Investing in LIIF

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LIIF is a leading national CDFI engaged in lending, grant making and technical assistance with the mission of alleviating poverty. LIIF’s insistence on rigorous lending practices and internal controls has made it one of the field’s most outstanding examples of strong financial management and portfolio performance.

In 2011, the Community Assessment Rating Systems (CARS) program completed LIIF’s third full assessment and reaffirmed our “AAA+ 1” rating. This score represents the highest Impact Performance Rating of AAA with a Policy Plus, as well as the top CARS Financial Strength and Performance Rating of 1. CARS is a comprehensive, third-party assessment to evaluate the performance of CDFIs across the industry developed by Opportunity Finance Network. LIIF also achieves exceptional community impact through its investments.

Why Invest in LIIF

An investment in LIIF serves the significant unmet demand for flexible, affordable capital that take into consideration both the needs of the community, as well as the investor. LIIF offers investors:

  • An excellent vehicle for social investment and social return;
  • A safe investment managed with private sector discipline;
  • A strong, and consistently increasing, net worth; and
  • Solid bang for the buck with self-sufficient core lending activities.

How to Invest in LIIF

Investors can invest directly into LIIF’s Revolving Loan Fund (RLF), which LIIF uses as its primary pool of capital for community development loans. The RLF has a well-diversified base of funding sources. An investment in the RLF provides high levels of lending productivity, a commitment to the most impoverished people and communities and excellent portfolio and management performance. Through LIIF’s RLF, investments with LIIF are continually deployed in the service of community development projects.

Contact: Art Fatum, Chief Financial Officer & EVP, Capital Markets, afatum@liifund.org

LIIF has expertise in managing community development lending capital and structuring large transactions for organizations interested in achieving social investment returns. LIIF packages permanent and interim financing for conventional lenders through formal capital set-asides and ad hoc transactions through participations.

Contacts: Art Fatum, Chief Financial Officer & EVP, Capital Markets, afatum@liifund.org or Kim Latimer-Nelligan, Chief Operating Officer, klatimer-nelligan@liifund.org

LIIF is a recognized market leader in partnering with public and private entities to structure and manage loan funds. LIIF’s experience includes pooled funds for transit-oriented developments in California and healthy foods financing in New York. LIIF is also able to leverage its extensive network of CDFI, banking and philanthropic partners as necessary to support fund development.

Contact: Kim Latimer-Nelligan, Chief Operating Officer,
klatimer-nelligan@liifund.org

Grant support to LIIF provides high social impact for a donor’s philanthropic dollar. For each dollar LIIF lends, $6 of additional investment are put to work in distressed communities. LIIF’s current supporters represent the leaders in community and economic development, who invest with LIIF because of its mission-focused approach and its track record of innovating new ways to help low income people become part of the economic mainstream.

Contact: Kim Latimer-Nelligan, Chief Operating Officer,
klatimer-nelligan@liifund.org

LIIF is a private, nonprofit, nongovernmental organization under the section 501(c)(3) of the Internal Revenue Code.

Resources for Investors

AAA+ 1 CARS Rating