Community Investment Program overview
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Providence’s Place-based Investment Tools and Templates
Standard form documents templates (the contract created between the lender and borrower) Form of Line of Credit Agreement Form of Loan Agreement Form of Promissory Note (used with Loan Agreement) Form of Deed of Trust Form of Guaranty Agreement Form of Environmental Indemnity Agreement Community Investment Brochure: Document that provides information to interested borrowers Community Investment Fund Pre-qualification Scan Community Building Initiative PowerPoint […]
Continue ReadingCommonSpirit Health’s Place-based Investment Tools and Templates
Loan Application: The applications that an interested party would complete requesting a direct loan. Example applications for housing providers and businesses and intermediaries. Financial Monitoring Templates: Analyses tools or “metrics” to evaluate a potential borrower’s current financial condition and future repayment projections based on cash flow. Examples for cash flow projection and financial summaries. Credit Memo Template: Internal document for preparing the […]
Continue ReadingKey Place-based Investment Resources
In Pursuit of Deeper Impact: Mobilizing Capital for Social Equity Authored by Katherine Pease and Sarah Thomas, this paper argues that conventional impact investment strategies do not have systemic impact, because they fail to incorporate an analysis of the root causes of inequality and still tend to prioritize the needs of investors over the needs […]
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