who runs it
Organizations running this strategy · 4
what it looks like in practice
Activities of orgs running this strategy
A sample of programmatic activities from the orgs above — what the strategy looks like on the ground.
- Advocating for policies to increase access to affordable housing for people with disabilities THE DISABILITY FUND INCadvocacyEngages in policy advocacy to expand access to affordable housing and related services for people with disabilities across the United States.
- Providing financial and technical services to individuals with disabilities and disability-serving organizations THE DISABILITY FUND INCdirect serviceOffers financial products, technical assistance, equity investment, and financial advisory services to individuals with disabilities, their families, and organizations that serve them. This includes support for affordable housing and related services nationwide.
- Capacity building and networking for CDFIs NEW YORK STATE CDFI COALITION INCcapacity buildingProvides Community Development Financial Institutions (CDFIs) in New York State with access to networking, education, collaboration, and advocacy opportunities.
- Administers New Majority Growth Initiative INCLUSIV INCcapacity buildingSupports leaders of minority depository institution (MDI) credit unions and cooperativas through training, consulting, tools, and access to financial resources to grow their institutions and deepen community impact.
- Advances policy advocacy through impact data toolkits INCLUSIV INCadvocacyProvides toolkits to help credit unions identify and communicate key impact data to policymakers and stakeholders, strengthening advocacy efforts for financial inclusion.
- Awards grants through the Resilience Fund INCLUSIV INCgrantmakingOperates the Resilience Fund to distribute grants to minority depository institutions with less than $100 million in assets that serve communities of color disproportionately impacted by the coronavirus pandemic.
- Awards matched savings grants through Build and Save Initiative INCLUSIV INCgrantmakingProvides grant funding to credit unions participating in the Spring 2026 Build and Save Matched Savings Initiative, which supports low-income savers through matching contributions.
- Delivers capacity-building training and technical assistance INCLUSIV INCcapacity buildingOffers a comprehensive suite of capacity-building supports including a 7-week hybrid course on expanding homeownership, regulatory trainings (live and on-demand), compliance reviews (e.g., BSA, ACH), strategic and succession planning, operational resources (policy library, vendor tools, audit tracking), and peer learning opportunities for staff and volunteers at MDI credit unions.
- Develops and disseminates financial counseling models INCLUSIV INCcapacity buildingLaunched the Pathways to Financial Empowerment model in partnership with Neighborhood Trust Financial Partners to expand access to effective financial counseling services.
- Facilitates access to social impact deposits INCLUSIV INCcapacity buildingProvides streamlined access to social impact deposits from impact investors for community development credit unions and cooperativas across urban, rural, and reservation-based communities in the U.S. and Puerto Rico through a partnership with Primary Financial Co., LLC.
- Funds credit unions through subordinated debt and deposit instruments INCLUSIV INCgrantmakingProvides capital to member community development credit unions via uninsured subordinated debt loans and insured non-member deposits to strengthen balance sheets and support lending in underserved communities.
- Offers expertise on subordinated debt for credit unions INCLUSIV INCcapacity buildingProvides guidance on the regulatory, financial, and strategic use of subordinated debt to strengthen balance sheets and enhance community impact at credit unions and cooperativas.
- Operates Loan Participation Marketplace for credit unions INCLUSIV INCdirect serviceFacilitates loan transactions in small business loans, residential solar loans, and mortgages through a marketplace that enables credit unions to manage risk, expand portfolios, and maintain liquidity. Supports participation in single loans or pooled transactions with one or multiple buyers.
- Produces Community Development Profiles for credit unions INCLUSIV INCresearchProvides detailed profiles featuring peer comparisons, financial performance metrics, and inclusive lending analyses to support data-driven decision-making at community development credit unions.
- Provides access to grants, loans, and specialized funding INCLUSIV INCcapacity buildingConnects community development credit unions with grants, low-interest loans, and specialized funding opportunities to support expansion of affordable financial products and services in economically disadvantaged and historically underserved areas.
- Provides compliance, analytics, and reporting platform for CDFI credit unions INCLUSIV INCdirect serviceOffers an online platform enabling community development credit unions to manage CDFI certification and compliance reporting (including Transaction Level Reports and Annual Certification Reports), conduct impact measurement, benchmark performance against peers, analyze lending data across sectors like clean energy, and generate dashboards and exports for presentations and analysis.
- Provides impact capital services for high-impact lending INCLUSIV INCgrantmakingOffers impact capital services including co-investment by retaining portions of loans or pools to share risk with lead lenders and participants, enabling credit unions to expand lending in underserved communities.
- Provides outsourced mortgage processing and underwriting services INCLUSIV INCdirect servicePartners with CUMA to deliver outsourced mortgage loan processing, underwriting, and servicing to credit unions, using Inclusiv/Mortgage guidelines to support loan closings and sales to Inclusiv.