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New Report: Helping Individuals Navigate CDFI Investment Opportunities

5/29/2025

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We are thrilled to announce the publication of Helping Individuals Navigate CDFI Investment Opportunities by Stepping Stone Partners and our partner Tern Strategies. This briefing for mission-driven investors and investment advisors identifies 99 community development financial institutions (CDFIs) across 36 states that accept investments from individual investors or issue investment note offerings for mission-driven investors. This trailblazing report provides guidance for investors to support local economies through investment in CDFIs. 
Register now  to join authors Liz Rogers and Pam Porter for a webinar co-hosted by ASBN on June 24 at 1pm ET. 

cdfi_investment_opp_report-final-may2025.pdf
File Size: 1090 kb
File Type: pdf
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