Contributors:
Christa Clark, Manager, Strategic Financing Services
Julia Elrick, Senior Manager, Strategic Financing Services
Learn how organizations can strengthen community development finance applications by aligning strategy, organizational priorities, and program requirements throughout the application process.
In this video, the Strategic Financing Services team discusses the planning and preparation behind successful New Markets Tax Credit (NMTC), State NMTC, and Community Development Financial Institution (CDFI) applications. The session explores how application content should reflect organizational strategy while addressing evolving federal and state guidance.
Topics covered include:
- Developing a strategic approach to NMTC allocation applications
- Preparing competitive State New Markets Tax Credit applications
- Understanding CDFI Financial Assistance (FA) and Technical Assistance (TA) Grant applications
- Aligning application narratives with program objectives and organizational goals
- Building effective project pipelines and demonstrating community impact
- Planning for implementation, capital deployment, reporting, and compliance
- Understanding how federal and state guidance influences application content and priorities
