1 / 8

Maximizing Your Investment

How non-profit intermediaries can help you make safer socially responsible investments. Maximizing Your Investment. October 14, 2009 Janet Ozarchuk Vice President and Treasurer. LISC is a Partner and Catalyst for Community Improvement.

helga
Download Presentation

Maximizing Your Investment

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. How non-profit intermediaries can help you make safer socially responsible investments Maximizing Your Investment October 14, 2009 Janet Ozarchuk Vice President and Treasurer

  2. LISC is a Partner and Catalyst for Community Improvement

  3. Since 1980, LISC Has Worked With Over 2,800 Non-Profit Community-Based Organizations and Invested $9 Billion Which Has Leveraged $28.2 Billion in Total Development. • 244,755 affordable homes and apartments • 36 million square feet of retail & community space • 113 schools financed for 46,805 students • 154 child care facilities supported for 16,000 children • 205 playing fields renovated for 410,000 kids LISC By the Numbers

  4. LISC Has Received $138 Million in PRIs From 28 Foundations Types of Loans Predevelopment Acquisition Bridge Financing Construction Mini-Perm Permanent Working Capital Housing Multi-family rental Single family for sale Supportive housing – homeless seniors/veterans/etc. Artist live/work space Community Facilities Charter schools Day care facilities Recreational facilities Job training facilities Artistic facilities Commercial Facilities Main street corridors Supermarkets Mercados Credit unions Medical offices Green Development

  5. $10MM Foundation PRI at 0% $20MM Insurance Company Loan at 4.25% $10MM Foundation PRI at 0% $5MM LISC at 6.00% $20MM Loan Fund $36MM Loan Fund $1.7MM Loan Fund $21MM Loan Fund $31.4MM Loan Fund $9.2MM Loan Fund $35MM Loan Fund $19.3MM Loan Fund $15MM Loan Fund $15MM Loan Fund $10MM $35MM $204MM A PRI Helped LISC Attract and Leverage Additional Funds for Charter School Facilities 67 Charter Schools

  6. A $1.5 million PRI Has Funded Over $3.2 million in Loans

  7. Lend to specific identified projects that match the Foundation’s charitable purposes. • Look to the intermediary for repayment of the PRI, NOTthe project. • Intermediary can accumulate and concentrate investment dollars in target • locations to leverage the amount and types of projects to maximize • neighborhood impact. Advantages of Lending to an Intermediary

  8. Socially responsible capital • Attractive financing terms • “All Weather” participants PRI Providers are LISC’s Most Valued Partners Thank You for Your Interest

More Related