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Investment Criteria

SCF / Our Investments / Investment Criteria

We invest in organizations seeking to benefit low-income or underserved communities, as aligned with our mission and priorities. We are flexible in how we structure our investments and seek to create one that is mutually beneficial.

>> Investment Criteria

In assessing the viability of prospective investees, we use the following investment criteria:

ENTITY TYPE
Nonprofit and For-profit entities; CDFIs are prioritized

PROJECT FOCAL AREAS
The entities and initiatives SCF invests in to benefit low-income, distressed and underserved communities and individuals target the following focal areas:

  • Financial Inclusion
  • Business Development
  • Affordable Housing
  • Disaster Recovery
  • Economic Justice
  • Social Justice
  • Environmental Justice

SOCIAL IMPACT
Investments produce significant impacts on low-income, distressed and/or underserved communities and populations; those projects pursuing a new or unique model or approach are prioritized

INVESTMENT TYPES
SCF undertakes the following types of impact investments:

SIZE
Typically between $200,000 – $500,000

TERM
Typically two to seven years

INVESTMENT VEHICLE
Debt, equity, Certificates of Deposit (CDs)

GEOGRAPHIC FOCUS
We invest mostly in US-based initiatives but do consider international projects as well