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Community Investing News


home-compass-croppedVisit the Invest With Values - Resource Directory to discover resources, information and organizations that will help you align your money and values.

40 Years in the Making

July 11, 2018 By IWV Sponsor

Ms. Jessie Ball’s fortunes changed in 1920. It was during this year that Jessie, having returned to her childhood home in the Northern Neck of Virginia, reconnected with a long-time friend, Mr. Alfred I. duPont – of the distinguished duPont Family. Shortly thereafter, the two wed, and Jessie adopted the name that would become associated […]

Filed Under: -Community Investing, -Impact Investing

Weekly Impact Investment Market Update

July 9, 2018 By IWV Partner

Impact Investing & ESG 5 Things About Sustainable Investing in the First Half of 2018 Five key takeaways from sustainable investing in the first half of 2018. Legendary Investor’s Embrace of Sustainable Investing is New, but the Movement Isn’t Earlier this month, hedge fund manager Paul Tudor Jones made headlines across the financial press with […]

Filed Under: -Community Investing, -Impact Investing

Real Pickles: Anatomy of a Successful DPO

July 3, 2018 By Locavesting

Long before the JOBS Act and state-specific laws legalized investment crowdfunding, there was the direct public offering, or DPO, a sort of do-it-yourself IPO. Kassandra Mayhew of Cutting Edge Capital recently talked to Real Pickles cofounder Addie Rose Holland (pictured at left) about how a DPO helped the Greenfield, MA company transition to a worker-owned cooperative and preserve its […]

Filed Under: -Community Investing, -Impact Investing

Four Recent Reports Shed Light on the State of Impact Investing

June 27, 2018 By Locavesting

Having trouble keeping up with the latest developments in the world of impact investing? Allow us to help. We dove into the weeds of four of the field’s most notable recent studies, extracting the most interesting findings for you. Some of the key themes involve the mainstreaming of impact investing, the vital role that women […]

Filed Under: -Community Investing, -Impact Investing

Weekly Impact Investment Market Update

June 25, 2018 By IWV Partner

Impact Investing & ESG Money Managers are Flocking to a $23 Trillion Investing Strategy that Morgan Stanley Says is Ready to Take Off Environmental, social, and governance investing — also known as ESG — has exploded in popularity, with roughly $23 trillion being invested with at least a partial ESG mandate. Investors are Right to […]

Filed Under: -Community Investing, -Impact Investing

Is Your Financial Advisor ‘Best for the World’?

June 20, 2018 By Locavesting

Impact investing is going mainstream. But while you may rest easier knowing that your nest egg is making a positive contribution to society (as well as your financial position), what about the financial intermediaries in your life? Every year, B Lab publishes a list of “Best for the World” B Corps—those that rank in the top 10% […]

Filed Under: -Community Investing, -Impact Investing, -Sustainable-Responsible Investing, Featured

TriLinc Takes Center Stage at EMPEA Conference

June 18, 2018 By IWV Partner

TriLinc Global Chief Investment Officer, Paul Sanford, recently participated in the Oxford-Style Debate at the International Finance Corporation’s (IFC) 20th Annual Global Private Equity Conference in association with the Emerging Markets Private Equity Association (EMPEA). The Global Private Equity Conference (GPEC) is the leading emerging markets private equity event in the world, each year hosting over […]

Filed Under: -Community Investing

Weekly Impact Investment Market Update

June 18, 2018 By IWV Partner

Impact Investing & ESG Can Impact Investing Avoid the Failures of Microfinance? The impact investment industry is growing rapidly. In 2010, J.P Morgan projected up to $1T in investment would be deployed this decade — which would make impact investing twice the size of official development aid to the world’s less develop countries. Getting Asia […]

Filed Under: -Community Investing, -Impact Investing

Debt-based Crowdfunding Is Quietly Generating Investor Returns

June 5, 2018 By Locavesting

Crowdfunding success is often measured by the number of campaigns meeting their funding targets and the dollars raised. But what about the investor side of the equation? It’s still very early, and there are no industry-wide performance metrics that measure investor returns. But there are inklings. Some investment crowdfunding portals have lately taken to reporting […]

Filed Under: -Community Investing, -Impact Investing

Lower Your Taxes with Economic Democracy

June 4, 2018 By IWV Partner

Many business people know that S corporations and limited liability companies (LLCs) are tools to skip tax on a business’s income. But did you know that Subchapter T allows certain enterprises to benefit from the corporate form AND pass profits through to members tax-free? Subchapter T of the Internal Revenue Code[1] allows qualifying corporations to subtract […]

Filed Under: -Community Investing

Slow Living Summit 2018 – Future of Farm & Food Entrepreneurship

May 23, 2018 By Brian Kaminer

How can you create and grow a resilient food business that affects your community in a positive way, while supporting your family? The Future of Farm & Food Entrepreneurship Summit 2018 focuses on growing conscious food and agriculture businesses, giving current and aspiring entrepreneurs the tools, resources, and mentorship needed to evolve businesses, create positive […]

Filed Under: -Community Investing, -Impact Investing, Beyond Investing

What Will You Do to Shift Capital?

May 22, 2018 By IWV Partner

I’ve had a busy month spread over Detroit, Jersey City, Chicago, and New York connecting with BALLE Network Leaders. Through our discussions, several themes have emerged, but one area of inquiry has stood out to me personally: How can BALLE catalyze a greater shift in capital to address the most urgent needs in our communities? […]

Filed Under: -Community Investing, -Impact Investing Tagged With: Partner

For Regulation Crowdfunding, a Glass Half Full

May 17, 2018 By Locavesting

Two years ago today, Regulation Crowdfunding went into effect with a promise to transform the investment landscape for entrepreneurs as well as investors. So how’s it working out? In the first two years, 910 businesses have used the Regulation Crowdfunding exemption (aka Title III of the JOBS Act) which allows them to raise up to […]

Filed Under: -Community Investing, -Impact Investing

Building the Foundations of Economies That Work For All

May 16, 2018 By IWV Partner

The first immersion of the 2018 BALLE Local Economy Fellows took place April 22-26 at Evan’s Mill, a nature-and-retreat center in Smithville, Tennessee, a small town that is about an hour east of Nashville.  For BALLE, this marks its fifth class of Fellows, meaning that a sizeable Fellowship “alumni” network now exists. It also means that […]

Filed Under: -Community Investing, -Impact Investing Tagged With: Partner

RSF Collaboratives: Filling a Funding Gap

May 16, 2018 By IWV Sponsor

Before joining RSF Social Finance’s leadership team two years ago, I spent fifteen years leading Social Venture Network, a community of mission-driven entrepreneurs and impact investors. During that time, I got to know hundreds of social entrepreneurs who had launched companies and nonprofits that were tackling some of our most pressing social and environmental challenges. […]

Filed Under: -Community Investing, -Impact Investing Tagged With: RSF, Sponsor

Weekly Impact Investment Market Update

May 15, 2018 By IWV Partner

Impact Investing & ESG How Socially Responsible Investing Can Help You Avoid Catastrophic Drops within Your Portfolio Martin Kremenstein, head of retirement and ETF solutions at Nuveen, explains how ESG metrics serve as an indicator of quality and can be used as a risk management tool. ESG Reins in Volatility after Rough Start Critics of […]

Filed Under: -Community Investing, -Impact Investing

Weekly Impact Investment Market Update

May 9, 2018 By IWV Partner

Investing to Make an Impact The co-founder of an impact investing firm explains the growing intersection between Wall Street and the world of health. The ‘Slippery Slope’ of ESG Demands “We have to earn a return,” Ontario Teachers’ CEO Ron Mock reminded Milken conference attendees, while MetLife’s CIO attested to exploding client demand for ESG […]

Filed Under: -Community Investing

Regulation Crowdfunding’s Investor Limits Are The Real Problem

May 8, 2018 By Locavesting

Since the JOBS Act was signed by President Obama in 2012, advocates have been urging Congress to increase the overall limit of $1 million (now $1.07 million, after adjustment for inflation) to $5 million for offerings under Title III (aka Regulation Crowdfunding). But for many issuers, the overall limit is less important than the per-investor […]

Filed Under: -Community Investing

Making Local Wealth Stick

May 7, 2018 By IWV Sponsor

Across the United States, LOCUS estimates that $9 trillion will transfer from one generation to the next by 2029. When you dig into the numbers, it’s clear that communities – rural and urban, wealthy and poor – have assets. The challenge for community philanthropy is how to turn that wealth into what a community really […]

Filed Under: -Community Investing, -Impact Investing

Weekly Impact Investment Market Update

April 25, 2018 By IWV Partner

Impact Investing & ESG The Finance Performance of Impact Investing Through Private Debt The Global Impact Investing Network (GIIN) and Symbiotics present the first comprehensive analysis of the financial performance of private debt impact investment funds. ESG Ratings Can Help Investors Pick Winning Emerging Markets Reports from Morningstar and GMO explain why investors and advisors […]

Filed Under: -Community Investing, -Impact Investing, -Sustainable-Responsible Investing

7 Steps to Creating a Sustainability Transition Movement in Your Community

April 23, 2018 By Locavesting

In 2005, I was just an ordinary, low-profile guy in my thirties living in the town of Totnes, England. Like many of us, I worried about the crises endangering humanity—the rampant exploitation of natural resources, the frenetic and dehumanizing quest for profit, exclusion and widening of inequalities. It disturbed me profoundly, for example, that of […]

Filed Under: -Community Investing, Beyond Investing

How Community and Community Capital Can Influence Historic Preservation Projects

April 18, 2018 By IWV Partner

Historic preservation projects are designed to protect a community’s heritage often through the expansion and enhancement of historic properties for public use. Community capital is designed to empower a community’s investment in itself through public offerings that are structured to engage a variety of investors. Preservation projects could meet their goals faster and gain additional […]

Filed Under: -Community Investing

A Hawaiian B Corp. Expands With the Help of Small Investors

April 17, 2018 By Locavesting

It was concern for Hawaii’s environment, economy and farming system that inspired Brett Jacobson to launch Hawaiian Ola, a maker of healthy beverages, in 2012. Jacobson, a farmer who previously ran a biofuel company, wanted to start a business that could help Hawaii’s struggling farmers—the average farmer in makes about $15,000 a year, according to the […]

Filed Under: -Community Investing, -Impact Investing

Weekly Impact Investment Market Update

April 16, 2018 By IWV Partner

Impact Investing & ESG Finding Emerging Market Stocks with Social Consciences Until recently, investors interested in emerging market funds had few ways of singling out companies with standout environmental, social and governance records. Family Foundations Beginning to Shame Public Companies to Invest More in ESG Causes John D. Rockefeller founded Standard Oil Co., and as […]

Filed Under: -Community Investing

A New Credit Union in Maine Will Fund Sustainable Food and Farms

April 13, 2018 By Locavesting

A new credit union is hoping to fill a funding gap in Maine for small scale, sustainable farming and food production. Called Maine Harvest, the credit union is in a final fundraising push to reach a $2.4 million capitalization, at which point it can apply for a charter. It is expected to open in early 2019. […]

Filed Under: -Community Investing, -Impact Investing, -Local Banking

Weekly Impact Investment Market Update

April 9, 2018 By IWV Partner

Impact Investing & ESG ESG and Supply Chain: Why Both Matter There has been a rapid shift in the world of corporate disclosure. In the past 12 months, we have seen investment giants writing to CEOs urging them to report on their long-term strategies and socio-environmental goals, and the world’s first gender pay gap reporting […]

Filed Under: -Community Investing

A Place-Based Impact Fund Debuts in Ontario

April 4, 2018 By Locavesting

Impact investors are increasingly gravitating to place-based investing. The latest example: a new impact investing fund in Canada that will focus on loans to social and environmental enterprises in Southwestern Ontario. The VERGE Breakthrough Fund, as it is called, also underscores the willingness of impact investors to experiment with new approaches. The fund was created by VERGE […]

Filed Under: -Community Investing, -Impact Investing

Be Bold, Be Strong, Be Big and Be Known

April 3, 2018 By IWV Sponsor

By Travis Green Solutions Consultant, LOCUS Impact Investing The staff of the Ann Arbor Area Community Foundation(AAACF) has taken to calling their foundation “a community impact engine” where the whole staff – finance, administration, development, program – works in service of impact. “It’s a virtuous cycle… create impact, build endowment, create more impact, build more […]

Filed Under: -Community Investing, -Impact Investing

The Global Impact Investing Network (GIIN) Presents: #GIINRoadmap

April 3, 2018 By IWV Partner

The Global Impact Investing Network (GIIN) released its Roadmap for the Future of Impact Investing: Reshaping Financial Markets. Commenced at the ten-year anniversary of the coining of the term impact investing, the Roadmap assesses industry progress to date, presents a vision for the financial markets, and outlines 18 specific actions needed to exponentially enhance the […]

Filed Under: -Community Investing, -Impact Investing

Crowdfunding, Guerrilla-Style. Lessons From Jolene’s First Cousin.

April 2, 2018 By Locavesting

When Guerrilla Development opened up crowdfunding for its latest project, a two-building mixed-use development called Jolene’s First Cousin, the team figured there would be strong demand. An earlier project, the Fair-Haired Dumbbell (they have a penchant for quirky names to go along with their iconoclastic buildings), raised $1.5 million from 121 investors in eight months, using Regulation A. […]

Filed Under: -Community Investing, -Impact Investing

Weekly Impact Investment Market Update: March 16, 2018

March 27, 2018 By IWV Partner

Impact Investing & ESG Demystifying Impact Investing for Newcomers – and the Rest of Us Three impact fund managers break it down during a live panel at Liquidnet’s New York office How to Invest With a Conscience (and Still Make Money) Jean Case, the chief executive of the Case Foundation, is a leader in impact […]

Filed Under: -Community Investing, -Impact Investing

Women Founders Are Benefiting From Crowdfunding, but Where are the Women Investors?

March 12, 2018 By Locavesting

Investment crowdfunding is beginning to fulfill its promise of democratizing investment and access to capital. While women entrepreneurs are still outnumbered by men on most crowdfunding sites, their ranks are steadily growing. At Republic, a Regulation Crowdfunding portal that emphasizes women-owned ventures, 8 out of 13 businesses currently raising capital are women-owned. And on investibule, a platform […]

Filed Under: -Community Investing, -Impact Investing

Weekly Impact Investment Market Update: February 16, 2018

February 21, 2018 By IWV Partner

Impact Investing & ESG Rise of the Rest Adds First Nine Portfolio Companies – and More Big Name Investors The $150 million fund’s first nine investments include startups in Indianapolis, Columbus and Pikeville, Kentucky, among other places. Overheard at The Economist’s New York Impact Investing Event Headliners at the magazine’s second annual gathering seemed to […]

Filed Under: -Community Investing

Opportunity Knocks: New Tax Incentives for Community Investment Funds

February 19, 2018 By IWV Partner

Since 2015, a bipartisan coalition of lawmakers has advocated for tax incentives for those who invest in low-income communities, recognizing that the benefits from the economic recovery have largely bypassed those communities. Their efforts were rewarded when their proposed opportunity zone program was included as Subchapter Z of the 2017 tax law overhaul that was […]

Filed Under: -Community Investing, -Impact Investing

Grameen America Launches New Impact Investing Fund

February 7, 2018 By Locavesting

Microlender Grameen America is upping its game in impact investing. The U.S.-based microfinance organization marked its ten-year anniversary last month by announcing a new $11 million impact investing fund, the first in what it said will be a series of new funds. Called the Social Business Fund, it’s aimed at providing additional money to women entrepreneurs […]

Filed Under: -Community Investing, -Impact Investing

Millennials and Money: We are Not as Different as You Think

January 31, 2018 By GreenMoney

The financial services industry is a bit obsessed with trying to understand the next generation of investors – the notorious millennials. And for good reason – millennials represent the largest generation in history with a spending power of $1.5 trillion and growing[1]. Many millennials are well into their wealth accumulation phase and have already begun […]

Filed Under: -Community Investing, -Impact Investing, -Sustainable-Responsible Investing

Community Foundations Go All-In on Place-Based Investing

January 30, 2018 By Locavesting

Two years ago, Baltimore Community Foundation was working to build race equity into its selection process for investment managers when a question was raised. “We asked, ‘Why are we not considering local impact investing that could specifically address race equity and lack of access to capital for communities that have been shut out of wealth opportunities for […]

Filed Under: -Community Investing, -Impact Investing

Regulation Crowdfunding Market Growing at Impressive Clip, Says Report

January 25, 2018 By Locavesting

It’s time for a crowdfunding update. Regulation Crowdfunding closed out its second calendar year, and the folks at Crowdfund Capital Advisors (CCA) analyzed the data recently in a report for the S.E.C. While still in its infancy, the investment crowdfunding market is growing at a fast clip and represents a viable capital-raising alternative for small and mid-sized […]

Filed Under: -Community Investing, -Impact Investing

Local Investing for Impact: A New Tool for Place-Focused Foundations

January 23, 2018 By GreenMoney

After decades of working at the intersection of community development, philanthropy and community economic development, we see a significant shift in how philanthropic assets are being used to build vibrant, prosperous communities. More and more place-focused foundations are seeking to complement their grant-making with local investments to create greater impact in their own communities. There’s […]

Filed Under: -Community Investing, -Impact Investing Tagged With: GreenMoney Journal

Impact Investing Marketplace ImpactUs Shuts Down

January 22, 2018 By Locavesting

ImpactUs launched last spring with a splash. Hatched out of the CDFI world and funded by heavyweights including the Ford and MacArthur foundations, the impact investment marketplace promised to bring new ease to connecting investors with vetted funds as well as direct investments in social enterprises. Its goal: $1 billion in transactions over five years. But less […]

Filed Under: -Community Investing, -Impact Investing

Investing Close to Home

January 22, 2018 By GreenMoney

with the Homewise Community Investment Fund By Laura Altomare, CFRM, Director of Communications and Development, Homewise Since our founding in 1986, we’ve helped over 14,000 households become more financially educated, 3,600 become homeowners, 2,100 make energy-efficient home improvements and emergency repairs, 600 refinance to more affordable mortgages, and we have built over 600 high-quality affordable […]

Filed Under: -Community Investing, -Impact Investing Tagged With: GreenMoney Journal

For Real Estate Lender Groundfloor, It’s Slow and Steady and Open to All

January 17, 2018 By Locavesting

Real estate has been one of the hottest areas of crowdfunding, although most of it is focused on wealthy “accredited” investors who put money into funds, known as REITs. (And let’s face it, accredited investors don’t lack investment options!) Just two platforms allow direct investing by unaccredited investors. One is Pittsburgh-based Small Change, which uses the […]

Filed Under: -Community Investing, -Impact Investing

Is it Time to Finally Change Your Bank?

January 10, 2018 By Locavesting

As the stock market reaches giddy new highs, it’s worth noting that it was just 10 years ago that a mortgage bubble and risky behavior fueled by the nation’s largest banks brought the economy to its knees. That experience—along with a backlash against the high, often unscrupulous fees charged by big banks—prompted many people to […]

Filed Under: -Community Investing, -Local Banking

Entrepreneurs: Looking to Raise Capital in 2018? Do This First.

January 2, 2018 By Locavesting

Tired of bootstrapping and ready to raise money to expand your business this year? Congratulations. That’s the first step toward achieving your dreams. Too many of us, especially women, constrain our business’ potential by scraping by on a tight budget or maxed out credit cards. But before you dive in, it pays to get really […]

Filed Under: -Community Investing, -Impact Investing

Impact Investing: Temporary Trend or Paradigm Shift?

December 13, 2017 By IWV Partner

An Interview with Joan Trant of TriLinc Global Q: Joan, do you see Impact Investing as a time-sensitive fad or a paradigm shift that is changing the way investment managers and investors allocate capital? A: The evidence is clear that impact investing – deploying capital to achieve market-rate returns alongside positive social, economic, and environmental progress – […]

Filed Under: -Community Investing, -Impact Investing

In Toronto, a Long-Awaited ‘Social Stock Market’

December 13, 2017 By Locavesting

Social impact investment platforms are cropping up to help connect investors with investment opportunities. The latest, a platform for accredited and unaccredited investors called Social Venture Connection (SVX), recently launched in Toronto. An earlier version of SVX,  introduced four years ago, served accredited investors only. “We really see this as a game changer for impact investing in Canada,” […]

Filed Under: -Community Investing

Why Locally Owned Shops Deserve Our Business the Rest of the Year, Too

November 27, 2017 By Locavesting

Americans are voting with their dollars. Sandwiched between the frenzy-inducing duo of Black Friday and Cyber Monday, Small Business Saturday has quietly become a force. Last year on Small Business Saturday, an estimated 112 million Americansspent a combined $15.4 billion at independent neighborhood retailers and restaurants, up 13% from 2015. The figures are not in yet […]

Filed Under: -Community Investing, Beyond Investing

NYC Will Invest in Local Women Entrepreneurs on Kiva

November 21, 2017 By Locavesting

Women entrepreneurs of New York: your city wants to invest in you. Under a new program, called WE Fund: Crowd, when women entrepreneurs create a crowdfunding campaign on Kiva.org, the city will kick in the first 10% of their goal, up to $1,000. New York City officials hope to support at least 500 women-owned businesses over three […]

Filed Under: -Community Investing

Social Enterprise Turns to Impact Investor to Help Bring Energy Efficiency to Low-income Communities

October 31, 2017 By CSRwire

CHICAGO, Oct. 30 /CSRwire/ – Bringing broad-based energy-efficiency, water conservation and renewable energy improvements to existing multifamily low-income housing is a daunting task. While state and utility incentives help in many cases, finding capital to pay the remaining costs has proven to be extremely difficult. Finding a solution to this challenge has been multi-year journey […]

Filed Under: -Community Investing, -Impact Investing

Catholic Communities Come Together for Community Investing

October 27, 2017 By IWV Sponsor

The Jubilee Assembly is a framework for faith-based investors – including from within the Catholic Church and its many agencies and institutions – to, as Pope Francis says, “renew our commitment to serve the common good with love and with preference for the most poor and vulnerable of our brothers and sisters”. That succinct statement […]

Filed Under: -Community Investing, -Impact Investing Tagged With: Sponsor

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Disclaimer: The information shared through investwithvalues.com has been provided by Talgra, LLC (“Talgra”). No representation or warranty, expressed or implied is made by Talgra, the sponsors, partners or contributors as to the accuracy or completeness of the information contained herein. The website is for educational and informational purposes only and is subject to change. This does not constitute an offer or a solicitation to purchase or sell any security, and nothing herein should be construed as such. The opinions represented in this directory are those of Talgra and should be considered in conjunction with advice from a professional advisor in the context of your particular investment situation. The specific investments included in this website are examples of investments that can be made in each of the different investment categories and are not recommendations to purchase any individual security or investment vehicle.