This brief addresses a set of critical questions that will arise as the industry puts this powerful growth strategy to work, focusing on how CDFI funders and investors should reconsider how they interpret key financial metrics related to portfolio quality, capital deployment, and earned income for CDFIs that are selling loans. For example, to more accurately assess the lending activity of CDFIs that are selling loans, we recommend that funders request and evaluate total assets under management rather than simply looking at outstanding loans held on the balance sheet or total deployment ratio.
Resource Category: Nonprofits
2023 Association Community Benchmarks
This report offers data specifically for the association and nonprofit industries. It will help you analyze how you compare to similar organizations and provide you with insights to aid your strategic decision-making, resource allocation, and the refinement of your engagement strategies.