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Community Investment Project
Community Investment Project

About the Community Investment Project

Successful communities require assets: a strong sense of belonging, good infrastructure, well-trained workers, growing local businesses, inclusive and representative governments, and wealth that can be invested for the future. Our vision is that all communities have the resources needed to prosper and thrive. Towards this vison, the Community Investment Project accelerates the adoption of community investing rooted in community engagement. To do that, CIP educates boards and staff, facilitates networks and peer learning, develops and stands up investment programs, and assesses and refreshes foundation strategies.

Community Investment Project Partners

Travis Green

Project Director

Travis coordinates the Community Investment Project and helps foundations become local impact investors. Travis and his team have helped 40 institutions in 18 states commit to place-based impact investing. Together, those anchor institutions have ratified investment policies and programs allocating $175 million for housing, food systems, childcare, and other projects. Most recently Travis served as Vice President of Local Investment Strategy at Locus. From 2012-2017 he served as a program manager at the Aspen Institute Community Strategies Group in Washington, DC. Originally from Albuquerque, Travis is a graduate of Haverford College and University of North Carolina—Chapel Hill. He cooks and follows politics in Cambridge, Mass, with his husband, Peter.

Rosalie Sheehy Cates

Advisor and Consultant

Rosalie combines respect for the fiduciary role with a curious and generative approach to investing strategy. Rosalie helps boards investigate impact investing,  make decisions and craft investing policies and procedures. She also trains and mentors foundation staff and investment committees and underwrites investments for decision makers. Prior to working as a consultant, Rosalie worked at MoFi, a Montana-based CDFI including 14 years as CEO. She has also worked as an organizer of family farms and sustainable agriculture and has written a number of impact investing reports geared to foundation investment committees. 

Len Bartel

Advisor and Consultant

Len has spent his entire career influencing the flow of capital (in its many forms) as a field-builder, funder, and fundraiser cultivating communities where all can thrive and lead self-determined lives. For the past sixteen years, he has had the privilege of working in philanthropy at the local, regional, and national levels as a justice-driven strategist, systems thinker, capacity-builder, coach, and facilitator to amplify the impact of community leaders. Len led the execution of a conversation foundation's first loan fund program, participated in national webinars on the role of impact investing in community leadership for community foundations, and supported community foundation senior leaders in their work to use impact investing as a tool.

Sydney England

Advisor and Consultant

Sydney is Executive Director at Georgia Social Impact Collaborative. Previously, Sydney sought professional opportunities at the intersection of place‐based philanthropy, community development finance, and local impact investing. Early in her career, Sydney supported grantmaking, impact investing, research, and convening functions at the Jessie Ball duPont Fund, a $300M private, place-based foundation located in Jacksonville, Florida. Following this experience, Sydney moved to Richmond, Virginia to work at Locus, a community development organization. At Locus, Sydney delivered strategy consulting support to a diverse array of place-based foundations across the country. Through individualized and cohort consulting, Sydney helped numerous foundations develop local impact investing policy statements, operational guidelines, and deal evaluation frameworks. Collectively, Locus helped foundation clients allocate $175M to local impact investing. Beyond her work with foundations, Sydney also worked to establish innovative financing funds like Invest Appalachia, LLC and the Partners for Rural Transformation’s Persistent Opportunities Fund.