2025 Foundation Local Impact Investor Accelerator

Program Overview

The Local Impact Investing Workshop is a 9-month action-learning network for foundations ready to build governance consensus and an action plan for local impact investing. The Workshop includes deep education and training provided in a virtual setting with peers, along with customized coaching support to each foundation team.

Workshops:

At the conclusion of the Cohort, each participating community foundation will have a set of local impact investing guidelines, a proposed investment policy, capital deployment tools including a decision-making rubric, and an initial implementation plan for board approval. We are optimistic that each foundation will also have the beginnings of an investment pipeline to test drive its strategy and program. 

Considering joining the 2025 Foundation Cohort? Talk with our coaches.

Program Structure

The Workshop includes six virtual peer learning convenings, customized working groups with coaching in-between peer gatherings, and foundation-identified board engagements to grow understanding of local impact investing and share the emerging program design. The Community Investment Project coaches will set agendas, analyze and prepare materials, and provide thoughtful guidance and coaching throughout the engagement. 

The Community Investment Project charges a fee for participation and your foundation must form a Peer Cohort Working Group. Each working group should include participants who are critical – as decision makers, influencers and/or implementers – to strengthening your community leadership using the tool of local investing. We recommend at least 4 and no more than 7 members. Your team should include key foundation staff (e.g., CEO, CFO, Program Officer) and board members (e.g., Board Chair, members of investment committee). If it is your practice to include engaged community partners (e.g., community members of your investment or grants committee) in such strategy building work, you may consider including these individuals too. As you finalize your Working Group, consider whether each member – and the team as a whole – meet these criteria: 

Draft 2024 Cohort Schedule and Coaches

Convening 1 - Fulfilling your community leadership mission through local impact investing.

Convening 2 - Choosing the right source & amount of funds for investing.

Convening 3 - Understanding policies, procedures and governance for CF investing programs.

Convening 4 - Scoping operational matters: how to source, underwrite and approve deals.

Convening 5 - Getting to roll out: communication and implementation workplan.

Convening 6 - Peer presentation of proposed programs.

Foundations will also have six one-on-one coaching sessions and two board meetings.

Getting Started

Cohorts launch on a rolling basis once four to six participating teams are identified. To join a future Accelerator, contact Travis Green to discuss the program and engage necessary stakeholders in the review and approval of the program. Community Investment Project team members are happy to provide overview presentations of local impact investing and the program to boards, executive committees, or investment committees. 

Previous Cohorts Facilitated by Community Investment Project Team Members

Kansas Community Philanthropy Innovators Network, 2018-2022

Indiana Community Foundation Local Impact Investing Accelerator, 2020-2022

National Community Foundation Local Impact Investing Accelerator, 2022-2023