Impact Investing - Apply for Funding

Thank you for your interest in securing an impact investment from the DeKalb County Community Foundation. If you haven't already, please read the Project Criteria & Requirements document prior to completing an application.

The Community Foundation seeks to collaborate with different types of partners and stakeholders to create impact and grow a more capable, functional, accessible, and inclusive capital ecosystem. Impact investments are projects that achieve measurable community impact along with financial return.

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Impact Investment Application

Please complete the application below to submit your request. Note: The application must be completed in a single session. It cannot be saved and resumed later.

For questions on impact investing, please contact Executive Director Dan Templin at 815-748-5383 or dan@dekalbccf.org.

Date *

Name (form submitted by) *

First

Last

Project Title *

Organization Name *

Primary organization leading the project.

Organization Type *

Primary organization type, i.e. 501(c)(3), government entity, for-profit sole proprietorship, etc.

Geographic Area *

Primary area benefitted by project.

Requested Funding Date *

When will the money be needed? For example, 50% on DATE, and 50% on DATE.

Investment Type Sought *

Are you looking for a loan? Line of credit? Loan guarantee? Other?

What is the Total Project Cost? *

Total Amount Requested from the DeKalb County Community Foundation? *

Specific uses for Funding From the Community Foundation *

For example, total project cost of $500,000, asking for $50,000 from the Community Foundation, used to fund surveys, appraisals, and architectural plans.

Project Description *

Please provide as much detail as possible.

Positive Community Impact Objective(s) *

What sort of impact are you hoping to achieve with this project? For example, are you trying to address economic issues? Education? Environment? Economic/Racial Equity? Other?

Target Population Served *

Which demographic group(s) are you hoping to impact?

Funding Timeline Attach

Measurable Outcomes *

How will you measure impact? What indicators will you use? For example: A food pantry might target food insecure families, and measure outcomes by the number of clients who visit the pantry.

Source(s) of Repayment *

How do you expect to repay this investment? What sources of funds (to be used for repayment) do you expect to receive? For example, a loan could be repaid from rental income, sales of goods or services, government grants, donations, or other sources.

Timing of Repayment *

When will you receive repayment funding and how soon will you begin paying back the Community Foundation?

Project Management Team: Roles & Responsibilities *

Who are the key project leaders and what are their respective team roles and responsibilities?

Capital Providers & Other Advisors *

Who else is providing capital, loans, etc. to support the share of project cost not being requested from the Community Foundation? What financial and other advisors are involved in the project?

Project Timeline Details *

What are the key project milestones? For example: planning period DATE RANGE, close on financing DATE RANGE, project construction DATE RANGE, start-up period DATE RANGE, fully operational by DATE, loan repayment period DATE RANGE.

Projected New Job Opportunities *

Will this project create new employment opportunities? If so, please provide details. How many, when, temporary or permanent, full time, part time, etc.

Addressing Gentrification Concerns *

If applicable, what steps will you take to prevent or mitigate against gentrification? How will you measure gentrification? Gentrification is defined as ‘displacement and/or dispossession of residents against their will with insufficient financial remuneration’.

Addressing Critical Community Needs *

How does your project address the impact area(s) you identified above? For example: Impact area is access to healthcare, project addresses this by funding transportation to clinics.

Engaging Stakeholders *

How are you engaging with the local communities you are trying to impact? How do you plan to keep them engaged and involved? How will you respond to their concerns? For example, they are part of the planning process, they are on the project team, they are attending meetings, etc.

Risks of Project Failure *

Describe the risks of project failure, both financial and impact. What are the risks if your project fails to achieve its intended impact? What are the risks that could cause financial loss? These are meant to describe the potential downsides if things don’t go according to plan.

Additional Comments *

Is there anything else you’d like to tell us that isn’t included in one of the other sections?

Please Attach (1 of 3):

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Any project presentation or background materials.

Please Attach (2 of 3):

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Three years of financial statements, preferably audited, tax returns (or Form 990s) and most recent interim financial statements for the current year. Fewer than three years is acceptable for newer organizations.

Please Attach (3 of 3):

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Project budget showing sources and uses of funds.