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Maximizing Your Investment

How non-profit intermediaries can help you make safer socially responsible investments. Maximizing Your Investment. October 14, 2009 Janet Ozarchuk Vice President and Treasurer. LISC is a Partner and Catalyst for Community Improvement.

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Maximizing Your Investment

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  1. How non-profit intermediaries can help you make safer socially responsible investments Maximizing Your Investment October 14, 2009 Janet Ozarchuk Vice President and Treasurer

  2. LISC is a Partner and Catalyst for Community Improvement

  3. Since 1980, LISC Has Worked With Over 2,800 Non-Profit Community-Based Organizations and Invested $9 Billion Which Has Leveraged $28.2 Billion in Total Development. • 244,755 affordable homes and apartments • 36 million square feet of retail & community space • 113 schools financed for 46,805 students • 154 child care facilities supported for 16,000 children • 205 playing fields renovated for 410,000 kids LISC By the Numbers

  4. LISC Has Received $138 Million in PRIs From 28 Foundations Types of Loans Predevelopment Acquisition Bridge Financing Construction Mini-Perm Permanent Working Capital Housing Multi-family rental Single family for sale Supportive housing – homeless seniors/veterans/etc. Artist live/work space Community Facilities Charter schools Day care facilities Recreational facilities Job training facilities Artistic facilities Commercial Facilities Main street corridors Supermarkets Mercados Credit unions Medical offices Green Development

  5. $10MM Foundation PRI at 0% $20MM Insurance Company Loan at 4.25% $10MM Foundation PRI at 0% $5MM LISC at 6.00% $20MM Loan Fund $36MM Loan Fund $1.7MM Loan Fund $21MM Loan Fund $31.4MM Loan Fund $9.2MM Loan Fund $35MM Loan Fund $19.3MM Loan Fund $15MM Loan Fund $15MM Loan Fund $10MM $35MM $204MM A PRI Helped LISC Attract and Leverage Additional Funds for Charter School Facilities 67 Charter Schools

  6. A $1.5 million PRI Has Funded Over $3.2 million in Loans

  7. Lend to specific identified projects that match the Foundation’s charitable purposes. • Look to the intermediary for repayment of the PRI, NOTthe project. • Intermediary can accumulate and concentrate investment dollars in target • locations to leverage the amount and types of projects to maximize • neighborhood impact. Advantages of Lending to an Intermediary

  8. Socially responsible capital • Attractive financing terms • “All Weather” participants PRI Providers are LISC’s Most Valued Partners Thank You for Your Interest

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