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Since our beginnings in 2004, Aeris has established risk management standards for private community loan funds (CDFIs) and has helped drive the development of impact measurement and management practices in the CDFI industry—a learning curve now being replicated in the broader impact investment world. In 2013, the Aeris Cloud became the first online platform to help CDFI investors understand the impact and financial performance of their investments. Today, the broader investing field seeks a reliable, high-quality tool to collect, manage, and analyze impact data. Aeris’ unique experience and expertise can help accelerate the pace of impact investing.

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We invest in local strategies to empower Athens County residents and build on strengths of our region, now and for generations to come.

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The Stevens and Nichols families share a commitment to education and the arts, together with an enduring appreciation of the inter-relatedness of local community to the international community and to the global environment.  It is to this shared vision that the work of the Foundation is dedicated.

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CIM partners with responsible lenders to finance small businesses in line with the Small Business Borrowers’ Bill of Rights and to effect economic, environmental, and social change. Since fund inception, we have provided financing to 4,200 U.S. small businesses which represent $4 billion in total revenue. These businesses have created 6,000 new jobs from loan proceeds with 45,000 jobs maintained and 131,000 lives affected. CIM also tracks impact metrics that are derivative of the core impact objective: to increase access to capital for underserved demographics and support impact businesses. Across the portfolio, CIM funds 2-3x more women-, minority-, and veteran-owned businesses than banks and financial institutions with an aggregate figure of 50% of the loan portfolio lent to WMV-owned businesses. CIM has additionally built an Impact Assessment system to identify and report on impact businesses across 8 areas of impact with 79 unique tags. These impact businesses expressly seek to create a positive social, environmental, or economic change in their community. 21% of the CIM portfolio (>800 loans) are lent to impact businesses in 8 categories: community health and safety, education and youth development, social justice, environmental sustainability, financial inclusion, healthy food systems, and clean energy and efficiency.

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Use financial tools to create social wealth.

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 The Foundation's primary commitment is to improving the overall quality of life for economically and/ or educationally disadvantaged individuals and families who show a genuine desire to help themselves. The Foundation also supports efforts designed to strengthen communities. Priority is given to those charitable organizations and institutions with an established record of increasing economic and educational opportunities in both low-income, inner-city neighborhoods as well as in rural areas. The Foundation provides support in a variety of areas, including: low-income housing, affordable day care, after-school programs, drug rehabilitation clinics, juvenile intervention (pre-incarceration) counseling, job-training, micro-loans to small, family owned businesses in Central and South America, and Africa, rural land/open space preservation, and college scholarship support to exceptional public high school students.

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Tideline is a consulting firm that provides tailored advice to organizations developing impact investment strategies, products, and solutions. Our mission is to help clients excel in realizing financial and societal value.

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Upstart Co-Lab believes in the power of creative people to solve problems. We are disrupting how creativity is funded by connecting the $12 trillion of socially responsible and impact investing capital in the U.S. to the $804 billion U.S. creative economy. Since 2016, Upstart Co-Lab has framed the creative economy as an impact investing priority; garnered international attention for impact investing in the creative economy; and connected more than $10 million of impact capital with creative economy opportunities. We have learned that the creative economy offers investors impact value, commercial viability and innovative edge; correlates with diversity, equity, inclusion; and is relevant in both developed and developing markets. Recognized as the sector leader, Upstart Co-Lab is relentlessly focused on moving $25 million of impact capital to the creative economy in the next three years. We will do this working with investors partners and strategic partners to originate new investment vehicles including a socially-themed ETF, a fund focused on the global handcraft economy, and an Opportunity Zone Fund. Upstart Co-Lab is a project of nonprofit Rockefeller Philanthropy Advisors.

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