Legacy Arts: Intentional Impact Investing

Posted by Lauren Grattan
On October 17, 2018
In Investors, News

We were delighted to share with Legacy Arts Magazine how impact investing can support wealth managers, financial planners, and advisors to offer their clients new strategies to craft a legacy with meaning. Many charitably-minded individuals are turning to impact investing to generate real social and environmental change in their communities, while simultaneously supporting their financial […]

Our Thoughts on San Diego’s Business Incentive Program

Posted by Lauren Grattan
On April 27, 2018
In News

Yesterday, colleagues from Business For Good San Diego and I gave public testimony at the Economic Development & Intergovernmental Relations Committee (ED&IR) of the San Diego City Council as they reviewed proposed updates to the City’s Business Incentive Program [900-12] — a policy that hasn’t changed in 17 years despite significant changes in our regional […]

What’s happening with Opportunity Zones?

Posted by Lauren Grattan
On April 15, 2018
In Uncategorized

An interesting piece of legislation included in 2017’s Tax Cuts and Jobs Act is the Opportunity Zones program. We’ve been digging in with colleagues across the country on how this can drive investment into neighborhoods that need it. So what’s the scoop? The Opportunity Zones program is a once in a lifetime legislative change to […]

Announcing: Inner City Capital Connections SD Kickoff Breakfast

Posted by Lauren Grattan
On April 10, 2018
In Events, Resources

We are partnering with Kaiser Permanente San Diego to help introduce the Inner City Capital Connections (ICCC) national program to San Diego! When: Wednesday, April 25, 2018 | 7:30 am to 9:30 am 7:30 am breakfast 8 am program Where: Jacobs Center for Neighborhood Innovation 404 Euclid Ave, San Diego, CA 92114 Why: As a […]

San Diego Business Journal: Firm’s Impact Investing Puts Community in Lending Equation

Posted by Lauren Grattan
On March 21, 2018
In News

$10M FUND TARGETED FOR ‘COMMUNITY-MINDED’ BORROWERS By Sarah de Crescenzo Wednesday, March 21, 2018 San Diego — A group of San Diego investors is betting on locally based nonprofit organizations and social enterprises to the tune of $10 million. That’s the total amount the firm, Mission Driven Finance, plans to invest by year’s end. Since launching Mission […]

Mission Driven Finance Announces First $1M in Impact Investments

Posted by Lauren Grattan
On January 31, 2018
In News

San Diego startup led by proven industry leaders is making strides to $10M goal FOR IMMEDIATE RELEASE Press Contact: Lauren Grattan | 858-880-0252 | lauren@missiondrivenfinance.com SAN DIEGO, CA—January 31, 2018—Mission Driven Finance today announced that Lucky Bolt, a local food kitchen and healthy meal delivery company, All Across Africa, a fair trade home goods wholesaler, […]

Posted by Lauren Grattan
On January 31, 2018
In Borrowers

The LuckyBolt Story Kris Schlesser started LuckyBolt in 2011 after his own frustration trying to get good food on a short lunch break. LuckyBolt started with bulk delivery agreements with local restaurants and expanded into offering healthy meals from the LuckyBolt Kitchen. Their model of delivering a large number of lunches to high-density office areas […]

Posted by Lauren Grattan
On January 31, 2018
In Borrowers

All Across Africa’s mission is to create jobs and markets to alleviate poverty in Africa. All Across Africa (AAA) is a social enterprise accelerating artisan integration into the global economy by facilitating access to foreign markets. AAA’s unique supply chain model includes training and employing over 3,000 artisans in five countries in Africa, primarily women. A […]

Posted by Lauren Grattan
On January 31, 2018
In Borrowers

Thrive Public Schools is a group of free, nationally recognized K-12 public schools in San Diego. Thrive prepares kids for careers and college in a safe, diverse, and joyful environment. They achieve award-winning academic growth by focusing on a highly personalized learning environment with quality faculty and staff who deeply care about each student. Thrive’s $500,000 […]

4 Reasons to Use Impact-Based Financing to Fuel Your Social Venture

Posted by Carrie Stokes Holst
On September 4, 2017
In Resources

The first question borrowers ask us, regardless of their tax structure, is: why? Why go after impact-based financing instead of grants, donations, or traditional capital? Here are four ways impact-based financing can fuel your venture’s social mission: Changing Landscape: Social change is undercapitalized in the United States. Charitable giving has stayed stagnant at 7% […]

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