CDFI Resources
A Working Lab for CDFI Sustainability
Welcome to the 2026 Alliance Session: “Beyond Grants: A Working Lab for CDFI Sustainability.”
This session helps CDFIs build a sustainable, repeatable capital strategy through:
- Funding mix self-assessment
- Sources-to-Uses planning
- 12-month capital calendar
- 30–90 day action plan
This page includes all resources, templates, and tools to support your implementation.
Start Implementing Today—Download Your Resources!
Available Resources & Templates
12-Month Capital Calendar
Plan your capital raises, track outreach, proposals, reporting deadlines, and board checkpoints for the year. Stay organized and proactive.
30–90 Day Capital Sustainability Action Plan
A focused action plan with key priorities, responsibilities, success metrics, and deadlines for the next 90 days.
Funding Mix & Constraints Self-Assessment
Evaluate your funding mix and identify areas for sustainability improvement. Track progress and optimize your strategy.
Sources-to-Uses Strategy Map + Guardrails
Map your funding sources to specific uses with built-in guardrails to ensure efficient and sustainable resource allocation.
Maximize Your Impact
Stay Connected for Ongoing Support!
Helpful Resources
From Strategy to Execution
Having the right strategy is only the beginning. Real impact comes from disciplined execution, clear priorities, and consistent follow-through.
These tools are designed not just to guide your thinking, but to help you take action—aligning your capital, team, and timelines to move from planning to measurable results.
Words That Move
