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The mission of Foresters Community Finance isto create pathways to financial inclusionin individual, social enterprise and...
Fund Manager                                                      CDFI                    Strategy – Education            ...
Social                                                                                  Enterprise   InvestorsRetail Indiv...
Social Enterprise Solutions is in the business ofbuilding the long term sustainability ofsocial enterprises.We achieve thi...
Social Enterprise Solutions defines socialenterprises as organisations that are:….led by an economic, social, cultural ore...
We are interested in both the transformationof your business as well as the financialtransaction. Social Enterprise Soluti...
Money   { Trade }               Krug K & Weinberg CB (2004) Mission,               Money & Merit: Strategic Decision Makin...
Our ProcessWe utilise our extensive skills and knowledge of the social enterprise sector to assist usin analysing opportun...
A cornerstone of Foresters work is to developstrategies to enable nonprofitorganisations reach their objectives.Often excl...
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ANIS2011_SILAB2 _Belinda_Drew

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Transcript of "ANIS2011_SILAB2 _Belinda_Drew"

  1. 1. The mission of Foresters Community Finance isto create pathways to financial inclusionin individual, social enterprise and non-profitmarkets.Finance is therefore a means to an end,not the end in itself and this stands us out frommainstream financiers.
  2. 2. Fund Manager CDFI Strategy – Education Purpose- beyond welfare! Paradigm Shift – new cultures & structures Knowledge – understanding the new market dynamics DEMAND Economic and SUPPLY Finance Social Capital and Inclusion InvestmentTrustees Social enterprisesHNW Individuals IndividualsSuper Funds Action – Investment Non-profit organisationsIndividuals Capital Preservation Cultural enterprises Yield – financial & social return Exit strategy
  3. 3. Social Enterprise InvestorsRetail IndividualsHNW Individuals Impact Foundations Investment Intermediary NFP PAF’s Vehicle e.g. Super funds e.g. CDFI Mortgage Fund Managers trust Individuals Measures & Accountability: double impact investment: financial and social returns
  4. 4. Social Enterprise Solutions is in the business ofbuilding the long term sustainability ofsocial enterprises.We achieve this by providing tailored supportand access to finance, in the form of loans.These loans support the development of thesocial enterprise’s asset base as well ashelping the business to grow.
  5. 5. Social Enterprise Solutions defines socialenterprises as organisations that are:….led by an economic, social, cultural orenvironmental mission consistent with apublic or community benefit; trade to fulfiltheir mission’ derive a substantial portion of theirincome from trade’ and reinvest the majorityof their profits surplus in the fulfilment oftheir [social] mission.Finding Australia’s Social Enterprise Sector, Social Traders and the Australian Centre for Philanthropy and Nonprofit studies, June 210
  6. 6. We are interested in both the transformationof your business as well as the financialtransaction. Social Enterprise Solutions is partof a suite of programs delivered by ForestersCommunity Finance, including:• Finance for non-profits;• Finance for social enterprises;• Finance for individuals;• Knowledge exchange;• Social Investment design and development.
  7. 7. Money { Trade } Krug K & Weinberg CB (2004) Mission, Money & Merit: Strategic Decision Making for Nonprofit Managers, Nonprofit Management & Leadership. 14(3), Spring 2004, p325-342
  8. 8. Our ProcessWe utilise our extensive skills and knowledge of the social enterprise sector to assist usin analysing opportunities and adding value to your social enterprise:• Investment Appraisal - we review the capacity and capability of the social enterprise or non- profit. This requires us to meet with the organisation or business and gather a range of information.• Investment Packaging - where we identify investment readiness in a social enterprise or non-profit we move to support the process of pulling together all the information to present the investment opportunity to our investment committee.• Loan Application - the final stage is a formal application for finance and presentation of the investment for approval to the investment committee.• Loan Finalisation - once we have investment approval we will finalise the legal aspects, draw up contracts for you to sign and arrange the advance of capital.• Ongoing Review - we will work with the social enterprise or non-profit over the loan term to support success.
  9. 9. A cornerstone of Foresters work is to developstrategies to enable nonprofitorganisations reach their objectives.Often excluded from mainstream financialinstitutions, nonprofit organisations needaccess to capital to grow and develop.Foresters assists these organisations to realizetheir potential. To date this has been achievedthrough our Community Asset Building program.
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