Dharmendra Kanani, Social Investment sfp2012
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This document discusses social impact bonds and how they work. Social impact bonds allow investors to fund social service organizations working with a target population. If the organizations deliver positive social outcomes, the government pays investors based on the results. This provides funding for interventions while transferring performance risk from the government to investors. The six key steps are: 1) government and investors sign a contract setting payment amounts per outcome, 2) investors provide funding based on the contract, 3) funding is used by social service organizations to work with those in need, 4) the organizations deliver services to improve outcomes, 5) positive outcomes are achieved benefiting society and reducing government costs, 6) the government pays investors based on results achieved.
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Translating Plain English
1) The document discusses the Peterborough Social Impact Bond, the first program to use private investment to fund social programs. It was launched in the UK in 2010 to reduce recidivism.
2) If the program succeeds in reducing recidivism by 7.5% or more, private investors will receive a return on their investment from savings to the government. This shifts performance risk to private investors.
3) The document explores whether this Social Impact Bond model can be applied in the US to expand funding for effective social programs and drive outcomes-focused funding.
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The document provides information about the Beaufort Presentation to Financial Institutions given by Lowcountry Housing Trust. It summarizes that Lowcountry Housing Trust is a non-profit CDFI that lends funds to develop affordable housing. It has provided over $13 million in loans leading to over 750 affordable housing units. The presentation outlines the various funding sources and partnerships that allow Lowcountry Housing Trust to leverage funds to support affordable housing and community development projects.
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The document summarizes federal discretionary funding and appropriations for fiscal year 2012. Key points:
- Discretionary funding decreased 1% from 2004-2012 when adjusted for inflation.
- Total discretionary funding for FY2012 was $1.166 trillion, a 3% decrease from FY2011.
- Overseas contingency operations funding decreased 27% from FY2011 to FY2012.
- Many federal agencies rely heavily on contractors, with over 50% of agency budgets going to contracts at agencies like NASA, Transportation, and Homeland Security.
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Translating Plain English
1) The document discusses the Peterborough Social Impact Bond, the first program to use private investment to fund social programs. It was launched in the UK in 2010 to reduce recidivism.
2) If the program succeeds in reducing recidivism by 7.5% or more, private investors will receive a return on their investment from savings to the government. This shifts performance risk to private investors.
3) The document explores whether this Social Impact Bond model can be applied in the US to expand funding for effective social programs and drive outcomes-focused funding.
Financing Transformational Change
The document outlines Indonesia's strategy for financing transformative climate change projects through public-private partnerships and funding mechanisms. It establishes the Indonesia Green Investment fund that will co-invest with private investors in joint investment companies supporting renewable energy and other climate projects. Examples provided include a feed-in tariff program that pays an avoided cost rate premium to independent power producers to scale up renewable energy, with various entities and insurance programs in place to manage risks and ensure payments. The government also plans to gradually reduce electricity subsidies to free up funds for infrastructure and renewable energy development.
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The document provides information about the Beaufort Presentation to Financial Institutions given by Lowcountry Housing Trust. It summarizes that Lowcountry Housing Trust is a non-profit CDFI that lends funds to develop affordable housing. It has provided over $13 million in loans leading to over 750 affordable housing units. The presentation outlines the various funding sources and partnerships that allow Lowcountry Housing Trust to leverage funds to support affordable housing and community development projects.
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The document discusses potential funding options totaling $1 billion needed to finance resiliency infrastructure along Manhattan's East Side to protect coastal communities from climate change risks. Option 1 proposes issuing a "Resilience Bond" through taxes or surcharges on property owners and businesses in the target area, with debt service of around $55 million annually. Option 2 involves directly assessing the $1 billion on individuals and businesses in the target area. Supplemental sources discussed to provide interim financing include EB-5 financing of $250 million+, a zero coupon bond offering also of $250 million, and a $100 million initial investment from a private "Master Developer".
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This document discusses Pay for Success bonds as a new approach to social program funding. It begins by describing traditional government funding which allocates money to different agencies for various programs without knowing which are truly effective. Pay for Success bonds allow private investors to fund social service providers upfront, and the government only pays if the programs achieve pre-agreed outcomes. This addresses issues of scaling effective approaches and shifting funds based on results. However, there are also challenges around complexity, measurability, and political will. Overall, Pay for Success bonds aim to leverage private capital to expand programs that work, while only spending public money when objectives are met.
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The document summarizes federal discretionary funding and appropriations for fiscal year 2012. Key points:
- Discretionary funding decreased 1% from 2004-2012 when adjusted for inflation.
- Total discretionary funding for FY2012 was $1.166 trillion, a 3% decrease from FY2011.
- Overseas contingency operations funding decreased 27% from FY2011 to FY2012.
- Many federal agencies rely heavily on contractors, with over 50% of agency budgets going to contracts at agencies like NASA, Transportation, and Homeland Security.
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Greater northern $50,00 offer
Greater Northern Community Investment Group is a nonprofit that works with municipalities to redevelop blighted and vacant properties. It acquires discounted properties, rehabs them, and sells or rents them at affordable rates. This provides revenue to cities, creates homeownership opportunities, and strengthens communities. Greater Northern is requesting $50,000 to acquire and rehab 1 unit, with plans to eventually rehab 5 units in Aliquippa, PA in partnership with a local bank and city. The project will inject $1.1 million into the community and help families by making homeownership affordable through below-market sales prices and affordable mortgages.
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This document outlines the services and benefits of a professional standards and collaborative partnerships program. It aims to develop long-term relationships with clients to provide trusted financial advice and identify lifetime objectives. The program structures innovative partnerships between clients and advisors to foster superior service and lifetime tailored planning. This includes professional standards, collaborative efforts, and lifetime relationships. It identifies clients' financial and lifestyle goals, models income and asset targets, assesses current status, and maps affordable strategies with ongoing reviews. The program provides financial reviews, accounting services, investment research, property purchasing benefits, protection coverage reviews, newsletters, buying groups, client management, tax return preparation, workshops, planning reviews, and property management for any properties purchased. Clients are guaranteed a
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First, Dunleer expanded its lending opportunities with a focus on loans for other investment platforms and developers. The loans are primarily structured as bridge to equity loans, a lending structure that typically has quick turnarounds of between three and ten months. The loans start at $500,000 and go up to $5 million.
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3. The pilots aim to test social benefit bonds and generate lessons around defining and measuring outcomes, payment-for-results contracting, and targeting resources to maximize outcomes.
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This document provides an overview of social impact bonds (SIBs), including background information on what they are, who initiates them, their purpose, examples of SIBs that have been implemented, and their potential applicability for non-profits. SIBs are performance-based investment bonds that provide funding for social services, with investors being repaid based on outcomes achieved. The first SIB aimed to reduce recidivism in Peterborough, UK, showing promising early results. Other countries like the US are now experimenting with SIBs focused on issues like recidivism, health care, and education.
Funding Your Social Enterprise: Approaches & Resources for Nonprofits
The document discusses various approaches and funding resources for social enterprises and nonprofits, including loans from community development financial institutions, program-related investments from foundations, and mission-related investments that align with a foundation's goals. It provides examples of specific social enterprises, their models and financing approaches. The webinar addresses common questions around accessing capital through grants, debt, and equity.
Private Public Intro to Social Impact Bonds and Community Interest Companies,...
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The role of Government in the Social Economy
The capacity building seminar will gather the main stakeholders who are concerned with building conducive ecosystems for social enterprises: policy makers and administrators, networks of social enterprises and social economy actors, social finance players.
Social investment as a policy tool
1) Social investment is an important tool that government departments can use to finance new approaches to tackling social problems and achieve policy objectives. It can help support innovation and reduce long-term public funding requirements.
2) The document provides examples of how social investment has been used to support homelessness services, dementia care, and community organizations. It also outlines some common social investment models like social impact bonds.
3) Government has established funds and organizations to promote social investment, including Big Society Capital, the Investment and Contract Readiness Fund, and the Social Incubator Fund. These aim to increase capital available for social investment and build the capacity of social sector organizations.
Community Development Financial Institutions Fund's Bond Guarantee Program Fu...
The Community Development Financial Institutions Fund's Bond Guarantee Program was authorized to guarantee up to $500 million in bonds for 2013 to promote investment in underserved communities. The program allows certified CDFIs to issue bonds guaranteed 100% by the fund to lend proceeds to other CDFIs. To qualify for the program, entities must be certified as CDFIs by meeting requirements including having community development as their primary mission. The fund also offers other programs including financial assistance awards, technical assistance awards, and tax credits to encourage investment in low-income communities.
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Dharmendra Kanani, Social Investment sfp2012
- 1. Social Investment Dharmendra Kanani Director of England 28 December 2012
- 2. Social Impact Bonds: Pioneering and Innovative Sign contract in which a fixed value Raise investment based on the contract 1 is paid per positive social outcome 2 with government Social Impact Bond Government Investors Fund Government pays amount based Investors receive payments from government 6 on positive social outcome 7 net of the cost of funding interventions delivered The SIB fund is used to provide grants to fund the 3 work of service organisations with the target population Service 5 Positive social outcomes Organisations deliver benefits to society and cost savings to government The service organisations work with the target 4 population and deliver social outcomes Contract Target population Funds Benefits
- 3. Bryan’s story • Homelessness The One • Alcoholism Service • Prison
- 4. Phil’s story Initial frustrations Gap in the market Cool2Care - 2008 pilots Social investment – loan funding Next Steps – mini-SIB
- 5. Our story Product innovation • Peterborough SIB • Grant to Social Finance • Next Steps: Supporting social investment in England Working with commissioners • Co-Commissioning Fund Support for social entrepreneurs and VCSE organisations • Investment Readiness Fund • Social Incubator Fund • Big Venture Challenge / School for Social Entrepreneurs