🌿 SERVICES
What We Do
We help organizations design, evaluate, and implement strategies that create measurable community impact and regulatory confidence.
Our services are tailored but grounded in four core areas:
01. Tax Credit Strategy & Implementation
Helping institutions maximize the community and financial value of tax credit programs.
Support includes:
- LIHTC and NMTC strategy
- Project evaluation and impact planning
- Due diligence & regulatory alignment
- Partnership structuring and readiness
02. CRA Strategy & Compliance
Community Reinvestment Act support rooted in equity, data, and meaningful engagement.
Support includes:
- CRA exam preparation & audit readiness
- Community Needs Assessment (CNA) design
- Impact measurement & reporting
- Investment strategy and community partnership alignment
03. Community-Benefit Planning
Designing community-focused initiatives that strengthen trust and drive equitable development.
Support includes:
- Community-benefit agreements (CBAs)
- Workforce development & local hiring strategies
- Small-business support models
- Stakeholder engagement planning
04. Social-Impact Strategy
Helping organizations turn good intentions into measurable, long-term outcomes.
Support includes:
- Impact frameworks & metrics
- Grantmaking & deployment strategy
- Program design & implementation
- Cross-sector partnership development