CDFI Certification Specialists

Optimize Your Community Contribution
With CDFI Certification

Showcase your commitment to community development with CDFI Certification.

Strategy | Impact | Results

Benefit From Our Experience and Dedication to Advancing Change in Underserved Communities

CDFI Certification establishes your institution as a key player in community economic development and provides access to a range of benefits, including grant funding opportunities, increased community connection, and a greater impact investments in the populations you serve.

As leading CDFI industry consultants, we are here to guide you through the CDFI Certification process, ensuring that your organization meets all necessary criteria for a successful application

Join us on this journey to strengthen your economic impact and elevate your reputation as a trusted community partner and industry leader.

Expertise You Can Trust

With combined experience of nearly nine decades representing community financial institutions, our multidisciplinary team will support your organization with our wealth of knowledge and expertise.

Practiced in CDFI Certification, Grant Applications, and Compliance, your CDFI strategy will be expertly managed by our industry-specific knowledge and efficient processes.

With a 100% success rate in obtaining CDFI Certification across the US, we are the perfect partner to strengthen your CDFI Certification application and funding strategies.

Strategies Tailored for Success

No two organizations are the same, which is why our approach is highly customized to your institution’s strategic goals and community development needs.

We work closely with you and your team to develop strategies that align with your primary mission and impact objectives.

Since 2014, we have secured more than $350 million in CDFI Fund awards for our clients, which speaks to our ability to create customized strategies that deliver results.

Frequently Asked Questions

What is CDFI Certification?

CDFI Certification is a designation granted by the CDFI Fund to specialized institutions providing financial services to underserved communities.

This recognition highlights a commitment to economic growth and prosperity where it’s needed most — empowering organizations to create lasting impact.

What organizations are eligible for certification?

CDFIs can include both regulated entities like community development banks and credit unions, as well as non-regulated bodies such as loan and venture capital funds.

What are the eligibility requirements for certification?

To apply for CDFI Certification, your organization must meet each of the following criteria:

  • Be a legal entity at the time of Certification application;
  • Have a primary mission of promoting community development;
  • Be a financing entity; Primarily serve one or more target markets;
  • Provide development services in conjunction with your financing activities;
  • Maintain accountability to your defined target market; and
  • Be a non-government entity and not under the control of any government entity (Tribal governments excluded).
Does my organization meet the requirements for CDFI certification?

To find out if your organization meets the requirements for CDFI Certification, contact us for a free consultation and CDFI Preliminary Suitability Analysis.

Contact Us

Contact us for a free consultation and CDFI Preliminary Suitability Analysis.

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