The social finance field is growing rapidly, with over half of millennials interested in seeing their investments deliver positive social and environmental outcomes. Institutions are responding to demand from the investor market for more financial products that deliver positive outcomes, and to do so they are investing more and more in social entrepreneurs. This means that funding opportunities for charities, non-profits, for-profits, and co-ops are steadily increasing, and it's time to think about how you can tap into the growing field of social finance. However, taking outside investment may be an unfamiliar concept to you, or a complicated one at best. In this course, you'll learn all the basics of social finance, including the main sources of capital, what they can be used for, and who supplies them. You'll learn about the types of finance available to you and the differences between them, so you can identify the best fit for your organization. You'll also look at the main sources of investment, and how these sources will determine the conditions of the financing you take on.
At the end of this course, learners will...
Understand and be able to explain the following key points....
What exactly social finance is
Financing sources such as loans, bonds, shares, social impact bonds, and quasi-equity
Non-repayable funding sources, such as grants, donations, and pre-sales
Repayable funding sources, such as secured loans, unsecured loans, and bonds
Be able to use the following skills, tools, processes, procedures...
- Assess the financing needs of your organization
- Identify the investment landscape relevant to your organization
- Conduct a capital risk assessment
- Conduct an enterprise maturity assessment
Actually do the following tasks...
- Understand the context of social finance and what it means for your organization
Understand the main types of finance available and their differences
Identify the major sources of investment and their differences
- Identify your financial needs and describe some plausible ways they could be financed
Identify local sources of investment in your community and your risk tolerance
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