BrooksSet
BrooksSet
  • Home
  • About
    • About
    • FAQs
  • Services
    • Our Services
    • CDFI Revenue
  • Consultation
    • Book Consultation
    • Contact
  • Resources
    • CDFI Resources
  • Join Us
  • More
    • Home
    • About
      • About
      • FAQs
    • Services
      • Our Services
      • CDFI Revenue
    • Consultation
      • Book Consultation
      • Contact
    • Resources
      • CDFI Resources
    • Join Us
  • Sign In
  • Create Account

  • Bookings
  • My Account
  • Signed in as:

  • filler@godaddy.com


  • Bookings
  • My Account
  • Sign out

Signed in as:

filler@godaddy.com

  • Home
  • About
    • About
    • FAQs
  • Services
    • Our Services
    • CDFI Revenue
  • Consultation
    • Book Consultation
    • Contact
  • Resources
    • CDFI Resources
  • Join Us

Account

  • Bookings
  • My Account
  • Sign out

  • Sign In
  • Bookings
  • My Account

Beyond Grants: A Working Lab for CDFI Sustainability

Welcome to the 2026 Alliance Session page for “Beyond Grants: A Working Lab for CDFI Sustainability.” This session is designed to provide Community Development Financial Institutions (CDFIs) with the tools, resources, and actionable strategies needed to build a sustainable and repeatable capital strategy.

During this interactive session, participants will:

  • Conduct a self-assessment of their funding mix and identify key constraints.
     
  • Develop a Sources-to-Uses strategy with clear guardrails to ensure sustainable capital deployment.
     
  • Create a 12-month capital calendar to proactively manage their funding cycles.
     
  • Formulate a 30-90 day action plan with concrete steps and deadlines for immediate execution.
     

This page serves as the primary hub for all downloadable resources, session templates, and relevant tools to help you implement the strategies discussed during the event.

Start Implementing Today—Download Your Resources

Resources

Available Resources & Templates

 The following resources and templates are designed to help you implement the key strategies from the session and drive long-term sustainability for your CDFI. Each template is crafted to be practical, results-oriented, and easy to use. 

Get in Touch

Maximize Your Impact with Strategic Guidance

 At BrooksSet Capital Advisory, we help CDFIs and mission-driven organizations navigate capital strategy complexities. With our deep expertise in community investing and financial sustainability, we provide the tools and guidance to build resilient funding models, ensuring your organization stays mission-focused and financially strong. 

Stay Connected for Ongoing Support!

Contact

Next Steps

 To take the next step in refining your capital strategy, we invite you to book a consultation with our team. Whether you are looking to design a new capital strategy or optimize an existing one, our expertise is here to help you build a sustainable future for your organization. 

Helpful Resources

 For CDFI sustainability, explore CDFI Coalition (Visit), OFN (Explore), and the CDFI Fund (Visit) for tools and funding opportunities. Check out Capital Access Tools (Resources) and Financial Sustainability Articles (Read) for further insights. 

Drop us a line!

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Contact Us

 For additional assistance or personalized guidance regarding the resources provided, please use the form below to get in touch. 

BrooksSet

901-545-5641

Take the Next Step Toward Sustainable Growth!

Resources

Copyright © 2026 BrooksSet - All Rights Reserved.

  • Privacy Policy
  • Terms & Conditions
  • Book Consultation

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept