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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:
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.
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.

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.

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