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Over $1.7 Billion Raised Supporting Community Development Financial Institutions since 2000

PRODUCTS AND SERVICES

Founded in 2000, FUND Consulting has worked with nearly 350 clients raising over $659 million in government and local grants, investments and tax credits for its clients. FUND Consulting products are designed to support Community Development Financial Institutions from the initial start-up phase to advanced strategic management.

The Certification and Compliance Center

Obtaining and maintaining status as a CDFI is the essential element of a CDFI business model. The Certification and Compliance Center at FUND Consulting has the dedicated staff and expertise to focus on this important function. Since its inception, FUND Consulting has completed over 470 CDFI Certification and Recertification applications, helping CDFI banks, credit unions, and loan funds obtain and maintain their CDFI status.

FUND Consulting provides the following services designed to obtain and maintain certification:

  • CDFI Readiness Assessments
  • CDFI Certification and Recertification Applications
  • Compliance and Reporting
  • Target Market Amendments
  • Matching Funds Management and Subsequent Disbursement Requests
Consulting Services
Consulting Services

Strategic Services

The FUND Consulting team has the capacity and expertise to provide help with understanding markets, accessing capital, and reporting on impact. FUND Consulting has helped organizations understand market needs to enhance and develop products and services through the completion of over 145 market research projects and supported the strategic growth of organizations through the delivery of over 140 business, strategic, and capitalization plans.

FUND Consulting offers the following services which we provide as stand-alone projects:

  • CDFI Application Support and Review
  • Other Funding Applications
  • Market Analysis
  • Capitalization Planning
  • Strategic Planning
  • Diversity, Equity, and Inclusion Planning
  • Impact Analysis and Reporting

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Strategic Service Packages

FUND Consultants employ a comprehensive approach of linking funding applications to qualitative and quantitative research. This approach, coupled with FUND Consulting’s expertise and insight results in actionable tools to help increase funding and grow organizations.

Strategic Services Packages offer clients with a comprehensive engagement designed to increase funding and improve organizational effectiveness. Services are based on the three foundations of CDFI management: market, mission, and capital. Packages include the following services:

  • Funding or certification applications
  • Strategic Project(s)
  • Compliance Reporting
  • Liaison to CDFI Fund as needed
  • Ongoing scanning for opportunities
  • Networking and benchmarking with other clients in the cohort
  • Weekly Progress Updates
Consulting Services

MBTI Services: Empowering Teams Through Self-Awareness 

Unlock Better Communication, Collaboration & Leadership 

The Myers-Briggs Type Indicator (MBTI) is a powerful, research-based tool that helps individuals and teams understand their natural preferences, strengths, and working styles. FUND Consulting’s MBTI services transform these insights into practical strategies that improve team dynamics, elevate leadership effectiveness, and strengthen organizational culture. 

What We Offer 

MBTI Assessment Administration

Participants receive access to the official MBTI assessment (Step I and/or Step II) along with expert guidance to ensure accurate interpretation and meaningful application. 

Individual Type Verification Sessions 

Through a personalized conversation, individuals explore their results and confirm their best-fit type, gaining a deeper understanding of how they naturally communicate, make decisions, and approach work. 

Team Workshops 

FUND interactive sessions help that strengthen team and board performance by exploring: 

  • Team type composition 
  • Collaboration and problem-solving styles 
  • Communication dynamics 
  • Strengths and hard to see areas 
  • Managing stress and conflict 

Workshops are available in 90-minute, half-day, or full-day formats.

Leadership Development Coaching 

By understanding how different types naturally lead and what leadership challenges they face, individuals can develop their authentic leadership style, build more complete leadership teams, and adapt their approach to effectively motivate and guide people with different personality preferences. Develop effective leadership skills in yourself or others by understanding how personality type influences leadership style and approach. 

Reports & Follow-Up 

Each engagement includes practical resources such as: 

  • Individual type reports 
  • Team type summary 
  • Customized workshop materials 
  • Follow-up coaching options 

Why Organizations Choose MBTI 

  • Builds trust and psychological safety 
  • Reduces communication friction 
  • Enhances collaboration and inclusion across diverse working styles 
  • Supports employee engagement and retention 
  • Strengthens leadership pipelines 
  • Creates a shared language for teamwork and growth 

Bring MBTI to Your Organization 

Empower your team with insights that lead to stronger relationships, higher performance, and a more connected workplace. 

Contact us to schedule an assessment, workshop, or leadership session. 

 

 

 

Fundraising Consulting Services Annual Plan 

FUND provides a one-year package of fundraising services designed to establish a robust foundation for emerging or new CDFIs. At the end of the engagement, the CDFI will have formal fundraising goals, a database of potential funders, compelling and current materials for funders and investors, contacts and developing relationships at foundations, and funds raised and / or pending funding applications. The CDFI will be well positioned with the tools, funding, and training to move forward successfully with ongoing fundraising activities. 

  • Strategy and development of fundraising goals and plan 

  • Facilitation of planning session with leadership and / or board to establish fundraising goals, identify past and current funding partners, and document organizational resources and knowledge. Deliverable is a Fundraising Plan approved by the client. 

  • Enhanced service: Formal financial modeling spreadsheet 

  • Development of fundraising database 

  • Completion of customized research on relevant funding sources including assessment of potential as a funding source.  Deliverable is a database including current contact information and services completed with source during engagement. The database will be routinely updated during the term of the engagement. 

  • Outreach to identified sources of funding 

  • Communication via email, phone, and online form with up to 20 highest potential funding sources. 

  • Enhanced service: Development of Investor Packet and Impact Report 

  • Grantwriting 

  • Drafting and submission of up to 5 letters of intent or online preliminary submissions 

  • Preparation and submission of 2 formal proposals 

  • Board and staff member training on fundraising 

  • Facilitation of training session on both the usage of the tools created during the engagement as well as best practices for fundraising. 

 

 

 

General Compliance Services

The following services are available for both CDFI and Non-CDFI compliance needs:

  • Compliance Risk Matrix

  • Corrective Action Plan