Investor Survey | Our Native Circle

Would you like a web page/link on Our Native Circle that provides an overview of community investing from the investor/funder perspective with FAQs, common issues, hints and tips, etc.?:

Yes

No

Would you be willing to assist with the creation of those initial overview and feedback documents?:

Yes

No

Would you like a web page/link on Our Native Circle to Native community development (NCDFI, CDC, nonprofit, housing authority) professional promotional and investment materials that::

Provide an overview of the Native CDFI/community development industry?

Delineate clearly and precisely the steps investors must take to invest in an NCDFI or like institution?

Provides information about the benefits and risks involved with investing in an NCDFI or like institution?

Provide access to NCDFI annual reports?

Provide access to NCDFI promotional brochures?

Provide access to NCDFI standardized financial information?

Would you like a list of NCDFIs and other institutions on Our Native Circle with the administrative and technological systems that have the basic capacity to handle money manager accounts?:

Yes

No

Would you like a link on Our Native Circle to the Social Investment Forum’s (SIF) directory of financial professionals familiar with the campaign to encourage community investing?:

Yes

No

Are you a member of the Social Investment Forum?:

Yes

No

Do you attend Socially Responsible Investing events?:

Yes

No

Do you presently invest/grant with Native CDFIs, CDC other community development institutions?:

Yes

No

Email:

Name: *

Organization:

Phone:

What areas of Native community development lending are you most interested in supporting?:

Community services and facilities development

Construction and ownership of affordable housing

Entrepreneurship development

Small business development

Microenterprise development

Financial education and asset building development

Core Native CDFI/Native financial institution support

Other

What is the general range you are interested in investing/funding on your behalf or that of your customer/partner as a whole?:

Under $10,000

$10,000-$75,000

$76,000-$125,000

$126,000-$250,000

$251,000-$500,000

$500,000-$1,000,000

Greater than $1,000,000

What is the general range you are interested in investing/funding on your behalf or that of your customer/partner to a single institution?:

Under $10,000

$10,000-$75,000

$76,000-$125,000

$126,000-$250,000

$251,000-$500,000

$500,000-$1,000,000

Greater than $1,000,000

Which of the following would you like to have access to on Our Native Circle:

Profiles of Native Community Development Financial Institutions and like organizations

Native institution mission statements

Contact links

Key Native CDFI contact persons for money managers and investors

Would you be interested in a regional overview of all Native Community Development Financial Institutions and related institutions on Our Native Circle?:

Yes

No

Would you be interested in advertising/sponsoring on Our Native Circle were that option made available?:

Yes

No

Would you be interested in regular Our Native Circle/Oweesta newsletter updates (with compelling stories and photos about the members of Our Native Circle, Oweesta customers, etc.)?:

Yes

No

Would you like a link on Our Native Circle to the Social Investment Forum’s (SIF) link to a directory of financial advisors who currently manage portfolios with at least 1% invested in communities?:

Yes

No

Would you like Our Native Circle staff to contact you about sponsoring Our Native Circle or for further conversations on investing Native community development institutions?:

Yes- I want to sponsor an ad and become a member of Our Native Circle

Yes- I want to discuss investing in Native community development institutions further

No

Would you like to have your bank, foundation, investment firm, fund, etc. profiled on Our Native Circle?:

Yes

No