Investing

Investing in People and Places

CEI and its wholly-owned subsidiaries manage over $770 million of capital raised from private foundations, financial institutions and public entities who have embraced CEI’s holistic community development finance strategies.

CEI’s business model encompasses “the triple bottom line” – economy, equity and ecology. We try to bring these three disciplines to bear on our underwriting methodology so that a social investment in us generates financial, social and environmental returns.

Please click here to view our Fall 2016 Core Mission Investments Report.

Here are ways you can invest in community development with CEI:

Make a loan: Loans to CEI pooled with other funds for targeted relending to small businesses, social services and affordable housing projects. Earnings above costs support the fund.

Donations: A gift to CEI to support sustainable economic development initiatives. CEI is a 501(c)(3) charitable corporation, and donations are tax-deductible to the full extent permitted by federal law. Donate to CEI now.

Equity: CEI currently manages socially responsible venture capital funds. Portfolio performance information is available upon request.

Investment Notes: CEI Investment Notes are a fixed-income product for accredited investors to participate in CEI’s work and related social, environmental and economic benefits.

New Markets Tax Credit: A federal income tax credit of up to 39% over 7 years is available for qualifying investments in targeted areas. Other state/federal tax credits may be available.

Tax Credit for IDA: Maine taxpayers are eligible for tax credits for contributions to Individual Development Account program (matched savings for low-income families).