The Illinois Valued Advisor Fund (IVAF) facilitates long-term community development in economically distressed areas through direct funding of businesses, community facilities, and commercial real estate initiatives that are aligned with local community plans.

IVAF also partners with local community development organizations to provide investment into these entities and subsequently into projects aligned with community interests. By investing in growth of the community-aligned projects and businesses, and providing additional financial advisory services, the IVAF seeks to provide opportunities for sustainable economic growth in the communities it serves.

Fostering sustainable economic growth for underserved communities requires a combination of capacity building and direct financial support.

The Illinois Valued Advisor Fund:

• Maximizes community relationships and resources
• Leverages New Markets Tax Credits (NMTC)
• Provides access to underwriting structuring, compliance, and reporting expertise
• Establishes connections between investors, lenders, and alternative resources
• Offers basic training for lenders, investors, community development entities (CDEs) and community development financial institutions (CDFIs) in NMTCs
• Provides financial counseling and other services to not-for-profits, business, and other entities to support long-term community growth

Additional information:

• Advisory Board
• Illinois Valued Advisor Fund applications
  • Community Needs Assessment Cover Letter and Survey
  • New Markets Tax Credits CDE/CDFI Partner Application
  • New Markets Tax Credits Project Application
  • Financial Counseling and Other Services Application
     

For specific questions on the Illinois Valued Advisors Fund, please contact:

Josie Kotsioris
312 729 8177
jkotsioris@illinoisvaluedadvisorfund.com

Terri Preston
312 307 9550
tpreston@illinoisvaluedadvisorfund.com

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