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Making an impact through commercial loan opportunities

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Invest in the Self-Help mission and support local communities

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Check Out Our Member Stories

Supporting small businesses nationwide

Read More
Read Our Annual Report

See the numbers of how we supported our communities

Learn More
Invest in What We Do

Connect with our team to see how you can be a part of the mission

Reach Out

Loans and Tax Equity Investments

Invest in communities

Your loans and investments help create economic opportunity for all.

Meaningful community impact
Low-risk, stable investment options
CRA credit opportunities
Tax credit investments
Drive transformative impact and meet your investment goals.

Make a difference in communities across the country with a low-interest, long-term loan or tax credit equity investment to Self-Help Ventures Fund.

Drive transformative impact and meet your investment goals.

Make a difference in communities across the country with a low-interest, long-term loan or tax credit equity investment to Self-Help Ventures Fund.

Meaningful community impact
Low-risk, stable investment options
CRA credit opportunities
Tax credit investments
Our work

Investments in Self-Help Ventures Fund help to power:

Our current funding priorities include affordable housing development and preservation, renewable energy, HBCUs, and general liquidity to support all of Self-Help Ventures Fund's charitable activities.

Investment options

Loans & program-related investments

Capital in the form of long-term, low-interest loans and program-related investments (PRIs) help drive our mission, including investments in specialized programs that require more flexible or subsidized support. Self-Help Ventures Fund seeks loans over $2 million.

Tax credit equity investments

Self-Help Ventures Fund also raises tax credit equity to support community projects through various tax programs, including Historic Tax Credits, New Markets Tax Credits, Low-Income Housing Tax Credits and Investments Tax Credits.

Connect with our team to get started.

We can share details on projects, Self-Help's financials, investment options and more.

Interested in making a smaller or shorter-term investment?

Consider becoming a depositor in one of Self-Help's credit unions. Our deposit products are a great fit for individual and organizational investors who want to make an impact while also earning a strong return.

About Self-Help Ventures Fund

The Ventures Fund is a nonprofit 501(c)(3) loan fund capitalized with loans and investments from foundations, banks, corporations, government sources and others. 

As an unregulated financial institution, Self-Help Ventures Fund (SHVF) manages flexible, often subsidized commercial lending programs like the New Market Tax Credit program, Bond Guarantee Program and Affordable Housing Loan Funds that are responsive to local needs. 

SHVF also houses Self-Help's commercial real estate and affordable housing development work, flexible secondary market loan purchasing programs and secondary capital investments in Self-Help's credit unions. 

Self-Help Ventures Fund is top-rated (AAA, 4 stars Plus) by Aeris, an independent credit rating agency specializing in assessing non-depository community development financial institutions (CDFIs). 

Fast Facts: Self-Help Ventures Fund 

Founded:

1984

Asset size:

$1.3 billion

Net worth:

Over $760 million

Certifications:

Certified CDFI. Rated AAA 4 stars Plus by Aeris

"Self-Help Ventures Fund's past performance, current financial position, and excellent risk management practices have positioned the organization exceptionally well for weathering unexpected crises."

– 2024 Aeris Rating Report (full report available upon request)

Our impact

Since 1980, we've provided more than $12 billion in financing for families, businesses, nonprofits and communities. Our impact over that time includes:

86,000 jobs 
19,000 home loans
102,000 school or childcare spaces

The impact of community investment

A New Model for Affordable Housing: Willard Street Apartments

Support from investors like you helped create Willard Street Apartments, 82 units of high-quality, affordable housing in the heart of downtown Durham, NC.

A New Model for Affordable Housing: Willard Street Apartments

Support from investors like you helped create Willard Street Apartments, 82 units of high-quality, affordable housing in the heart of downtown Durham, NC.

Note: Debt and equity investments are not federally insured.

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