Self-Help Announces DTC-eligible Term Certificates for SRI Investors Jun 27, 2016 Contact: David Beck, Self-Help Credit Union, 919-956-4495, email@example.com Durham, NC — Self-Help’s credit unions today announced a pilot partnership with Multi-Bank Securities, Inc. (MBS) to underwrite and distribute DTC (Depository Trust Company)-eligible share term certificates. The new term certificate will simplify access for investment managers to invest in Self-Help Credit Union and Self-Help Federal Credit Union’s mission-driven work by purchasing federally-insured fixed-income term certificates. Three investment firms that specialize and are leaders in socially responsible investing have all participated in Self-Help’s first DTC-eligible term certificate offering which settled on Tuesday, June 21, 2016. They are Walden Asset Management, Trillium Asset Management, and Fresh Pond Capital, a wholly-owned subsidiary of Reynders, McVeigh Capital Management. "We are excited to join with MBS to offer a DTC-eligible product and extremely grateful to Walden, Trillium and Fresh Pond Capital for their investment commitment,” said Kristen Cox, Self-Help Credit Union Investment Associate. “We hope this DTC-eligible product will significantly increase the ease of investing in Self-Help's work to support low- and moderate-income individuals, families and communities." Cheryl Smith, Managing Partner at Trillium Asset Management, LLC who was the first to commit to this offering said, “For more than 30 years, Trillium Asset Management has offered our investment clients a range of community investment options. Self-Help Credit Union has a decades-long commitment to providing community development finance, affordable credit and banking services for underserved communities. We support Self-Help Credit Union’s long-term efforts to support sustainable food systems and to create stronger neighborhoods, and we commend their effort to originate a DTC-eligible share certificate for distribution.” “It is important to Walden’s clients to make a positive social impact through their investments,” said Carly Greenberg, an ESG Analyst at Walden Asset Management responsible for overseeing its community investing service. “We are pleased to offer our clients the opportunity to invest in term certificates issued by Self-Help’s two credit unions, given the organization’s long-term commitment to lending to grow small businesses, finance environmentally sustainable projects, and provide affordable home loans to thousands of families in the U.S.” Tim Peacock, Senior Vice President at Multi-Bank Securities, Inc. said, "When Self-Help Credit Union reached out to Ian Netupsky, an account executive with MBS, with the idea of issuing a ‘tradeable’ security that would allow money managers the opportunity to invest in their credit unions, he realized we were looking at something new and different. This is a unique opportunity in which we can help support a targeted distribution effort to attract mission- and values-based investments.” “This new product creates a win-win for Self-Help and its mission-focused partners,” Peacock said. “It offers federally-insured certificates at terms approximately 0.25% below Self-Help’s current published rates and delivers an efficient settlement process for both issuer and investor.” A single Master Certificate (per offering) is held in safekeeping, and all ownership records are maintained (book-entry) with the DTC. A CUSIP number is assigned and enables an easily-managed start-to-finish process for both purchaser and issuer. The result is an instrument that is insured and supported with a secondary market, a combination that meets the needs of investment advisors who are looking for opportunities to combine social impact with liquidity. Through the purchase of 36- and 48-month term certificates for the clients of these three firms, this initial offering raised $3.6 million for Self-Help. “We are excited to be participating as a way to align our clients’ values of supporting groups working to alleviate poverty in critical geographic regions in our country, targeting underserved communities through an accessible and efficient investment offering,” said Maria Arabatzis, Portfolio Manager and Social Investments Coordinator at Fresh Pond Capital. “What is most exciting to me is we will seamlessly be able to weave in Self-Help’s community impact for clients who are wholly-committed to socially responsible and community investing,” Cox said. Self-Help will be limiting nonmember DTC term certificates at $20 million. Interested firms that invest in fixed-income products and specialize in socially responsible and impact investment strategies should contact Kristen Cox at Kristen.Cox@self-help.org or 919-956-4630. www.self-help.org ###deposi About Self-Help Self-Help, a community development credit union and lender headquartered in Durham, NC has provided more than $6.9 billion in financing to 112,000 families, individuals and businesses underserved by traditional financial institutions. It helps drive economic development and strengthen communities by financing homebuyers, nonprofits, childcare centers, community health facilities, public charter schools, and residential and commercial real estate projects. Self-Help Credit Union serves more than 58,000 members across North Carolina, and Self-Help Federal Credit Union serves more than 62,000 members across California, southwest Chicago and central Florida, with a full range of financial products and services. About Multi-Bank Securities, Inc. Multi-Bank Securities, Inc. (MBS) is a FINRA-registered, veteran-owned broker-dealer with more than 28 years of experience in underwriting, distributing and funding certificates of deposit for insured financial institutions. We are licensed in all 50 states and uniquely positioned to support this funding resource as many of our core clients meet the requirements to qualify as an eligible nonmember. MBS has settled deposits into more than 3,000 financial institutions and has been a DTC CD underwriter for more than 15 years. Related liquidity outlets provided by MBS include balance sheet liquidity, referred CDs and internet deposits. ### 2019 News Releases 12/17/19 - Self-Help Credit Union Announces Merger with Turbine Federal Credit Union 11/04/19 - Free 'Know Your Rights' Event for People with Disabilities 10/14/19 - Self-Help Federal, Fresno, Grand Reopening 10/11/19 - Self-Help Credit Union is coming to Raleigh 09/19/19 - Affordable housing loan fund launches in Durham 08/13/19 - Trump Administration’s New “Public Charge” Rule Could Harm Low-Income Immigrants 07/29/19 - Self-Help Credit Union Announces 2019 Scholarship Winners 07/15/19 - Grand Opening Celebration Self-Help Credit Union, Charlotte 04/01/19 - Self-Help Offers Scholarships for Students Who Give Back To Our Community 03/27/19 - Imagine: the future of homegrown entrepreneurship 03/25/19 - March 30: Grand Opening, Angier Business and Children’s Center 02/11/19 - Self-Help Apopka Grand Opening Continues Legacy of Community Trust 02/11/19 - Free Disability Rights, Assistive Technology Event in Asheville, Feb 27 2/11/19 - Free Disability Rights, Assistive Technology Event in Morganton, Feb 26 01/31/19 - Black History, Black Entrepreneurship: Couple Launches Independent Pharmacy in Historic East Durham 01/24/19 - National Baptist Convention Embarks on National Campaign 01/14/19 - Self-Help Offers Hardship Loans to Furloughed Federal Employees 2018 News Releases 12/13/18 - New Video Explores Legacy of Bakersfield Credit Union First Founded by Cesar Chavez 09/25/18 - CommunityWorks Federal Credit Union Joins Self-Help To Benefit Members, CommunityTo Benefit Members, Community 08/24/18 - The MacArthur Foundation invests in Seaway, a division of Self-Help Federal Credit Union 08/07/18 - Newell Named President of Seaway, a Division of Self-Help Federal Credit Union 05/23/18 - Self-Help Credit Union, Mangum Street Grand Rededication (Durham) 2017 News Releases 09/19/17 - Self-Help Announces Third Annual "Bringing It Home" Conference in Asheville, NC 06/29/17 - In Senate Committee Hearing, CRL Lays Out Consumer Plan For GSE, Housing Finance Reform 06/13/17 - Florida’s Jax Metro Credit Union Merges with Self-Help Credit Union effective June 1 03/13/17 - Self-Help to Acquire Selected Branches of Former Seaway Bank in Chicago 2016 News Releases 09/13/16 - Family Federal Credit Union in Wilmington, CA Merges with Self-Help Federal Credit Union 07/13/16 - Self-Help Credit Union Announces 2016 Education Scholarships Winners 06/27/16 - Self-Help Announces DTC-eligible Term Certificates for SRI Investors 04/19/16 - Revolution Mill Media Event on Major New Tenant Thursday April 21, 8.30 am 04/14/16 - Self-Help Credit Union Announces 2016 Community Education Scholarships 04/13/16 - Self-Help Credit Union and Greater Piedmont Credit Union Announce Merger 03/10/16 - Lease Signing Ceremony Tuesday, 3pm March 14 between Renaissance Community Co-op and Self-Help 02/23/16 - Study: Self-Help “Fresh Start” Product Improves Credit Scores 02/03/16 - Florida’s Community Trust Federal Credit Union Merges with Self-Help Federal Credit Union 2015 News Releases 12/02/15 - CDFIs Craft3, Self-Help Complete Second On-Bill Repayment (OBR) Loan Sale 11/19/15 - Self-Help Credit Union Report: Racial Disparities in Marijuana Enforcement Undercut Durham Progress 11/17/15 - Grand Opening Thursday for Fresno’s Self-Help Federal Credit Union Branch 10/14/15 - Revolution Mill Hosting Media Tour Tuesday, October 20 at 10 am 10/01/15 - Self-Help’s Choice Community Credit Union Adopting Self-Help Credit Union Name 09/15/15 - National Cooperative Bank, Self-Help Federal Credit Union Team Up to Finance Los Angeles’ With Love Market & Café 09/14/15 - Self-Help Credit Union Hosts Brevard Branch Open House 08/24/15 - Self-Help Closes $4.6 Million Loan to Minneapolis’ Eastside Food Co-Op 08/17/15 - Statement on Julian Bond’s Passing by Self-Help CEO Martin Eakes 08/06/15 - Self-Help Credit Union “Adopt a Backpack” Drive Up and Running 07/28/15 - Self-Help Ventures Fund Ramps Up Construction On 45-Acre Revolution Mill SIte 07/14/15 - Self-Help Ventures Fund Ramps Up Construction on 45-Acre Revolution Mill Site 07/09/15 - Self-Help Credit Union Announces Education Scholarships Winners 06/11/15 - Renaissance Shops Groundbreaking Tuesday, June 16 at 10:30 am 04/09/15 - Durham Co-op Market Ribbon Cutting at 2pm Saturday 03/17/15 - Grocers on Wheels, Self-Help Credit Union Borrower, in Durham Today! 02/13/15 - Self-Help Credit Union Hosting New Economy Conference on March 18th About Self-Help Self-Help is a leading national community development financial institution headquartered in Durham, NC. Since 1980, Self-Help has provided over $8.5 billion in financing to 150,000 families, individuals and businesses. It helps drive economic development and strengthen communities by providing responsible financial services; lending to individuals, small businesses and nonprofits; developing real estate; and promoting fair financial practices across the nation. Through its credit union network, Self-Help serves over 150,000 people in California, Florida, Illinois, North Carolina, South Carolina, Virginia, and Wisconsin. The nonprofit Center for Community Self-Help is the umbrella organization for the Self-Help family of nonprofit organizations, which includes Self-Help Credit Union, Self-Help Federal Credit Union, Self-Help Ventures Fund and the Center for Responsible Lending.