OFN Member Client Story Form

Your client success stories illustrate what it means to deliver opportunity for all. They help OFN demonstrate how CDFIs work to help create good family-wage jobs, decent affordable homes, healthy foods, locally-owned stores, quality schools and community facilities, and so much more.

We invite you to submit client stories and photos that illustrate your impact. OFN may use these stories on our website, in national or local media pitches, on our social media channels, in our conversations with policymakers and partners, and in research and funder reports. For stories to have the greatest impact, please keep in mind:

  • Stories should be recent (within the last year)
  • Stories should include clients and/or partners who would be comfortable with sharing their photos and information
  • Clients and partners may need to be contacted for further details

Questions? Contact Caroline Valvardi.

Submit Your #CDFIstory

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CDFI Contact Information

Name

The Facts

Date of Financing or Other Services
(e.g. community facility, affordable housing, small business, charter school, healthcare facility)

The Details

Please summarize key details of the story in 3-5 sentences. Ideally the summary should answer the following questions:
  • Why did the client need financing and/or technical assistance?
  • Did the client try for mainstream financing?
  • How did the client learn about your CDFI?
If you answered this in the previous question, please put "N/A". Your answer to this question is extremely valuable in making the case for CDFIs and why they're needed!
What can you share about the impact of this loan or other services on the client and on the local community? This can be quantitative and/or qualitative. (e.g. number of jobs created and/or maintained as a result of the loan; number of people positively impacted in the community; benefit provided to the client and/or community).
Please provide a quote from the client and/or your CDFI about how the support from your CDFI has benefited the client and/or community.
Financing Program(s)
Which of the following special programs, if any, helped your CDFI provide financing to this client?
Any other noteworthy facts or interesting anecdotes about the client?
If yes, please describe (unless already explained above):
If yes, please provide contact details:
Please upload a maximum of three high-resolution success story images (Max: 10MB each)
Drop files here or
Max. file size: 10 MB, Max. files: 3.
    Image Permission
    Have you secured adequate written permission from the client and others in this story to use their likeness and name for promotional purposes? If so, please attach documentation.
    (If you do not, please use our required Success Story Form below)
    Max. file size: 10 MB.
    Please download and complete our Success Story Release Form and include it with your story submission.
    Max. file size: 2 MB.