2024 Inclusiv/Capital Year in Review

In 2024 Inclusiv celebrated our 50th Anniversary, looking back on five decades of collaborations with community development credit unions, investors and partners in helping underinvested communities achieve financial independence through credit unions. Through our work together, we are building a stronger and more resilient economy in which people and communities benefit from quality housing, opportunities to build wealth, stronger businesses and live in climate prepared communities.

After launching the “Inclusiv Impact Deposits Fund” at our 50th anniversary conference in May, we are delighted to announce that with our grant from Yield Giving, MacKenzie Scott’s charitable organization, we have accomplished our $100 million goal. Thanks to the support of our investors and partners, these funds will be used to invest social impact deposits in CDCUs and high-impact lending in historically redlined and disinvested communities across the country and US territories.

With a groundbreaking investment from Kataly Foundation, the Inclusiv Impact Deposits Fund is bridging overlooked market gaps and making history by investing the first social impact deposits in Puerto Rican cooperativas. Longtime partners such as Mercy Investment Services have also joined to invest in economic revitalization and climate resiliency initiatives across the Island. 

Together we have invested more than $90 million in social impact deposits and subordinated debt investments to create strong communities and partnerships with more than 130 new investments with community development credit unions and cooperativas across the movement.