Columbia Capital has a depth of expertise advising non-profits on tax-exempt borrowings, as well as a number of other financing tools.

Our work includes advising on:

• tax-exempt bond advisory services
• traditional commercial lending
• fundraising bridge financing
• New Markets Tax Credits financings
• Opportunity Zone financings
• economic incentives programs
• public/private partnerships

Early in our work for a non-profit, we will help our client to assess what tools might be available, how the tools fit together (nor not) and what preparatory work needs to be done to pursue each financing tool.

Often, we will work with our non-profit clients to develop financial pro formas to guide borrowing capacity. We then use this foundational work to develop credit packages for potential lenders and investors, as well as donor, conduit financing agencies and others.

We continue to serve our non-profit clients after the financing is complete through:

• investment of bond proceeds
• tax-exempt bond post-issuance compliance
• debt portfolio management and reporting

We regularly prepare information for and present to non-profit boards and their committees. Importantly, we recognize that financing transactions can be a significant burden on non-profit executive and financial leadership. We endeavor to serve as an extension of our clients' staff teams to reduce the burden of transaction work on them.

Our work for non-profits spans social service and community development non-profits, including YMCAs and Boys and Girls Clubs; K-12 and higher education; healthcare; and, non-profit affiliates of public agencies.