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Investment Connection – Oklahoma is your opportunity to connect with banks, philanthropists and the funding community in a new way. The first eight organizations with eligible proposals will present live at this virtual event on September 29.

Proposals, along with your organization’s most recent reviewed or audited financials, must be submitted via the portal by end of day August 12, 2021. Please do not wait until the August 12 deadline, as proposals will be reviewed for presentation by the order in which they are received.   

Investment Connection is an opportunity to share community and economic development proposals from organizations that are working on the frontlines in our communities and may be eligible under the Community Reinvestment Act for funding with potential funders. To date, we have connected over $44 million in funding, including loans, investments/grants and services, and provided over 300 organizations the opportunity to educate funders about their organizations, their area of focus and impact in the community.  If you have a proposal addressing the needs of low- and moderate-income populations related to one of the following categories, I hope you will take this opportunity and submit it for consideration:

  • Affordable Housing Assistance
  • Community Services and Facilities, including food pantries, health services, and children’s services 
  • Small Business Assistance / Microlending 
  • Workforce Services
  • Digital Inclusion and Services

Here is the process: Proposals will be reviewed for completeness and eligibility for consideration under the Community Reinvestment Act. Up to eight proposals will be selected to present during the webinar. Presenters will have seven minutes to share information about their organization and specific proposal, utilizing a PowerPoint presentation. This is followed by three minutes of questions from funders.

If you are interested in being considered for one of the eight presenter opportunities it is important to submit your proposal as soon as possible.  Please do not wait until the August 12 deadline, as proposals will be reviewed for presentation by the order in which they are received. Proposals are considered received when both the proposal AND the reviewed or audited financials have been received.

The final deadline to submit your proposal is August 12 via the portal.  Be sure to include your most recent reviewed or audited financials in the attachments section of the proposal submission that are required for a complete proposal.  Remember: CRA eligible proposals will be reviewed for presentation on the webinar based on the order in which they are received, so please submit your proposal and financials as soon as possible.  All approved proposals will be added to the Investment Connection searchable website for funders to view.

We hope you will submit a proposal to share information about your organization and the work you are doing to assist low- and moderate-income populations.  For more information about Investment Connection and testimonials from community organizations and funders, please visit our website or contact Steven Shepelwich at [email protected].

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