Using Guarantees & Credit Enhancements to Leverage Mission

Monday, May 10, 3:30 - 5:00 pm This session will provide examples of how foundations of all sizes can use loan guarantees or credit enhancements to leverage their assets and structure deals for construction loans, capital improvements, municipal bond offerings and conservation easement purchases. Attendees will learn how to determine staffing needs, conduct due diligence, balance portfolios to manage risk, assess when and what amount of collateral is desirable, determine guarantee fees, establish loss reserves, and identify options for terms, recourse measures and exit strategies.

Moderator: Debra Schwartz, The John D. & Catherine T. MacArthur Foundation

Speakers:

Kathryn Dunn, Helen Bader Foundation, Inc.

Mike Tarnoff, Jewish United Fund/Jewish Federation of Metropolitan Chicago

Tom Trinley, Gaylord & Dorothy Donnelley Foundation

Krenna Weiss, JP Morgan Chase Bank North America

Handout for this session:

Donnelley Foundation Sample Letter of Credit Offering Memo

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