Invest

Come join us, and put your resources to work assisting families and individuals in need.

Organizations and individuals invest in the Leviticus Fund because they want to know their resources are being used to improve the quality of life in the region where they live and work while also generating a financial return on their investment. To offer this double-bottom-line benefit, we rely on our expertise in lending in low-income areas and the capacity-building support we offer our nonprofit borrowers, which ensures the projects we finance both benefit their communities and achieve financial sustainability. Our loans have a record of performance that competes with conventional lenders, and we support projects that improve families and communities in the process.

We offer these investment opportunities to both organizations and individuals.

Members

Our members have typically been religious communities, churches, faith-affiliated organizations (e.g., healthcare systems and universities) and nonprofit organizations, but any tax-exempt nonprofit can become a Leviticus member.

To become a member, a nonprofit 501 (c)(3) organization makes at least a $5,000 subvention loan to Leviticus for a period of at least five years and receives a fixed interest payment each year. Our members gather each year to elect our Board and approve any changes to our organizational documents. They put their capital directly at work to further their values on the ground, in communities on the margins and serving individuals and families in need. Our members guide our mission and represent the social justice values that inspired our founders.

View a list of current Member investors

Associates

Organizations:
Any corporation can become an Associate and this group of investors includes religious orders, faith-based organizations, nonprofits and health care systems.  An Associate investor must invest a minimum of $1,000 for at least one year and receives 2% interest paid annually.

View a list of current Associate organization investors

Individuals:
We seek to make it as easy as possible for individual investors to align their values and capital with our mission.  Individuals may invest in Leviticus by making a loan as small as $1,000 for a one year term that pays a fixed interest payment each year.

Individual investors are required to review our Offering Memorandum  which provides financial and organizational management information about Leviticus and the risks inherent in a community development investment.

View a list of current Associate individual investors


If you would like to explore investing in Leviticus, please call Ashley Slane, our Development Officer, at 914-909-9180 or email aslane@leviticusfund.org

 

Some Investor Profiles

Felician Sisters of North America
Leviticus Member Investor

From the first five Sisters who arrived in Polonia, Wisconsin in 1874 to educate local immigrant children, to the thousands of Sisters who have joined since, the Felician Sisters of North America have been committed to serving economically disadvantaged people across the continent, from New York to northern Canada.

Today, their services include education, health care, senior care, and a range of social services.  The work of the Sisters to bring afterschool program, medical assistance, and food and clothing to rural Kingtree, South Carolina won the congregation the recognition of the Catholic Extension Magazine’s Lumen Christi Award in 2012.

While their work in communities is the face of the Felician sisters, they also know they can make an impact through the portfolio of investments they use to secure the future of all members. The Sisters decided to expand the impact of this “silent resource” by investing in Leviticus.  We are proud to have them as one of our newest Member investors, and we thank them for trusting us to put their resources towards the causes they value.

“Part of our spirituality, since our founding, has been to serve the marginalized.  We therefore want to use our investments not only to benefit our community, but to serve others in need.  When we looked at the projects that Leviticus was funding – and that they support housing those people who need the most help – we saw a great resonance with our values.”

Sr. Mary Christopher Moore
Provincial Minister
Felician Sisters of North America

 

Bon Secours Health Systems, Inc.
Leviticus Associate Investor

Steeped in the almost 200-year-old health care history of the Sisters of Bon Secours, Bon Secours Health System, Inc. (BSHSI) is a not-for-profit Catholic health system that owns, manages or has joint ventures in 20 hospitals and 27 health care facilities in six states, including New York.  BSHSI became a Leviticus Associate investor in 2012, seeing clear alignment of its mission and values with that of our commitment to justice and responsible stewardship of resources.

BSHSI’s involvement in community investment is tied to a collaborative approach that recognizes how wellness and improvements in health outcomes are linked to better access to quality housing, child care, education and job opportunities within communities, especially for the economically poor.

In February of 2018, BSHSI and Mercy Health, a Catholic health system serving communities in Ohio and Kentucky, announced that their organizations will merge, creating the fifth largest Catholic health system in the country.  When combined, the new health system will span seven states in the eastern half of the U.S. and will comprise 43 hospitals, more than 1,000 care sites and have the capacity to deliver daily almost $2 million in community benefits.

“Leviticus Fund allows Bon Secours to express and extend its commitment to co-create healthy communities through low-interest loans to increase capacity in affordable housing, community centers, and child care facilities across the New York region.  These sites make ‘good help’ (bon secours) a reality in vulnerable communities and improve the future for populations we serve.”

Pamela Schmidt
Vice President, Treasury Services
Bon Secours Health System, Inc.