Your Advisor
Knowledge → Advisor Hub
MJ
Marcus Johnson
Online now
Chief Impact Officer · Culture Shift Foundation
12 years community development finance. Built 3 CDFIs. Former VP at Low Income Investment Fund. Oakland native. Specifically assigned to your account for deep local context and CDFI + CLT structuring expertise.
CDFI Expert
Community Land Trust
Oakland Native
Impact Measurement
4
Months Together
18
Sessions Held
Secure Messages2 unread
MJ
Jordan — CLT closing update: the title company pushed back one week to June 28. Not a problem legally but I want to flag it before it shows up on your calendar. I've attached the revised timeline to your docs. Nothing for you to do right now.
Jun 11 · 9:42am
MJ
Also — two endorsement inquiries came through this week. One from a community bank, one from a workforce training company. Both pass your stated brand guidelines. I've prepared briefs on both. Let me know if you want to review before our June 15 call or I can walk you through them live.
Jun 11 · 9:44am
JB
Got it on the CLT. Let's review both endorsement briefs on the call — I'd rather see them live so I can ask questions. What time are we locked in for the 15th?
Jun 11 · 2:18pm · ✓ Read
MJ
10am PT confirmed. I'll send the Zoom link tomorrow. Agenda: (1) endorsement briefs, (2) Q2 impact numbers, (3) CDFI Q3 deployment planning. Any additions?
Jun 11 · 3:05pm
Action Items3 open
✕
Update Q1 impact numbers in portfolio tracker
Before Jun 30 · For Impact Index™ Q2 feature · Go to tracker →
✓
Submit 501(c)(3) conflict of interest policy
June 2025Next Month →
S
M
T
W
T
F
S
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
10am
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
Click any open date to book a session