How the Impact Multiplier Score™ is calculated across six dimensions. Direct outcomes, systemic change, community ownership, sustainability, innovation, leverage. Understand your score.

The six-factor framework we use to screen community implementation partners before recommending them. Community roots, Impact history, Proximity, Honesty, Execution, Revenue model.

How we structure your quarterly impact reviews. Performance, Utilization, Leverage, Stakeholder feedback, Evolution planning. Your advisor uses this every 90 days.

The full scoring rubric for evaluating neighborhood-level change. Economic prosperity, housing, education, health, safety, social cohesion, arts & culture, environment. 100-point scale explained.

Step-by-step for filing your 501(c)(3) and C-Corp in California. Articles of incorporation, Form 1023, bylaws, conflict of interest policies. Estimated cost breakdown included (~$4,855–$5,905).

The baseline data collection instrument we use before any capital deployment. Pre-built survey questions across all 8 transformation domains. Editable, ready for your target community.

The scoring sheet we use when evaluating community organizations for partnership. 6 dimensions, 30-point scale per dimension. Compare up to 10 candidates side by side.

One-page memo format for documenting each investment decision — rationale, structure, expected outcomes, measurement plan, exit criteria. Keeps your portfolio organized and accountable.

Template for aligning your community investment narrative with your personal brand. Messaging guidelines, approved talking points, media response frameworks, social post structures.

Formatted report template for sharing your impact results with your team, agent, family office, or the public. Pre-built data visualization placeholders, narrative sections, next quarter goals.

What a Community Development Financial Institution actually is, how Treasury certification works, how to capitalize one vs. partner with an existing one, CDFI Fund matching program mechanics.

50-year history of CLTs, the Burlington/Champlain Housing Trust model, how properties are acquired and governed, how to structure athlete investment into an existing CLT vs. forming a new one.

The BIA (B Impact Assessment) explained, minimum score requirements (80/200), documentation needed, timeline expectations (12–18 months from operations start), and why it matters for your clients.

Deep dive into the Basque cooperative model that employs 80,000+ people. The structural parallels to the Community Waterfall model are direct. What worked, what's evolved, what translates to US context.

The original Tulsa Greenwood District analyzed as an economic infrastructure system. Why the model was sound, what made money circulate 6–7 times locally, and how modern legal protections change the picture.

Enter your income, tax bracket, and proposed contribution amount. Get estimated federal and state deduction value. Shows how structural giving changes your effective cost. Built for athletes at 37% bracket.

Model the projected SROI for different investment types. Input capital amount, initiative type, community size, timeframe. Get estimated direct impact, indirect multiplier, and total community value created.

10-layer Excel model showing how capital flows through CDFI → CLT → Community Wealth Fund over 10 years. Adjust initial investment, lending rates, property yields, and see when the waterfall becomes self-sustaining.

The 7-question AI-powered intake tool. Use this before advisor sessions, or share it with other athletes in your network. Scores philanthropic readiness and recommends the right service tier.

Official source for CDFI certification, matching fund applications, New Markets Tax Credits, and the list of currently certified CDFIs by geography. First stop for Oakland CDFI partnerships.

Primary CLT operating in East and West Oakland. Active property portfolio, resident-governed board, established infrastructure. One of the most viable near-term partnership targets for your waterfall build.

The official B Corp certification body. Take the BIA assessment yourself, review what's required for certification, and understand the ongoing reporting obligations. Culture Shift Advisors is targeting this in Year 1.

Oakland-based org focused on closing gaps in tech education and hiring. Strong institutional infrastructure, established partner networks, aligned mission. Primary candidate for Black tech ecosystem co-investment.

Community-owned food distribution co-op operating in West Oakland since 2009. Demonstrated food desert intervention with revenue-generating model. Align with healthy food infrastructure investment pillar.

Oakland-based intensive tech education program for Black male youth. Strong outcomes data, established infrastructure, Bay Area presence. Youth development campus investment natural alignment.

Official logos, approved color palette, brand fonts, executive headshots, and boilerplate language. Use when co-announcing initiatives, appearing in press, or having your team create materials about the partnership.

Canva templates for announcing community investments on Instagram, X, and LinkedIn. Pre-formatted with proper attribution language, suggested captions, and on-brand visual elements. Just add your specifics.

Boilerplate press release for announcing a new community initiative. Includes standard structure, suggested quotes, approved language about the Culture Shift partnership, and AP Style formatting guidance.