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19 Station Road, FlorencevilleBristol, NB E7L 3J8 T: 506.392.6763 F: 506.392.5211Schedule A: COMMUNITY INVESTMENT OPERATING GRANT APPLICATION Instructions: Use this cover sheet as the first page of
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How to fill out community investment policy

01
Step 1: Start by understanding the purpose and goals of the community investment policy.
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Step 2: Gather information about the specific needs and priorities of the community you are targeting.
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Step 3: Define the eligibility criteria for community investments, such as geographic area, types of projects, or specific organizations.
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Step 4: Determine the budget and resources available for community investments.
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Step 5: Create a clear and concise application or proposal form for potential community investments.
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Step 6: Develop a review process to evaluate and select community investment proposals.
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Step 7: Set guidelines and expectations for reporting and monitoring the outcomes of community investments.
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Step 8: Establish a mechanism for measuring the impact and effectiveness of community investments.
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Step 9: Regularly review and update the community investment policy to adapt to changing needs and priorities.
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Step 10: Communicate the community investment policy to all stakeholders and ensure transparency in the process.

Who needs community investment policy?

01
Businesses and corporations interested in supporting the communities in which they operate.
02
Non-profit organizations seeking funding or support for community projects and initiatives.
03
Government agencies looking to establish guidelines for community investments.
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Foundations and philanthropic organizations aiming to allocate resources for community development.
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Community leaders and activists advocating for investments in their respective communities.
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Community investment policy refers to guidelines and strategies implemented by organizations to direct their investments toward projects and initiatives that benefit the community, such as affordable housing, local businesses, and social services.
Organizations that are engaging in community investment activities, typically financial institutions or corporations that have a mandate to support community development, are required to file community investment policies.
To fill out a community investment policy, organizations should outline their investment strategies, define their goals, detail the types of initiatives they will support, and provide metrics for assessing impact. They should also include any regulatory requirements specific to their sector.
The purpose of the community investment policy is to ensure that investments contribute positively to community development, foster social equity, and improve quality of life within the communities in which the organization operates.
Organizations must report on their investment goals, the communities they serve, the types of investments made, outcomes achieved, and how these align with their overall mission and regulatory requirements.
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