Conservation Loan Collaborative

LegacyWorks Group has launched the Conservation Loan Collaborative (CLC) to meet the need for more effective and accessible financial solutions for conservation and community resilience. The CLC is a nationwide community initiative designed to enable nonprofits, partnerships, tribes, and foundations to develop and access the tools they need to seize high-priority opportunities as they arise. The CLC combines the infrastructure and systems of a fund management company with the support and services of a nonprofit consulting firm. We connect funding on the ground with projects that need it, building and sharing effective, accessible tools and services to promote organizational and community resilience. With full spectrum finance expertise, we partner with communities to ensure that the funding they need is available and secure at the pace and scale required.

How We Serve

The CLC offers comprehensive consulting services, shared fund management infrastructure, and experienced leadership to enable organizations and coalitions to design, raise, and deploy capital. Often, this takes the shape of revolving loan funds that provide timely interim finance solutions. These funds then pool grants, investments, and low-interest loans from local, regional and national supporters to provide ready access to low cost capital to conservation and community resilience practitioners. 

Our team is here to help from the beginning of coalition building and fund design through to raising, managing, and deploying capital, tracking impact, gathering stories, and reporting to funders and supporters.  We serve as a one-stop shop to activate donors as investors and connect them to impactful projects, accelerating the pace and scale of community conservation and resilience work.

The Need

The landscape of conservation and community resilience funding is constantly evolving.  The blend of public and private dollars required to achieve outcomes varies, and when funds are available frequently does not align with when they are needed. In addition, funders want to be connected to opportunities that achieve their impact goals in timely and meaningful ways. These issues of time, funding, and connection can be addressed with innovative conservation finance tools, but access to these tools can be resource-intensive. Navigating this evolving landscape is where the CLC comes in.

Complicated/inefficient pathways for funding to achieve outcomes.

Limitations of the Current System

Traditional lenders lack the sector expertise needed to underwrite conservation transactions, so the conservation community has had to build its own solutions. Yet lending requires specialized legal and finance expertise. Launching a fund requires even more know-how and is an expensive undertaking. Conservation, community groups, tribal organizations, and coalitions who want to launch their own funds often fail to overcome these barriers. Regional funds that have launched are frequently undersized and not cost-effective. Meanwhile, the few funders who do offer loans limit their lending to their strategic regional and programmatic priorities. All of this leads to an underdeveloped and fragmented conservation lending marketplace. Supply does not approach demand, large areas of the country lack coverage, and it is challenging to connect willing capital with aligned opportunities.


A Systems-Scale Solution

Addressing these needs and challenges requires an innovative, system-scale solution that:

  • Leverages the full spectrum of impact finance from grants to mission related investments

  • Makes it easy for foundations and donors to commit capital to meet their strategic goals

  • Enables land trusts to activate donors as investors to launch regional and topical funds

  • Provides technical assistance to enhance borrower readiness and finance acumen

  • Empowers diverse borrowers and revolving fund creators

  • Actively and effectively mitigates and manages risk

  • Enables collaboration and coalition building around geographic and topical funds

  • Provides high caliber legal, finance, regulatory, and programmatic expertise

  • Creates scale and efficiencies to minimize operating costs and keep interest rates low

  • Launches with philanthropic support and matures into a self sustaining business model

Streamlined, Efficient, Organized, Structured

With these requirements in mind, LegacyWorks is launching the Conservation Loan Collaborative (CLC). Akin to how a community foundation hosts a wide variety of donor advised funds that share its infrastructure and team, the CLC will host and manage a portfolio of revolving loan funds custom built to meet the specific needs of organizations, coalitions, and funders. By hosting many funds on a shared platform we can achieve the scale needed for best-in-class support, systems and services. This creates significant efficiencies that in turn enable us to invest time and resources supporting fund teams, borrowers, and investors, building the capacity needed to accelerate conservation.

We thank… the Doris Duke and EJK Foundations for their financial support and thought partnership in the design and launch of the CLC, along with the many conservation organizations who we have partnered with and whose ideas and input have helped shape the CLC.

“Without low-cost interim finance, many conservation opportunities will be lost, especially projects that are driven by strategic priorities and not by the degree of landowner interest and patience”

— Doris Duke Foundation Internal Report

 Frequently Asked Questions

Do you have questions not addressed here? Email our CLC Team at clc@legacyworksgroup.com or sign up for our e-news.

Want to share information about the CLC? Download our PDF overview.