Over Forty Million Dollars in SRI's Third Leg (CDFIs, Micro-credit, Slow Money, and I

[Community Development Banking List]

Original message from: AMcIntosh@lwcotrust.com

You may know me as the founder of Domini Social Investments, but for the
last 25 years, I have also served as a private trustee and wealth
manager at The Sustainability Group. Over the past five years, we have
added considerable resources to our capacity for impactful investments
directly into communities at risk or in support of innovative ideas. We
are proud to be one of the largest private client managers specializing
in SRI's third leg, with over $40 million invested in credit unions,
community banks and loan funds, international microfinance, and most
recently, slow money types of investments.

The Sustainability Group has placed deposits in established community
development credit unions across the nation that serve as essential
advocates for economic justice within their communities. We have also
made investments in smaller Native American and women-focused credit
unions, serving equally important roles. Our group lends funds that
provide critical capital to projects as diverse as affordable housing
and daycare in inner cities, cooperative farming and food systems, green
businesses, and artisan communities in Appalachia. The microfinance
investments help empower the disenfranchised globally. The local,
sustainable agriculture investments help some clients support the famer
next door. Over the years, we have built strong relationships with many
of these organizations, some for well over 20 years, enabling
Sustainability Group clients to witness the positive impact their
investments have made on human dignity and ecological sustainability.

I thought this list might want to know we have robust capacity in this
space and continue to view it as a key value-added for our clients.



AMY L. DOMINI
the SUSTAINABILITY GROUP
Loring, Wolcott & Coolidge
230 Congress Street | Boston, MA 02110
t: 617 622 2240 | f: 617 622 2140
adomini@sustainabilitygroup.com <mailto:adomini@sustainabilitygroup.com>

www.sustainabilitygroup.com <http://www.sustainabilitygroup.com/>




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For more information on our High-Impact and Community Development
Investments, contact Andrew McIntosh at (617) 622-2344 or
amcintosh@sustainabilitygroup.com.



About Us

Loring, Wolcott & Coolidge Trust, LLC is a multifamily office dedicated
to providing solutions to our clients that address their diverse wealth
management needs.

The Sustainability Group is affiliated with Loring, Wolcott & Coolidge
Trust, LLC and manages over $950 million of assets using socially
responsible criteria



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