Valued Advisor Fund (VAF)

The VAF, a community development entity, invests in the growth of community-aligned projects and businesses.

The Valued Advisor Fund (VAF) is a National Community Development entity with a principle vision of providing investments and services that provide for long-term sustainable growth in our nation’s disadvantaged communities. Our current focus is primarily in the South-eastern geography of the United States, including Puerto Rico. VAF emphasizes leveraged funding for projects of $4 million and greater that provide high quality and accessible job creation and retention, along with access to fresh and healthy foods and vital community services, such as workforce training and healthcare.

Valued Advisor Fund

The Valued Advisor Fund provides Financial Counseling and Other Services (FCOS) to businesses, not-for-profits and other commercial entities with a goal toward supporting long-term economic engines for the community served. 

VAF also provides direct services to CDFIs and Community Development Entities in the form of support for compliance and loan servicing needs related to NMTCs and other community development programs. VAF also provides community impact analysis, such as initial and stabilized assessments of projects to aid in the understanding of impacts anticipated and impacts achieved.   

About the Valued Advisor Fund

  • Maximizes community resources
  • Leverages New Markets Tax Credits (NMTC)
  • Provides access to underwriting structuring, compliance, and reporting expertise
  • Establishes connections between investors, lenders, and alternative resources
  • Offers NMTC and other economic development tool training for community stakeholders, including borrowers, developers, lenders, local officials and others
  • Provides financial counseling and other sources to non-profits, businesses, and other entities to support long-term community growth

VAF leadership

  • Terri Preston, Executive Director
  • Mike Ross, Investment Director
  • Jason Penn, Community Liaison

Advisory Board Chair

Advisory Board Members

Community involvement

The Valued Advisor Fund board and committee members demonstrate their commitment to communities by serving on local and national boards, and being active industry association members.

  • New Markets Tax Credit (NMTC) Coalition
  • National Housing & Rehabilitation Association
  • NMTC Steering Committee
  • Legislative Steering Committee
  • Community Impact Working Group
  • Opportunity Finance Network
  • National Leased Housing Association
  • National Leased Housing Education Fund
  • National Housing Conference
  • Housing Advisory Group

In accordance with federal law and U. S. Department of the Treasury policy, this institution is prohibited from discriminating on the basis of race, color, national origin, sex, age or disability. To file a complaint of discrimination, write to Department of the Treasury, Office of Civil Rights and Diversity, 1500 Pennsylvania Avenue, NW, Washington, D. C. 20220 or call (202) 622-1160.

Valued Advisor Fund is an Equal Opportunity provider