Enterprise Community Impact Note Investment Application

If you have questions, please contact us at:
(877) 389-9239
ImpactNote@EnterpriseCommunity.org

Thank you for your interest in investing in the Enterprise Community Impact Note!

The Investment Application process should take approximately 15 minutes to complete. Prior to submitting your investment request, please review the Impact Note Prospectus by clicking the link below.



Please have the following information available prior to proceeding with the application:
  • Full Name, Social Security Number, Address, Employment and Income information for all applicants
  • Contact information of your financial advisor if applicable
  • Institutional information including type of legal entity if applicable



Rachel Reilly Carroll



Rachel Reilly Carroll
Associate Director, Impact Investing
Enterprise Community Loan Fund, Inc
(877) 389-9239
If you have questions, please contact us at:
(877) 389-9239
ImpactNote@EnterpriseCommunity.org

Please enter a whole number at a minimum of 5000 without commas or decimals







These securities are exempt from federal registration and have not been approved or disapproved by the Securities and Exchange Commission or any state securities commission, nor has the federal or any state securities commission passed on the accuracy or adequacy of this document. Any representation to the contrary is a criminal offense.

Notes are not secured by any specific loans or assets, though they are guaranteed by Enterprise Community Partners, Inc. Notes are not deposits or obligations of, or guaranteed or endorsed by, any bank, and are not insured by the FDIC, SIPC, or any other agency.

Notes are issued to investors who invest for specific terms with the expectation of a fixed rate of return. Notes are subject to certain risks as disclosed in the prospectus, which should be read before investing.

There can be no assurance that we will have sufficient cash reserves to satisfy all outstanding obligations.

If you have any difficulty filling out this form, or need additional information, please call Enterprise at 877.389.9239

IMPORTANT NOTICE - The USA PATRIOT Act. Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who purchases a Note. When you purchase a Note we will verify the following information: your name, address, date of birth and potentially other identifying information.

By submitting this form I hereby acknowledge receipt of the prospectus for Enterprise Community Impact Notes. I agree to be bound by its terms, and acknowledge that all notices and documents will be delivered electronically to the e-mail address(es) provided on this investment application. 

As required by law and under penalty of perjury, I certify that (1) the Social Security and other taxpayer identifications numbers (SSN and TIN respectively) provided on this form are correct, and (2) currently I am not under IRS notification that I am subject to back-up withholding. If the correct SSN and/or TIN is not supplied, ECLF is required to withhold 28% of dividends and/or redemptions, and your Note may be redeemed. The IRS does not require your consent to any provision of this document other than certifications to avoid back-up withholding.

These securities are exempt from federal registration and have not been approved or disapproved by the Securities and Exchange Commission or any state securities commission, nor has the federal or any state securities commission passed on the accuracy or adequacy of this document. Any representation to the contrary is a criminal offense.

Notes are not secured by any specific loans or assets, though they are guaranteed by Enterprise Community Partners, Inc. Notes are not deposits or obligations of, or guaranteed or endorsed by, any bank, and are not insured by the FDIC, SIPC, or any other agency.

Notes are issued to investors who invest for specific terms with the expectation of a fixed rate of return. Notes are subject to certain risks as disclosed in the prospectus, which should be read before investing.

There can be no assurance that we will have sufficient cash reserves to satisfy all outstanding obligations.

If you have any difficulty filling out this form, or need additional information, please call Enterprise at 877.389.9239

IMPORTANT NOTICE - The USA PATRIOT Act. Federal law requires all financial institutions to obtain, verify, and record information that identifies each person who purchases a Note. When you purchase a Note we will verify the following information: your name, address, date of birth and potentially other identifying information.

By submitting this form I hereby acknowledge receipt of the prospectus for Enterprise Community Impact Notes. I agree to be bound by its terms, and acknowledge that all notices and documents will be delivered electronically to the e-mail address(es) provided on this investment application. 

As required by law and under penalty of perjury, I certify that the Social Security and other taxpayer identifications numbers (SSN and TIN respectively) provided on this form are correct. If the correct SSN and/or TIN is not supplied, ECLF is required to withhold 28% of dividends and/or redemptions, and your Note may be redeemed. The IRS does not require your consent to any provision of this document other than certifications to avoid back-up withholding.
If you have questions, please contact us at:
877-389-9239
ImpactNote@EnterpriseCommunity.org

  • Individual - personal investment without a joint investor
  • Joint - personal investment with a joint investor
  • UGMA/UTMA - personal investment for a minor with a listed custodian
  • Institutional - an investment with one or more Authorized Representatives
Institution









First Applicant/Custodian/Authorized Representative




You must be 18 years of age to invest. Please use MM/DD/YYYY format.







Please use business email address if you are the Authorized Representative for an institutional investor.










Second Applicant/Minor/Authorized Representative




















Advisor for Investor










Investor Questionnaire

Execution of this Investor Questionnaire by a prospective investor does not constitute an offer to sell or a solicitation of an offer to buy any security.

I understand that the information contained herein is being furnished by me in order for Enterprise Community Loan Fund, Inc. to determine my suitability as an Accredited Investor. The Enterprise Community Impact Note program is being offered under an exemption in Section 3(a)(4) of the Securities Act of 1933 which applies to securities issued by charitable organizations. Buyers of Notes issued under this exemption are therefore not required by securities regulations to meet the standards of an Accredited Investor, however, should an investor not meet the test of an Accredited Investor they will be limited to making an investment of $10,000 in the Enterprise Community Impact Note unless they are purchasing an Impact Note under the guidance of their investment advisor. 

Accredited Investor Status

If you have questions, please contact us at:
(877) 389-9239
ImpactNote@EnterpriseCommunity.org
Please select the appropriate options in this section indicating the basis on which you qualify as an Accredited Investor for purposes of the Securities Act of 1933 (the "Securities Act"). Please note "N/A" for not applicable items. 

Your answers will be kept strictly confidential at all times; however, Enterprise Community Loan Fund, Inc. may in its sole discretion, present this investor questionnaire to such parties (including government entities) as it deems appropriate in order to assure itself and such entities that the offer and sale of any security will not result in a violation of the securities laws of any state. 


A natural person (not an entity) whose net worth, or joint net worth with his or her spouse , at the time of purchase exceeds $1,000,000. (Explanation: In calculating net worth, you may include your equity in personal property and real estate, including cash, short-term investments, stock an securities, but you must exclude the value of your primary residence. Your inclusion of equity in personal property and real estate should be based on the fair market value of such property less debt secured by such property.) 

A natural person (not an entity) who had an individual income of more than $200,000 in each of the preceding two calendar years, and has a reasonable expectation of reaching the same income level in the current year.

A natural person (not an entity) who had an individual income with his or her spouse in excess of $300,000 in each of the preceding two calendar years, and has a reasonable expectation of reaching the same income level in the current year.

A corporation, partnership, or similar entity that has in excess of $5 million of assets and was not formed for the specific purpose of acquiring the Notes.

A trust (other than an ERISA plan) that (i) has in excess of $5 million of assets, (ii) was not formed for the specific purpose of acquiring the Notes, and (iii) is directed by a person who has such knowledge an experience in financial an business matters that such a person is capable of evaluating the merits an risks of an investment in Enterprise Community Loan Fund, Inc. (the "Company").

An organization described in Section 501(c)(3) of the Internal Revenue Code, as amended, with total assets in excess of $5 million (including endowment, annuity and life income funds), as shown by the organization's most recent audited financial statements that was not formed for the specific purpose of acquiring the Notes.


A natural person who is an executive officer or director of the Company

A corporation, partnership, private investment company or other entity each of whose equity owners is an Accredited Investor. (If this category is checked, please also check the additional category or categories under which each equity owner qualifies as an Accredited Investor.)
If you have questions, please contact us at:
(877) 389-9239
ImpactNote@EnterpriseCommunity.org

Thank you for your interest in making an investment through the Enterprise Community Impact Note. 

The following page will allow you to review your answers and print a copy of your Investment Application. 

Attention: You must click the "Confirm" button on the review page to submit your application.


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