CDFI Conference Sponsor Application Form

Build Stronger Partnerships with a CDFI Conference Sponsor Application Form

Community development financial institutions play a vital role in advancing economic equity and building thriving communities. When it comes to hosting CDFI conferences and convenings, finding the right mission-aligned sponsors is essential to event success.

This CDFI Conference Sponsor Application Form streamlines sponsor intake, qualification and engagement for conferences focused on community development finance, impact investing and financial inclusion. Whether you're organizing a national CDFI summit, regional forum or specialized gathering on topics like affordable housing finance or small business lending, this template helps you efficiently evaluate prospective sponsors while maintaining mission alignment.

Designed for CDFI Networks, Coalitions and Conference Organizers

The form captures essential organizational details, CDFI certification status, sponsorship tier preferences, networking objectives and impact priorities. Built-in conditional logic tailors questions based on whether applicants are certified CDFIs, impact investors, financial institutions, or mission-aligned service providers—ensuring you gather the right information from each sponsor category.

Use this template to:

• Qualify sponsors based on mission alignment and community impact priorities
• Match sponsors to appropriate tiers with integrated package selection and pricing
• Facilitate networking by understanding sponsor engagement goals and target connections
• Streamline approvals by collecting all necessary information upfront
• Create transparency around expectations, benefits and recognition opportunities

Automate Your Sponsor Management Workflow

With Paperform's payment integrations, you can collect sponsorship deposits or full payments directly through the form. Conditional logic shows relevant packages and add-ons based on organization type, while calculation fields automatically update pricing as sponsors select their preferred tier and optional enhancements.

Take your sponsor management further by connecting this form to Stepper to automate post-submission workflows: trigger sponsor welcome sequences, assign coordinators to high-tier sponsors, update your CRM with sponsor details, add contacts to segmented email lists and create tasks for your events team—all without manual data entry.

For sponsors requiring signed agreements, use Papersign to automatically generate and send sponsorship contracts for eSignature immediately after application approval, keeping your entire sponsor lifecycle connected and auditable.

Built for Mission-Driven Events That Create Real Impact

This form template reflects the values-driven nature of the CDFI sector, with questions designed to surface shared impact priorities, community investment commitments and authentic networking intentions. It's ideal for CDFI funds, coalitions like the Opportunity Finance Network, state and regional CDFI associations, and community development organizations hosting convenings that bring together mission-driven lenders, impact investors, banks with CRA commitments, foundations and CDFIs.

Trusted by organizations worldwide and SOC 2 Type II compliant, Paperform provides the professional foundation and automation capabilities you need to manage sponsor relationships efficiently while staying focused on your mission of advancing economic opportunity.