community-rooted finance
Toolkit: PI2-MS
Participatory Investing toolkit
Community-Rooted Finance 101
Reflecting on Money Stories and Resource Scenarios
section One
Why Community-Rooted Finance for Health?
Communities most impacted by inequity are often furthest from financial decision-making.
Conventional finance can reinforce extraction, harm, or dependency.
Community-rooted approaches re-center accountability, self-determination, and shared wealth.
Key Question:
How can finance be a tool for collective wellbeing, not just institutional balance sheets?
section two
Core Concepts & Values
Self-Determination
Communities define their own priorities.
Shared Wealth
Benefits and returns circulate locally, not just upstream
Trust & Relationship
Long-term, relational investment over short-term transactionalism.
Accountability
Community voices hold institutions and investors accountable.
Repair & Redistribution
Address past harms and rebalance where extraction has occurred.
section THREE
Reflection & Discussion Prompts
Where do we currently act from scarcity? Where could we act from abundance?
How are we showing up in relationship with community partners (vs. managing them as grantees or vendors)?
[answer or prompt goes here]
What assumptions about risk, return, or scale might we need to rethink?
How might we share power and decision-making more meaningfully?
section Four
Next Steps & Commitments
Identify one concrete shift
you can make (as an institution or investor) to align practice with community-rooted values.
Name 1–2 partners
or stakeholders with whom you need to engage in dialogue
Set a Timeframe
for revisiting and reflecting on progress