Julius Capital

Financial ServicesIllinois, United States2-10 Employees

Founded in 1993, Julius Capital designs funding solutions that integrate finance (borrowing), traditional fundraising (capital campaigns and annual giving) and balance sheet philanthropy (structured and planned giving). Julius-designed solutions enable nonprofit organizations to fund mission-critical initiatives and launch new ventures.

The unique JC “unified credit facility” is at the heart of many Julius-designed funding solutions. This multipurpose, evergreen credit facility, when coupled with the Julius Capital competitive RFP funding bid process, enables our borrower clients to:

• Combine Bank Debt and Public Bond Debt. The unified credit facility enables JC clients to maximize total borrowing capacity and substantially lower annual required debt service by combining shorter-term Bank Debt and longer-term Public Bonds (taxable and/or tax-exempt).

• Establish Bank Draw Capability. The bank draw component of the unified credit facility is an ideal solution for new construction projects with inflexible “break ground” schedules or for refinancing existing debt (including scheduled take-outs of future principal maturities).

• Facilitate Balance Sheet Philanthropy. The unified credit facility enables borrowers to sell Donor-friendly Junior Bonds to the Diocesan Deposit & Loan, Affiliated Foundation and Lead Donors, which bonds may be subsequently re-sold to donors (who may agree to donate back principal or interest as part of a capital campaign).

• Receive Credit for Fundraising Cashflow. JC’s comprehensive pro forma financial projections incorporate cashflow from your existing pledges receivable and projected future campaign commitments, thereby enabling us to negotiate the most favorable debt service covenants pre-payment terms from lenders. 

• Obtain Lowest Cost of Capital. JC’s competitive RFP bid process enables us to obtain the lowest blended cost of capital and best terms from Banks and our established network of Bond Investors. See less

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