A practical finance guide, designed specifically for you →

What if your path to nature finance didn’t start with investors or grants, but with a map, a conversation, and a drawing board? As shared in the previous Reader, many local and community conservation organizations are eager to explore sustainable finance but are unsure of where to begin. This START guide builds on that insight. It’s […]

juillet 18, 2025

What if your path to nature finance didn’t start with investors or grants, but with a map, a conversation, and a drawing board?

As shared in the previous Reader, many local and community conservation organizations are eager to explore sustainable finance but are unsure of where to begin. This START guide builds on that insight.

It’s not a guide to carbon markets or trust fund structuring – it’s a practical starting point that brings clarity to the questions that matter first:

  • What do we already have?
  • What’s under pressure?
  • Who else is active in our landscape?
  • Where might we grow next?

That’s the idea behind START: Getting your nature finance journey started, using this guide developed by the Sustainable Finance Coalition for local and community conservation actors.

“This is about mindset, not mechanics”, says Candice Stevens, the founder and CEO of the Coalition. “We wanted to create something that’s grounded, empowering, and accessible, without dumbing anything down.”


Firstly, a message for you, the conservation leaders, the Doers

There’s no single path to unlocking the finance you need!

But a great place to start is by understanding your place, people, pressures, purpose, proposition, and partnerships — this helps you see where you are now, and what’s possible next.

We encourage your organization to aim to become what we call a “Doer at scale.” That simply means a community-rooted group that’s ready and able to lead, one that has the people, credibility, and systems in place to shape and secure the kinds of funding solutions that really fit your needs.

This guide is written for the Doers on the ground: local organizations, grassroots teams, networks and even individuals working across landscapes, seascapes, forests, wetlands, or wildlife corridors.

Sustainable finance isn’t about chasing money. It’s about having a clearer mindset, being ready to explore new options, and having access to the right-fit tools that match your reality. We know it can be overwhelming to come across terms like “blended finance” or “impact investing” when you’re already juggling complex programs, technical jargon, and competing priorities. You’re not alone in feeling unsure about where or how to begin.

This workbook helps uncomplicate and strengthen your START by addressing three things:

  1. Mindset : Seeing finance as a tool to achieve your conservation and livelihoods goals.
  2. Confidence: Building confidence in your place-based context, knowledge and capacity.

  3. Readiness: Simple, grounded exercises to help you map your context and prepare for the Finance Model, namely the FIND, DESIGN and MOBILISE of finance solutions.

You don’t need perfect data or years of experience to get started. Just a few hours, a bit of honesty, and the willingness to explore what matters most. Once you’ve captured that, you’ll be ready to explore the “how” of finance that truly fits you.


But first, some frequently asked questions

We’re just a small community-led organization. Can we access finance?

Yes. Nature finance isn’t only for large organizations. There are many small-grant, partnership, or blended finance programs explicitly designed for grassroots organizations. An intense START phase of knowing your PLACE, PEOPLE, PRESSURES, PURPOSE and PROPOSITION makes you attractive for PARTNERSHIPS.

We don’t have finance experts. How can we handle plans, numbers, methods, and tools? Will we be able to use the Coalition Finance Model?

You’re not expected to be a financial advisory company. Nature finance is a mindset supported by practical, do-it-yourself tools, such as those found in this guide and the Coalition Finance Model. Think of finance as another learning process. Use what you already know, add some tools to document, and build upon it from there.

What if seeking finance takes us off mission?

Finance should support, not distract from, your conservation goals. This guide begins by grounding you in mission-aligned planning – refer to the Maliasili Strategic Planning Workbook (available here) if needed. If a finance idea doesn’t serve your core work or values, you don’t pursue it. The goal is to be clear on your ‘why,’ then choose the “how”, i.e., the finance solution that fits that purpose.

Is taking on finance risky?

Yes. Any change involves risk. Many Doers have found that structured listening, testing, and transparent planning cut risk and build credibility. You can identify and manage risk by:

  • Starting small (pilot ideas)
  • Working with partners who share your values (the Maliasili and the Coalition teams are here for you!)
  • Keeping open, community-led governance (embed participation and inclusion as default aspects from the get-go)
  • Tracking what’s working and adapting as you go (practice, iterate, adjust).
It sounds expensive. How much time or money do we need?

You don’t need big budgets or long timelines to START your understand phase. With just a few hours and a small team, you can map your context. Most exercises can be accommodated within regular planning time. Later stages may require a bit more of time investment, but progress starts with clarity.

We’ve tried grants and fundraising before. What’s different here?

Traditional grants and nature finance aren’t the same. This work encompasses creative pathways such as eco-tourism, carbon income, fee systems, tax incentives, and blended models – many of which are designed to be durable, community-led, and place-based.

Understanding your context helps you choose what fits best. Remember:

  • Your size doesn’t limit your potential.
  • You don’t need finance experts; start with what you know and can document. And do invite the Maliasili and Coalition teams, we are always available to lend a hand.
  • All findings and insights serve your mission.
  • Risk can be identified ahead, managed and measured.
  • You’re investing time, not just money. And it pays off.
  • Many finance pathways exist beyond grants. The Coalition Finance Model will support you in unlocking them.

Feeling unsure? Give it a try before closing the door! This guide was made for you: practical, grounded, and ready to guide your next steps. Once you reflect on these questions, you’ll be prepared to deepen your context mapping and move toward FIND, using the Coalition’s tried-and-tested Finance Model.

Your first moves: a START Checklist 📝

⬜ Rally the Team 

  • Bring together 3–5 people from your leadership, program, and finance teams. Include someone outside your core team, such as a board member, partner, or trusted community voice.
  • A diverse group brings richer insight and shared ownership of future decisions, creating buy-in and building momentum. Include someone outside your core team, such as a board member, partner, or trusted community voice.

Exercise: Schedule a 1–2-hour session, bring snacks or a cup of tea, and begin building shared understanding. 

⬜ Sketch the Landscape

  • Map out your PLACE, PEOPLE, and PRESSURES using a flipchart or paper.
  • This helps everyone see connections between spaces, species, and issues and reveals useful insights.
  • A visual map reveals connections and gaps, sparking rich group discussions and insights.

Exercise: 

  • Sketch out PLACE (e.g. forests, rivers)
  • PEOPLE (e.g. communities, tourists)
  • PRESSURES (e.g. deforestation, drought, habitat loss)
  • and ASSETS (e.g. tourism zones, carbon areas, local knowledge).

⬜ List Your Purpose

  • For which PURPOSE do you need funding and a steady flow of resources?
  • Create a table of past and current income sources, including grants, tourism, fees, and in-kind support.
  • This exercise reveals your funding strengths and gaps to inform future decisions.
  • It helps you understand your financing sources, flows, patterns and trends.

Exercise: Include whether sources are secure, trending up/down, and if they’re local or external. Don’t forget non-monetary contributions like community labor or volunteers.

⬜ Identify Opportunities and Gaps

  • This highlights areas where funding (ie PURPOSE) is missing or could grow.
  • Review your income sources to identify what’s shrinking, where growth is possible, or what’s missing.
  • This sets you up to explore solutions during the FIND phase.

Exercise: Use color coding or symbols to highlight gaps and opportunities. Ask yourselves, “What would change if we secured even part of that funding?”

⬜ Map Partnerships

  • List the PEOPLE, PARTNERSHIPS, and PLAYERS in your PLACE.
  • Helps surface potential allies, collaborators, or areas to build trust. It also reduces duplication and increases the chances of success.

Exercise: Identify partners, funders, regulators, and peers. Think about who is missing and who you want to engage with in the future, and why.

⬜ Clarify Your Proposition

  • Define what makes your PLACE and PEOPLE distinct.
  • Highlight your strengths, what sets you apart, and what builds trust with partners or funders.

Exercise: 

  • Reflect on your unique strengths as an organization, trust factors, and sources of credibility.
  • Ask yourselves, what do we do better or differently than others?
  • Why do people or partners trust us, or hesitate to?
  • What relationships, skills, or experience give us credibility?

⬜ Reflect and Rate Your Readiness

  • Score how clear your team is across the 6 Ps: PLACE, PEOPLE, PRESSURES, PURPOSE, PARTNERSHIPS, and PROPOSITION.
  • This helps you focus where clarity is most needed before moving forward.
  • Clarity now saves time and confusion later, especially before initiating FIND finance solutions.

Exercise: Do individual scoring first, then discuss as a group to agree on final ratings. Use this as a discussion point to align perspectives.

⬜ Set Action in Motion

  • Choose one small, doable action you can take in the next 30 days.
  • Starting small builds momentum and shows funders and partners that you’re serious.

Exercise: Pick something tangible – whether it’s scheduling a meeting, researching new opportunities, or gathering more information. Small steps lead to bigger impact.

✅ What you’ve done   

By completing these, you have:

  1. Mapped your PLACE, PEOPLE, and PRESSURES.
  2. Listed your PURPOSE flows and financial realities.
  3. Identified PARTNERSHIPS and clarified your PROPOSITION.
  4. Rated your readiness and picked the next step.

You now have a strong foundation to explore what finance solutions fit your goals, values, and capacity. And you’re ready to move into FIND.

Learn about the Coalition Finance Model here and start exploring the Finance Solutions Inventory here.

💬 We’d love to hear from you
Has this guide been helpful to your work? Let us know, and if it’s sparked ideas or next steps, we’d love to explore them with you.

The Sustainable Finance Coalition is offering office hours for community conservation organizations interested in having deeper discussions on this. If you’d love to connect, please reach out to Mariam Umarji, Senior Sustainable Finance Coordinator here or Justin Smith, Head of Strategy, here.


About the Sustainable Finance Coalition

The Sustainable Finance Coalition is a non-profit platform driving the development and implementation of tailor-made finance solutions for nature across Africa. It plays a catalytic role in the incubation and implementation of finance solutions at their point of impact, ensuring effective and enduring naturescapes through collective action.

The Coalition’s Finance Model follows a three-part structure: FIND, DESIGN, and MOBILISE. It identifies, incubates, pilots and scales finance solutions that are grounded in conservation priorities, local realities, and community-led implementation. Under this partnership with Maliasili, and recognising the challenges of community-based conservation, we have developed this workbook to support START, an inception that communities and community-based organisations can undertake before engaging with the Finance Model.

 

 

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