Archives

• Spring 2010 Four-Part PRI Webinar Series

  This webinar series introduced key concepts, discussed critical questions, and provided a general overview on the steps needed to establish a PRI program. The program is particularly useful for foundations that are considering or in the process of making program-related investments as well as for individuals who are new to the field, and will serve as a useful preparation for more intensive, in-person training programs such as PRI Fundamentals and the PRI Institute.

  Jan 27, 2010 - Part I: Introduction to Program-Related Investments, presented by Ed Diener, Skoll Foundation.
  Webinar Recording
  Powerpoint Presentation

  Feb 24, 2010 - Part II: Getting Started, presented by Ed Diener, Skoll Foundation and Sandra Mikush, Mary Reynolds Babcock Foundation.
  Webinar Recording
  Powerpoint Presentation

  Mar 17, 2010 - Part III: Implementation, presented by Lisa Hiller, Helen Bader Foundation and Chris Perez, Rasmuson Foundation.

  Webinar Recording
  Powerpoint Presentation

  April 28, 2010: Part IV: Managing a PRI Portfolio, presented by Ed Diener, Skoll Foundation and Lisa Hiller, Helen Bader Foundation.
  Webinar Recording
  Powerpoint Presentation

• July 29, 2009- The Kresge Foundation has created the Community Relief Fund to help Human Service agencies responding to economic crisis. The 24- to 36-month, interest-free program-related investment fund will offer bridge loans of $250,000 to $500,000 each to high-performance human service organizations so to help them to better meet ncreasing demands for food, shelter, and other emergency services. Homeless and domestic-violence shelters, safety-net providers, affordable housing and supportive services, legal aid services, emergency assistance providers, and multi-service health and human service organizations are encouraged to apply. Click to access Community Relief Fund.
• July 28, 2009- The Seattle Foundation has announced a $1 million program-related investment in the National Development Council (NDC), to help create an $8 million revolving loan fund, to support economic development and to retain and create jobs. The Grow Seattle-King County Fund is part of the Seattles Foundation’s strategy to increase the financial viability and stability of businesses in low-income neighborhoods. The Seattle Foundation’s investment in the fund reflects its commitment to using more of its $500 million in assets in new ways to advance programs and causes it may have previously supported only with philanthropic grants. For more information please check out Grow Seattle-King County Fund.
• California Endowment Hosts Mission Investing Forum
  On July 1, 2009, The California Endowment hosted a one-day forum with national and local experts to learn how foundations can advance the goal of creating healthy communities through financial investments that advance mission and generate a financial return. They can be structured across asset classes with both market-rate and below market-rate expected returns on a risk-adjusted basis. You can acccess the reading materials and videos of presentations made at the forum by clicking on the link above.
• PRI Activity Database
  Please submit your updates today!
• Community Development Financial Institutions: Challenges and Opportunities
  Speech by Federal Reserve Chairman Ben S. Bernanke at the Global Financial Literacy Summit, Washington, D.C. -- June 17, 2009
  "...Increased interest by socially motivated individual investors has expanded the pool of investment capital for community development... Even during the recession, new investors have been drawn by the appeal of supporting low- and moderate-income communities while earning relatively good rates of return..." Search Opportunity Finance Network (OFN) Member Locator for community development financial institutions (CDFIs) working in neighborhoods across the United States to provide affordable, responsible credit and to stabilize communities.
• Investing for Social and Environmental Impact
  A growing group of investors around the world is seeking to make investments that generate social and environmental value as well as financial return. This report explores how impact investing has emerged and how it might evolve to address global challenges. (The Monitor Institute, April 2009)
• Handbook on Climate-Related Investing across Asset Classes - by Valerie LaVoie and David Wood, Boston College Institute for Responsible Investment (April 2009). The Handbook is a guide to market-rate investments that take into account climate risk and opportunity. It serves as a tool for institutional investors, consultants, fund managers, high net worth individuals and related parties to design and implement investment strategies that integrate climate risk and opportunity into their investment analysis.
• Program Related Investing in Tough Economic Times
  PRI Makers Network members see both threats and opportunities arising from the current crisis.
• PRIs: Greater Impact with Limited Resources
  Council on Foundations interview with Doug Stamm, Meyer Memorial Trust and Carol Lewis, Philanthropy Northwest

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