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  Expanding the Philanthropic Toolbox:
Introduction to Program-Related Investing 
Webinar Series
Programs for Grantmakers and their Advisors  

Our colleagues at Philanthropy Northwest are extending a special invitation to MPC members to participate in this four part series presented by PRI Makers Network. We are sorry for the short notice, but we thought it was an opportunity worth sharing.

 
This series introduces key concepts, discusses critical questions, and details the steps to establishing an effective PRI program (program-related investments). It is intended for foundations that are considering or getting started making program-related investments as well as for individuals who want to learn more about social investing. It is also a useful preparation for more intensive PRI Makers Network training programs such as the PRI Institute. The webinars are presented by experienced PRI makers from a range of foundations.

 
 PRI Makers Network and Philanthropy Northwest are extending to MPC members
a special rate at 50% off the regular price.
You may register for one program ($25) or for the whole series ($75).
 
When registering, please select "Grantmaker Association Member".
 
If you have questions or need help with registration, please contact Shiho Fuyuki, PRI Makers Network, (206) 443-8463 sfuyuki@primakers.net or call MPC at (207) 780-5039.
 
  

 
Part I: Introduction to PRIs
  
Wednesday, September 8
 
While the first in the series of four events has already gone by, registrants for any of the next three sessions will be provided the materials and links to recordings from the first session.
 
This session addressed social investing and the role of program-related investments; uses and applications of PRIs; impact and benefits of PRIs for recipients and foundations; and challenges and opportunities for small and mid-size foundations.
 

 
Part II: Getting Started
  
 
Wednesday, September 22, 2010
12:30 p.m. to 1:30 p.m. 
Register for this session only or for the whole series.
(Please select "Grantmaker Association Member")
 
This session will address creating alignment with mission and values; securing agreement from trustees, staff, and advisors; balancing internal capacity and external resources; and establishing policies and procedures.
 
Featured Presenters: Ed Diener, Skoll Foundation; Caryn Sachs, Erich & Hannah Sachs Foundation
 

 
Part III: Developing a PRI Strategy
  
 
Wednesday, October 6, 2010
12:30 p.m. to 1:30 p.m.
 (Please select Grantmaker Association Member)
 
This session will address determining program focus and scope; adapting programs according to size and capacity; and legal, accounting, and investment management requirements.
 
Featured presenters: Lisa Hiller, Helen Bader Foundation, Inc.; Chris Perez, Rasmuson Foundation
 

 
Part IV: Program Management
  
Wednesday, October 20, 2010
12:30 p.m. to 1:30 p.m. 
 (Please select Grantmaker Association Member)
 
This session will address locating and assessing investment opportunities; due diligence, monitoring, and evaluation; and lessons learned by PRI practioners.
 
Featured presenters: Lisa Hiller, Helen Bader Foundation, Inc.; Dana Pancrazi, The FB Heron Foundation
 

 
About the Presenter
 
PRI Makers Logo2PRI Makers Network is an association of grantmakers that use program-related and other investments to accomplish their philanthropic goals. 
 
They provide a forum for networking, professional development, collaboration and outreach to funders, including those not currently making PRIs or other social investments. Through their activities, they seek to strengthen the capacity of grantmakers to effect change across diverse program areas. PRI Makers Network Members come from more than 90 foundations of all sizes from every region of the country, with a wide range of programmatic goals.
 

 
  cofresourcesMore Resources
  
PRI Primer - Program-related investment (PRI) is a tool foundations can use to leverage their philanthropic dollars. This primer from PRI Makers answers commonly asked questions.    

Publications and Articles - Links to several books, articles, and other resources.

PPC Powerpoint - Mission Investing and Social Enterprises: New Tools for Greater Impact (MPC Philanthropy Partners Conference)

 
Maine Philanthropy Center
USM Glickman Family Library, PO Box 9301, Portland, Maine 04104-9301
(207) 780-5039
mpc@mainephilanthropy.org