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Fri, Jun 16
|Brown & Streza
Program Related Investments: How Private Foundations Can Earn a Return While Making Qualifying Distributions
You will learn what a PRI is, when you should consider making one, and more!

Time & Location
Jun 16, 9:30 AM – 11:15 AM
Brown & Streza, 40 Pacifica, 15th Floor, Irvine, CA 92618
About the Event
Click below to register for in-person or virtual webinar:
- In-Person Registration: click here
- Virtual Registration: click here
Speaker: Casey S. Hale
Like a grant, a PRI is a vehicle for making charitable capital available to organizations committed to addressing social or environmental concerns. Unlike a grant, however, a PRI is repaid with at least a modest rate of return. After a PRI is repaid, the private foundation may reuse the PRI to fund other charitable purposes. Therefore, a PRI can be a more effective use of foundation assets than a grant. You will learn:
- What is a PRI
- When a private foundation should consider making a PRI
- How making a PRI affects minimum distribution requirements
- How making PRIs can grow a private foundation’s portfolio
- Typical barriers to PRI use and ways to overcome them
Schedule
30 minutesIn-Person Networking & Continental Breakfast
1 hour 15 minutesIn-Person | Virtual Presentation
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