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Wed, Mar 20

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via Zoom

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!

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Program Related Investments: How Private Foundations Can Earn a Return While Making Qualifying Distributions
Program Related Investments: How Private Foundations Can Earn a Return While Making Qualifying Distributions

Time & Location

Mar 20, 2024, 12:00 PM – 1:15 PM PDT

via Zoom

About the Event

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 a PRI is
  • 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

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