Join this virtual MCF member briefing to get the background you need to prepare for success with making PRIs (program related investments). This is an advanced session that presumes you have a basic understanding of PRIs and that you’re ready to make the case to your investment team or trustees. Whether you’ve already made a couple of PRIs or you’re still trying to figure out the mechanics, this session will take you through the steps to advance from PRI-idea to PRI-implementation.
Presenters will describe the process of making a PRI including financial and legal considerations. A large portion of the session will be hosted in breakout rooms where the conversation will focus on the technical details related to your situation: private foundation or public/community foundation. You’ll walk away with enough information to take the next step toward PRI-success.
Presenters:
- Karen Gries, Principal, CliftonLarsonAllen LLP
- Susan Hammel, MFA, Executive in Residence for Impact Investing, Minnesota Council on Foundations
- Mackenzie McNaughton, Senior Attorney, Dorsey & Whitney, LLP
- Larry Mohr, Partner, Baker Tilly
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Jeff Ochs, President & CEO, Venn Foundation
This is an MCF members-only session. Log-in details will be provided in your confirmation email.