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Program Related Investment Tools

Christa Velasquez and Francie Brody, Should We Consider a PRI? Basic program-related investment criteria for foundations and nonprofit organizations, Hartford, CT: Brody Weiser Burns, 2002.
tool-bwb-pri-considerations.pdf (96KB)

Frances Brody, John Weiser and Scott Miller, Matching Program Strategy and PRI Cost, ed. by Phyllis Joffe, Hartford, CT: Brody Weiser Burns, 2002.
tool-bwb-pri-strategy.pdf (100KB)

David S. Chernoff, Esq. Program-Related Investments: A User-Friendly Guide, adapted from a speech delivered at the 2005 annual conference of the Council of Foundations in San Diego, CA: Chicago, IL: John D. and Catherine T. MacArthur Foundation, 2005.
tool-macarthur-pri.pdf (188KB)

Jonathan C. Lewis and Robert A. Wexler, Mission Investing in Microfinance: A Program Related Investment (PRI) Primer and Toolkit, Davis and San Francisco, CA: MicroCredit Enterprises and Silk, Adler & Colvin, July 2007.
tool-microcredit-ent-pri.pdf (312KB)

Steven Godeke with Doug Bauer, Philanthropy’s new passing gear: Mission-Related Investing: A Policy and Implementation Guide for Foundation Trustees, New York, NY: Rockefeller Philanthropy Advisors, 2008.
tool-rockefeller-mission-related-invest.pdf (630KB)


For more information, see the Program Related Investments Support Page in our Strategies & Models Panel.


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