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)
*NEW*
Ford Foundation, The Double Bottom Line Handbook, New York, NY: 2008.
tool-ford-DBLHandbook.pdf
(3.3MB)
FSG Social Impact Advisors, Let’s Consider Evaluation: A Self-Assessment
Tool for Foundation Trustees, San Francisco, CA: the James Irvine foundation,
May 009.
tool-fsg-social-impact-eval1.pdf (130KB)
FSG Social Impact Advisors, Let’s Discuss Evaluation: A Framework for Trustee
Conversations, San Francisco, CA: the James Irvine foundation, May 2009.
tool-fsg-social-impact-eval2.pdf (130KB)
FSG Social Impact Advisors, Let’s Discuss Evaluation: Facilitator’s
Guide, San Francisco, CA: the James Irvine foundation, May 2009.
tool-fsg-social-impact-eval3.pdf (110KB)
FSG Social Impact Advisors, Snapshots: How Foundation Trustees Use Evaluations,
San Francisco, CA: the James Irvine foundation, May 2009.
tool-fsg-social-impact-eval4.pdf (300KB)
FSG Social Impact Advisors, What’s the Difference? How Foundation Trustees
View Evaluation, San Francisco, CA: the James Irvine foundation, May 2009.
tool-fsg-social-impact-eval5.pdf (350KB)
FSG Social Impact Advisors, Let’s Make Evaluation Work: A Planning Guide
for Foundation Trustees, San Francisco, CA: the James Irvine foundation, May 2009.
tool-fsg-social-impact-eval6.pdf (140KB)
Neil Carlson, Program-Related Investing: Skills & Strategies For New PRI Funders,
New York, NY: GrantCraft, 2006.
tool-grantcraft-pri.pdf (200KB)
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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