The PRI Makers Network offers this signature webinar series that introduces key concepts, discusses critical questions, and details the steps to establishing an effective program-related investing (PRI) program. It is intended for foundations that are considering or getting started making PRIs as well as for individuals who want to learn more about social investing. It is also a useful preparation for more intensive PRI Makers Network training programs such as the PRI Institute. 

The last webinar series, described below, was held in the spring of 2011. To access the presentations and recordings from these sessions, please click on the titles below.

Future dates will be announced when they are available. If you have any questions regarding the series, please contact Shiho Fuyuki.

Part I: Introduction to PRIs

February 16, 2011, 9:30-10:30 am Pacific/11:30 am-12:30 pm Central/12:30-1:30 pm Eastern

Speakers: Ed Diener, The Skoll Foundation; Dana Pancrazi, The F.B. Heron Foundation

This session addresses the following topics:

• Social investing and the role of PRIs
• Uses and applications of PRIs
• Impact and benefits of PRIs for recipients and foundations
• Challenges and opportunities for small and mid-size foundations

Presentation slides available here.

Part II: Getting Started

March 16, 2011, 9:30-10:30 am Pacific/11:30 am-12:30 pm Central/12:30-1:30 pm Eastern

Speakers: Ed Diener, The Skoll Foundation; Lisa Hiller, Helen Bader Foundation, Inc.

This session addresses the following topics:

• Creating alignment with mission and values
• Securing buy-in from trustees, staff and advisers
• Balancing internal capacity and external resources
• Establishing policies and procedures 

Presentation slides available here.
O&A raised in session.

Part III: Developing a PRI Strategy

April 13, 2011, 9:30-10:30 am Pacific/11:30 am-12:30 pm Central/12:30-1:30 pm Eastern

Speakers: Sandra Mikush, Mary Reynolds Babcock Foundation; Jeff Rosen, Solidago Foundation

This session addresses the following topics:

• Determining program focus and scope
• Adapting programs according to size and capacity
• Finding investment opportunities

Presentation slides available here.

Part IV: Program Management

May 11, 2011, 9:30-10:30 am Pacific/11:30 am-12:30 pm Central/12:30-1:30 pm Eastern

Speakers: Kathryn Dunn and Lisa Hiller, Helen Bader Foundation, Inc. 

This session addresses the following topics:

• Underwriting and structuring deals
• Monitoring, work-outs and evaluation
• Lessons learned by PRI practitioners

Presentation slides available here.

Fees

PRI Makers Network Member: Free.

Grantmaker Association Member: $75 for full series or $25 per webinar.

Nonmember: $150 for full series or $50 per webinar.