Have you considered ways to expand your philanthropic impact beyond grants? Program Related Investments (PRIs) are one highly versatile investment strategy that private foundations and public charities can use to advance charitable missions. Through PRIs, funders can leverage a greater percentage of philanthropic assets toward achieving social impact goals, including in years when investment portfolios generate smaller returns.
To be classified as a PRI, an investment must meet two main requirements: the primary investment purpose is to advance a charitable purpose, and the financial terms of the investment are in some way “below-market.” And while thousands of private foundations exist, only a few hundred make Program Related Investments regularly. Join us to get the lay of the land on how PRIs can be structured, who can receive them, and their range of impact for investors and investees.
Speakers
Christine Williams
Equity Consulting LLC
Ms. Christine Williams is the founder and Owner of Equity Consulting LLC. Ms. Williams started her journey in Finance at Rice University. She earned her Bachelor’s degree in Business Administration from Le Tourneau University and Master’s degree in Business Administration with a concentration in Finance from University of Houston. Christine has served in many leadership roles in the San Francisco Bay Area which includes Vice Chancellor of Finance, Executive Administrator for Retirement Board Oversight, Institutional Campus President and Campus Director. Christine’s background in Finance led to years of working with top investment firms in the country and top legal firms with retirement pension and investment counseling expertise. Ms. Williams continues to serve her community as a Board Member for Youth Uprising in Oakland California.
