Program Related
Investments
ARTICLES
Nancy O. Andrews, The Role of PRIs in Creating Scale and Leverage, Stanford,
CA: presentation to PRI conference, January 18, 2006.
article-andrews.pdf
(108KB)
William Baue, “Helping People Help Themselves: A Conversation with F.B.
Heron's Luther Ragin” SRI Advisor.com, December 27 and 30, 2002.
article-baue.pdf
(119KB)
Christie I. Baxter, “A Basic Guide to Program-Related Investments,”
The Grantsmanship Center Magazine, Fall 1997.
article-baxter.pdf
(167KB)
Frances Brody, Kevin McQueen, Christa Velazquez, and John Weiser.
Current Practices in Program-Related Investing. Branford, CT: Brody•Weiser•Burns,
2002.
article-brody-mcqueen.pdf
(107KB)
Frances Brody, John Weaver, and Scott Miller. Phyllis Jaffe,editor.
Matching Program Strategy and PRI Cost. Brody•Weiser•Burns,
2003.
article-brody-weaver.pdf
(97KB)
Calvert Foundation, New PRI Opportunity Garners Flexible Capital
for Award-Winning Community Development Corporations, Calvert Foundation:
Bethesda, MD, June 12, 2002.
article-calvert.pdf
(60KB)
Jed Emerson, “Where Money Meets Mission: Breaking Down the
Firewall Between Foundation Investments and Programming,”
Stanford Social Innovation Review, Summer 2003.
article-emerson.pdf
(275KB)
Jeffrey Fraser, “Philanthropic Field,” H Magazine,
vol. 4, no. 4 (Fall 2004), pp. 20-27.
article-fraser.pdf
(997KB)
Kim Klein, “Exploring Alternative Forms of Fundraising,”
Shelterforce Online, Issue 139, January-February 2005.
article-klein.pdf
(115KB)
*NEW*
Michael Swack, “Expanding Philanthropy’s Reach: Mission-Related Investing at the F.B. Heron Foundation,” Communities & Banking, spring 2008, pp. 28-30.
article-swack08.pdf (480KB)
BOOKS
Baxter, Christine I, Program-Related Investments: A Technical
Manual for Foundations, New York: John Wiley & Sons, 1999.
Michael Edwards, Just Another Emperor?: The Myths and Realities of Philanthrocapitalism,
New York, NY and London, UK: Demos: A Network for Ideas & Action and The
Young Foundation, 2007.
book-edwards.pdf (937KB)
Foundation Center, The PRI Directory: Charitable Loans and Other
Program-Related Investments by Foundations, 2nd ed., New York: The
Foundation Center, 2003.
book-fdn-center-excerpt.pdf
(311KB)
PAPERS
*NEW*
Julia Coffman, Foundations and Public Policy Grantmaking, San Francisco, CA: James Irvine Foundation, March 2008.
paper-coffman.pdf (600KB)
Rick Cohen, A Call for Mission-Based Investing by America’s Private
Foundations, Washington, DC: National Center for Responsive Philanthropy, September
2005.
paper-cohen.pdf
(1.2MB)
Sarah Cooch & Mark Kramer, with Fi Cheng, Adeeb Mahmud, Ben Marx and Matthew
Rehrig, Compounding Impact: Mission Investing by US Foundations, Boston, MA:
FSG Social Impact Advisors, March 2007.
paper-cooch-kramer.pdf
(1.4MB)
Jed Emerson, A Capital Idea: Total Foundation Asset Management and the Unified
Investment Strategy, Palo Alto, CA: Stanford Graduate School of Business, Research
Paper no. 1786, January 2002.
paper-emerson.pdf
(252KB)
Jed Emerson, Investing for Maximum Impact: Exploring Aspects of the Investment
Spectrum, Oxford, England: The 2006 Skoll World Forum on Social Entrepreneurship,
March 29-31, 2006.
paper-emerson06.pdf
(124KB)
Jed Emerson, A Value Vision for the 21st Century: The Role of Foundations in
Creating Sustainable Capitalism, Washington, DC: The Case Foundation, 2006.
paper-emerson06.ppt
(PowerPoint presentation 122KB)
Funders Network for Smart Growth and Livable Communities, “Providing
Safe, Decent, and Affordable Places to Live—Innovative Philanthropic Approaches
to Housing Affordability and Smart Growth, Spotlight, no. 11, Coral Gables,
FL: January 2005.
paper-fundersnetwork.pdf
(193KB)
Joshua Humphreys, The Mission in the Marketplace: How Responsible Investing
Can Strengthen the Fiduciary Oversight of Foundation Endowments and Enhance
Philanthropic Missions, Washington, D.C.: Social Investment Forum Foundation,
April 2007.
paper-humphreys.pdf
(236KB)
Dominic Careri Kulik, The Double Bottom Line Media Industry: An
Analysis of Investment Opportunity, Ed. Olivier Sylvain, San Francisco,
CA: Investors Circle, 2005.
paper-kulik.pdf
(68KB)
William P. Ryan, Nonprofit Capital: A Review of Problems and Strategies. Washington,
D.C. and New York, NY: Fannie Mae Foundation and Rockefeller Foundation, April
2001.
paper-ryan.pdf
(664KB)
Michael Swack, Jack Northrup, and Janet Prince, A Case Study— Expanding
Philanthropy: Mission-Related Investing at the F.B. Heron Foundation, Manchester,
NH: School of Community Economic Development, Southern New Hampshire University,
2007.
paper-swack-et-al.pdf
(232KB)
REPORTS
Margaret Bolton, Foundations and social investment: making money work harder
in order to achieve more, London, England: Esmée Fairbairn Foundation,
October 2005.
report-bolton.pdf
(220KB)
Boston Consulting Group. Assessing Provenex Performance and Identifying Directions
for the Future. Boston, MA: August 8, 2002.
report-bostonconsulting.pdf
(379KB)
Sarah Cooch and Mark Kramer, Aggregating Impact: A Funder’s Guide to Mission
Investment Intermediaries, Boston, MA: FSG Social Impact Advisors, November
2007.
report-cooch-kramer.pdf (1.3MB)
Ford Foundation, Program-Related Investments: A Different Approach
to Philanthropy. New York: October 1974.
report-ford74.pdf
(1.17MB)
Ford Foundation, Investing for Social Gain: Reflections on Two Decades of
Program-Related Investments. New York: December 1991.
report-ford91.pdf
(2.89MB)
Katherine Fulton and Andrew Blau. Looking Out for the Future:
An Orientation for Twenty-First Century Philanthropists. Cambridge,
MA: Monitor Group, 2005.
report-fulton-blau.pdf
(5.29MB)
F. B. Heron Foundation. New Frontiers in Mission-Related Investing. New York,
NY: 2004.
report-heron.pdf
(298KB)
Julia Parzen. Foundations and Real Estate: A Guide for Funders
Interested in Building Better Communities, Coral Gables, FL: Funders
Network for Smart Growth and Livable Communities, fall 2004.
report-parzen.pdf
(1.69MB)
*NEW*
Heidi Waleson, Beyond Five Percent: The New Foundation Payout Menu, San Francisco, CA and New York NY: French American Charitable Trust, Northern California Grantmakers and New York Regional Association of Grantmakers, September 2007.
report-waleson.pdf (1MB)
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