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General Session Onsite and Online

PFS2304. Investing for Purpose - Opening Doors that may have Previously Been Closed

This session will cover using Foundation capital to increase investment in underrepresented communities. We will examine: - current program related investments and what investments can qualify as a PRI. - when can an investment in a partnership qualify as a program related investment. - how Foundations can bring capital into a community by putting funds on deposit in rural credit unions or providing loan guarantees. This session will also take a deep dive in the current CECL GAAP rules and guidance.

Learning Objectives:

  • Recall grantmaking practicalities and practices
  • Recognize the differences between legal requirements and foundation policies
Date/Time
CPE Credits
1.0
NASBA Field of Study
Accounting
Level
Basic
Prerequisites
1-2 Years in the Profession
Advanced Preparation
None