Programs & Events

Virtual Learning Opportunity: Designing Your First Debt Program-Related Investment: A Low Interest Loan Case Study

Join the Barra Foundation and Conley Law Group to learn the difference between Program-Related Investments (PRIs) and Mission-Related Investments, as well as the story of one PRI that the Barra Foundation made in New Day Chester, Pennsylvania. Participants will learn the various steps involved in a debt-based PRI,  including the phases of due diligence, structuring and negotiating the transaction, and reporting and follow-up. Speakers will also share the legal and financial details of the New Day Chester PRI, various legal options available when developing a PRI and how Barra Foundation chose among them, as well as some of the softer details around Board and grantee conversations that facilitated a successful project.
 
Speakers
  • Kristi Poling, Barra Foundation
  • Marla K. Conley, Esq., Conley Law Group
Members, log in to register for this Virtual Learning Opportunity. If you have any questions, or challenges logging in, please contact our Program Coordinator, Karla, at [email protected].
 

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