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2022 AICPA & CIMA Private Foundation Summit

PFS2204 - Impact Investing: Part I

Dec 12, 2022 2:30pm ‐ Dec 12, 2022 3:20pm


During this session a foundation will present a comprehesive case study that includes examples of recent types of program-related investments they have funded. The foundation will not only discuss the objectives and outcomes of the investments, but the due diligence process and challenges encountered along the way.

Learning Objectives:
  • Identify different types of program-related investments covered by the case study
  • Discuss important considerations including due diligence and any hurdles encountered during the structuring the transaction


Category: General Session (Online)

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