Apply for a PRI

Grants aren’t the only way to help community organizations. Our Program Related Investment program – the first of its kind in Wisconsin – is another way the Helen Bader Foundation supports groups working to make our communities better for everyone.

PROGRAM RELATED INVESTMENTS THAT WE FUND

We consider PRI requests on a limited basis, depending on a number of factors.
We look for:

  • Strong ties to existing Foundation initiatives and strategies.
  • The capacity to attract other financing to the deal.

It is critical for applicants to demonstrate that a deal is unlikely to happen through mainstream funding sources, to the point where a deal may not happen at all without our investment.

 

PROGRAM RELATED INVESTMENTS THAT WE DO NOT FUND

The Foundation does not consider PRI requests that do not align with our Wisconsin program areas, nor do we seek requests where mainstream funding sources are readily available.

Learn more about our PRI Application Process

step one

Fill out our PRI Pre-Qualification form here A representative from the Helen Bader Foundation will review your request.

step two

If your request to apply for a PRI is granted, you will be asked by a representative from the Helen Bader Foundation to complete a Preliminary Online Application.

step three

After your Preliminary Online Application has been accepted and reviewed by Helen Bader Foundation staff, you may be invited by a member of our staff to complete an online Full Proposal.

step four

Once we receive the Full Proposal, our staff and board will review your request. You can expect to hear about your request status within 3-4 months. Correspondence is sent by email, so please add hbf@hbf.org to your Approved Senders list to ensure you receive these important updates.

PRI Frequently Asked Questions

When should I submit my Preliminary Application?
The Preliminary Application can be submitted at any time. Application deadlines are established twice per year to correspond to meetings of the Foundation's Board of Directors. The next deadline is June 27, 2013.

I've already started a Preliminary Application. Where do I complete it?
Log in through the Account Manager to complete and submit your request.

I'm a fundraising consultant. Can I apply on behalf of a client?
We welcome applications submitted by consultants, but recommend that the online account be created under the email of the organization's executive director (or other key staff).

How soon will I hear about my status?
Correspondence is sent by email, so please add hbf@hbf.org to your Approved Senders list. All applications are reviewed as a group by our staff, and in approximately two weeks, we will send an email regarding the progress of your request.

Where is my request ID?
Please refer to the five-digit Request ID we cite in our email correspondence. The ID number listed next to your Full Proposal in the Account Manager is assigned by a third-party website, and will not correspond to the Foundation's Request ID.

 

Proceed to the PRI Pre-Qualification Form

Please note that all new applications for Program Related Investments must be first solicited by Helen Bader Foundation staff.

The Helen Bader Foundation makes Program Related Investments (PRIs) through loans, loan guarantees, credit enhancements and equity investments to support for-profit and nonprofit efforts furthering the Foundation’s charitable mission.

If you are interested in making a PRI request, please fill out the form below. An access password will be provided after review if you are invited to submit an application.

Learn more about the PRI application process and FAQs

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