Social & Financial Investments
GAINS MADE TODAY PROVIDE FOR EVEN MORE GOOD TOMORROW
Every investment serves a purpose for the Otto Bremer Trust. We refer to those meeting both social and financial objectives as delivering hybrid returns. These can range from program-related investments with like-minded organizations, our majority ownership of Bremer Bank, or participation in other mission-driven initiatives. Explore the different ways innovative finance is facilitating more good for our communities.
Hybrid Return Focus
Investment Types
- Program-Related Investments (PRIs)
- Bremer Bank
- Mission-Driven Initiatives
Program-Related Investments (PRIs)
Program-related investments are an important tool we use to provide capital to qualified organizations. These organizations—with demonstrated capabilities in areas consistent with our Trust and capable of entering into appropriately documented financial transactions—work with us to further social impact and financial objectives. Financial returns on our investments contribute to our resource base and will be reinvested in support of our mission. PRIs can include financing methods commonly associated with banks or other private investors, such as loans, loan guarantees, linked deposits, and even equity investments in nonprofit organizations or in commercial ventures for charitable purposes.
The Impact
SUCCESSFUL INVESTMENTS DELIVERING HYBRID RETURN
We are seeking organizations that successfully contribute to both the financial and social capital within a community. Here is a link to some of our notable partnerships.
Featured Story
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Turning roadblocks into opportunities
PRIDE CLEAN UP, LLC - Minneapolis, Minnesota
Growing up in North Carolina, with his mom working two night jobs, JD made some mistakes. But he went All-American in high school.
Recent Grant Recipients
See All RecipientsCommunity Reinvestment Fund, Inc.
$500,000 | 2019 | Minneapolis, MN
To provide CRF with the lending capital necessary to fund under resourced small businesses in Minnesota.
Project for Pride in Living, Inc.
$1,000,000 | 2019 | Minneapolis, MN
To support the land acquisition for Phase 1 of an affordable housing development at the former Ford Motor Company assembly plant in the Highland Park neighborhood of Saint Paul.
The Sheridan Story
$250,000 | 2019 | Roseville, MN
To support capital needs, specifically to retain adequate and well-priced inventory.
Partner With Us
When seeking opportunities to generate a hybrid return for the people in the Upper Midwest, there are numerous complexities to consider. We find it beneficial for all parties to begin the partnership process with exploratory conversations. If you represent an organization that may be able to provide hybrid returns, we welcome the opportunity to talk with you. To start the conversation, please contact one of our directors.