How We Invest

Every investment serves a purpose for the Otto Bremer Trust. Often these investments go beyond our grantmaking, including program-related investments, all in keeping with our mission.

We use program-related investments to provide capital to qualified organizations. These organizations — with demonstrated capabilities in areas consistent with OBT and capable of entering 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 are reinvested to support our mission.

PRIs are administered by our subsidiary, Community Benefit Financial Company (CBFC). They can include financing methods commonly associated with banks or other private investors, such as loans, loan guarantees, and even equity investments in nonprofit organizations or commercial ventures for charitable purposes.