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Download the RSF Social Investment Fund Investor Toolkit

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Social Investment Fund

How to Invest

Select your state or province to learn more.

The RSF Social Investment Fund provides a unique opportunity to invest in a diversified, direct loan fund comprised of over 80 leading non-profit organizations and for-profit social enterprises. It represents a great way to achieve substantial social and environmental “returns” while generating a financial return similar to that of a bank CD.

Historical Performance

Since 1984, RSF has maintained a 100% repayment rate – plus interest – to our community of investors, and has made over $275 million in loans to social enterprises. Historical rates of return are similar to those of a bank CD. Learn more.

Your investment in this fund supports RSF’s Social Enterprise Lending Program, which provides mortgage loans, working capital lines of credit, and inventory financing exclusively to non-profit and for-profit organizations dedicated to improving the well-being of society and the environment. Click here to view a full list of our current borrowers.

Summary of Rates & Terms

Accessible to a wide range of investors, the RSF Social Investment Fund has a minimum investment of just $1,000, and allows for partial or complete repayments at the end of each financial quarter. Learn more.

How to Invest

The RSF Social Investment Fund is available to residents of most US states and some Canadian provinces.  To learn more about our investment offerings in your area, please select your state from the dropdown menu at the top of this page or contact Mark Herrera at 415.561.6160.

Current clients: If you need to obtain a redemption from your account, please contact Meredith Storton at 415.561.6167 or meredith.storton@rsfsocialfinance.org. As a reminder your investment becomes available for repayment at the end of each calendar quarter. Please provide RSF 30 days’ notice before the end of the quarter.

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