Taking Stock, Giving Stock
December 15, 2009
Imagine that you’ve decided to align your investments with your values…You call your financial advisor, broker, or parent to order the sale, and… you’re advised to hold onto some, if ... More >Summary of Rates & Terms
Minimum Investment: $1,000 minimum to open an account. There is no minimum for additions to existing accounts.
Term: 90 days. When you invest in the RSF Social Investment Fund, we issue an investment note with a quarterly term. This note is automatically renewed at the end of each quarter, unless you notify us that you would like to redeem it.
Interest Rate: The interest rate on your investment note varies quarterly, averaging 2.48% over the last three years (2007-2009). The current interest rate for investment notes is 1.00%.
Interest Payments: You may elect to have your interest accrued to your investment or paid out to you on a quarterly basis. You may also choose to gift the accrued interest to an RSF Donor Advised Fund or Focus Area Fund, further increasing your social impact.
Repayment: The RSF Social Investment Fund has repaid investors consistently for 25 years with a loan loss rate of less than 1%.
Reimagine Money Blog
Announcing RSF Prime
November 10, 2009
Dear Friends, We are excited to announce an important shift in how we determine the rate of return each quarter for the RSF Social Investment Fund (SIF), which in turn determines ... More >