Invest with Values

The Investor's Gateway to Positive Change

The Investor's Gateway to Positive Change

  • RESOURCE DIRECTORY
    • GETTING STARTED
    • FULL DIRECTORY
    • Top Resources
    • Share a Resource
  • NEWS CENTER
    • NEWS CENTER
    • By Category
      • Local Banking
      • Community Investing
      • Impact Investing
      • Sustainable-Responsible Investing
      • Featured Articles
      • Beyond Investing
      • IWV news
      • Top Resources
    • News Partners
      • 3BLmedia
      • AllianceMagazine
      • CorporateKnights
      • GreenMoney
      • Locavesting
      • MaxImpact
      • InvestWithValues Sponsors
      • InvestWithValues Partners
    • Newsletter Sign-up
    • Newsletter Archive
  • About
    • About Us
    • Brian Kaminer
    • Learn More
    • Testimonials
    • Investments Talk! Video
    • Launch Press Release
    • News Center Press Release
  • Sponsors & Partners
    • Sponsors
    • Partners
  • Connect
    • Contact Us
    • Survey
    • IWV News
    • Share a Resource
  • Spoiler title
    Free GuideSubscribeClose
    Get a free 30 minute personalized guide to
    Invest With Values, after subscribing.
    * = required field

Webinar: The Role of Donor Advised Funds in an Impact Economy

March 6, 2020 By IWV Sponsor

RSF’s Kelley Buhles participates in a discussion hosted by Impact Entrepreneur to examine the role of Donor Advised Funds (DAF) in impact investing. The webinar explores what the best practice is or should be for DAFs to fulfill their promise of well over $100 billion (and fast-growing) in alignment and making positive impact with the […]

Filed Under: -Impact Investing Tagged With: RSF, Sponsor

RSF Rate Changes: The Interconnectedness of Economic Relationships

January 13, 2020 By IWV Sponsor

Each quarter the RSF Pricing Committee comes together to determine the rate of return for our Social Investment Fund investors, the interest rate for our borrowers, and the rate that RSF earns as an intermediary and financial partner. For the first quarter of 2020, the RSF Pricing Committee determined that the rate charged to borrowers […]

Filed Under: -Impact Investing Tagged With: RSF, Sponsor

A New Year’s Greeting: Looking Back and Looking Forward

January 7, 2020 By IWV Sponsor

Dear Friends, While it is hard to believe that 2019 has come to a close, there is something magically rounded about decade numbers like 2020, so welcome to the new year, and know that we are most grateful that you are with us. Before we get too far into 2020, we would like to share […]

Filed Under: -Impact Investing Tagged With: RSF, Sponsor

With Root Capital, RSF Doubles Down on Impact—and Impact Measurement

December 24, 2019 By IWV Sponsor

After Bertha Nzabanita lost her husband in the 1994 Rwandan genocide, she was left with a dilapidated house, a young son to raise, and one field of coffee plants. Her options were limited—until she joined the Musasa coffee cooperative. The co-op guaranteed her a fair price for her coffee cherries (as unroasted berries are called) […]

Filed Under: -Impact Investing Tagged With: RSF, Sponsor

The Alchemy of Gift

December 18, 2019 By IWV Sponsor

What might an analysis of gift streams tell us about the development of human consciousness in the 21st century in the United States? The experience of giving and receiving makes it clear that gifting has profound meaning in and through human connections; these connections constitute culture. Thus, the health of culture would be an indicator […]

Filed Under: -Impact Investing, Beyond Investing Tagged With: RSF, Sponsor

Global Whole Being Fund and Help Refugees / Choose Love

December 5, 2019 By IWV Sponsor

RSF’s Raquel Iglesias speaks with Josie Naughton from Help Refugees/Choose Love, and Negar Tayyar from Global Whole Being Fund about working together to support “people on the move.” Raquel Iglesias: Could each of you tell me about yourself, and what has led you to your current work? Josie Naughton: I’m the CEO of two organizations […]

Filed Under: -Impact Investing, Beyond Investing Tagged With: RSF, Sponsor

Transforming Your Relationship to Money – Interconnectedness is the New Currency with Deb Nelson

November 21, 2019 By IWV Sponsor

Deb Nelson, our Vice President of Client & Community Engagement, is featured on Carley Hauck’s Live Well Awake podcast. In their conversation, Carley and Deb explore the ways money can be used to heal the world around us, and touch on topics ranging from economic justice & women’s rights to hiking amidst redwood forests. Click […]

Filed Under: -Impact Investing, Beyond Investing Tagged With: RSF, Sponsor

RSF-Purpose Initiative Responds to Demand for Mission-First Business Models

November 19, 2019 By IWV Sponsor

RSF Social Finance and Purpose collaborate to make alternative structures accessible for businesses that want to grow without sacrificing purpose; publish their first report SAN FRANCISCO, October 22, 2019 — A grassroots global movement is emerging behind mission-first business models rooted in stakeholder governance—rather than shareholder control—and RSF Social Finance and the Purpose Foundation are […]

Filed Under: -Impact Investing Tagged With: RSF, Sponsor

Working Toward a Regenerative Economy

April 16, 2019 By IWV Sponsor

Integrated Capital Fellows explore how to activate capital to create lasting, positive change while building connection and community. A new clarity is emerging, one that recognizes that the stewardship of money includes a duty to the greater whole. This clarity has engendered an entirely new form of activism, one in which money is used creatively […]

Filed Under: -Impact Investing, Beyond Investing Tagged With: RSF, Sponsor

RSF at 35: Reflecting on Our Evolution

April 9, 2019 By IWV Sponsor

In our Spring/Summer 2019 newsletter we take a moment celebrate our 35th anniversary and reflect on how our organization and our community has grown over the years. We visit with a longtime partner, Camphill Communities California, near the Santa Cruz foothills, to learn how they have created a life-sharing community for adults with developmental disabilities […]

Filed Under: -Impact Investing Tagged With: RSF, Sponsor

My Experience as an MBA Intern at RSF

February 28, 2019 By IWV Sponsor

Reflecting on my first day as an MBA intern at RSF Social Finance, I can remember how excited I was to spend ten weeks working with and learning from the top social finance professionals in its ranks. As someone with a background in private equity investing prior to business school at Stanford, I closely monitored […]

Filed Under: -Impact Investing, Beyond Investing Tagged With: RSF, Sponsor

RSF Prime Increase

February 5, 2019 By IWV Sponsor

On January 1, 2019, RSF Social Finance increased RSF Prime, its base interest rate for borrowers, to 5.50 percent. Other participants in the Social Investment Fund are affected as follows: the investor rate is now 1.25 percent, up from 1.00 percent, and the RSF revenue share will remain at 4.25 percent. RSF Prime is reset […]

Filed Under: -Impact Investing Tagged With: RSF, Sponsor

These investors are fixing finance to better serve Black entrepreneurs

January 30, 2019 By IWV Sponsor

A few years ago the Federal Reserve Bank of Boston released a study that revealed a city divided: median white wealth was $247,000, compared to median Black wealth of $8. Not long after, Aaron Tanaka and Libbie Cohn walked into the office of a Boston financial firm to pitch the Ujima Project as a solution. The organization […]

Filed Under: -Impact Investing Tagged With: RSF, Sponsor

A Letter from RSF

January 23, 2019 By IWV Sponsor

Dear Friends, Happy New Year! As we step into 2019, we would like to express our deep gratitude to and for our community of clients and partners—thank you for your ongoing support and inspiration. RSF’s work toward creating a compassionate and regenerative economy has never felt more needed or important. This sense of urgency is […]

Filed Under: -Community Investing, -Impact Investing, Beyond Investing Tagged With: RSF, Sponsor

On Money, Race, and Power

October 17, 2018 By IWV Sponsor

Deb: I have had the good fortune of working with both of you and would love to hear more about the work that you’re doing to build a more equitable economy. Can you tell us about what you do? Deborah: I co-founded the Boston Impact Initiative, a place-based impact investing fund focused on closing the […]

Filed Under: -Impact Investing, Beyond Investing Tagged With: RSF, Sponsor

Spirit Rising: Toward a More Just Economy

October 2, 2018 By IWV Sponsor

These Days Whatever you have to say, leave the roots on, let them dangle   And the dirt Just to make clear where they come from. —Charles Olson We stand at an important moment in the flow of time, and what matters most now is that those who can, will stand together, not because there […]

Filed Under: Beyond Investing Tagged With: RSF, Sponsor

Fair Trade Clothing Company Grows Fast and Well

September 24, 2018 By IWV Sponsor

When Kate Fisher and Henry Schwab, the owners of Synergy Organic Clothing, received their first order from Whole Foods Market in 2014, they were thrilled. The husband-and-wife team had sold their organic cotton clothing in their three retail stores and at festival booths nationwide for years, all the while aspiring to a bigger stage. So […]

Filed Under: -Impact Investing Tagged With: RSF, Sponsor

RSF Collaboratives: Filling a Funding Gap

May 16, 2018 By IWV Sponsor

Before joining RSF Social Finance’s leadership team two years ago, I spent fifteen years leading Social Venture Network, a community of mission-driven entrepreneurs and impact investors. During that time, I got to know hundreds of social entrepreneurs who had launched companies and nonprofits that were tackling some of our most pressing social and environmental challenges. […]

Filed Under: -Community Investing, -Impact Investing Tagged With: RSF, Sponsor

RSF Prime Rate Change

April 30, 2018 By IWV Sponsor

On April 1, 2018, RSF Social Finance increased its RSF Prime base interest rate for borrowers by 0.25% to 5.25%. The other participants in the Social Investment Fund (SIF) are affected as follows: the investor rate is now 1.00%, up from 0.75%, and the RSF revenue share remains at 4.25%. RSF Prime is reset each […]

Filed Under: -Impact Investing Tagged With: RSF, Sponsor

Financial Activism and RSF’s Integrated Capital Institute

April 25, 2018 By IWV Sponsor

Enrique: What is the Integrated Capital Institute, and who is it for? Akaya: It’s for financial activists who want to leverage capital as a tool for positive social and ecological change. Over the nine-month program, the fellows learn alongside a group of experts in the field who are leveraging different kinds of capital through an […]

Filed Under: -Impact Investing, Beyond Investing Tagged With: RSF, Sponsor

Summer as an Intern with RSF Social Finance

March 30, 2018 By IWV Sponsor

As I entered the Presidio in breathtaking San Francisco, I was excited to start my MBA summer internship at RSF Social Finance. Having worked in finance and consulting before Wharton, I was attracted to this role by the opportunity it presented to apply my learnings to support social entrepreneurs and challenge my thinking around traditional […]

Filed Under: -Impact Investing, Beyond Investing Tagged With: RSF, Sponsor

Now Accepting Applications for Second Cohort of Integrated Capital Institute

February 28, 2018 By IWV Sponsor

RSF Social Finance has opened the application process for its Integrated Capital Institute. This intensive program will give financial practitioners the tools and strategies they need to help values-driven clients deploy various forms of capital for lasting social and environmental benefit. Fellows will learn about wealth psychology, whole portfolio activation, and RSF’s integrated capital approach: […]

Filed Under: -Impact Investing, Beyond Investing Tagged With: RSF, Sponsor

RSF Social Finance Names New CEO

February 23, 2018 By IWV Sponsor

Jasper van Brakel, former head of Weleda North America, will lead the pioneering social enterprise funder in its next phase of innovation RSF Social Finance has named Jasper J. van Brakel, former president and CEO of Weleda North America, its new CEO effective March 19. In addition to offering proven leadership—van Brakel built Weleda’s brand […]

Filed Under: -Impact Investing Tagged With: RSF, Sponsor

RSF Social Finance Invests More than $1 Million in Women-Led Social Enterprises

January 22, 2018 By IWV Sponsor

RSF’s Women’s Capital Collaborative supports inspirational entrepreneurs who are having a positive impact on women in Africa, Haiti and the U.S. San Francisco, CA (Jan. 18, 2018) – RSF Social Finance has just invested over $900,000 in four women-led enterprises that are creating opportunities for women and girls around the world: Akola Project, Eu’Genia Shea, […]

Filed Under: -Impact Investing Tagged With: RSF, Sponsor

Hummingbird puts farmers first in transforming a region’s food system

January 16, 2018 By IWV Sponsor

Tom Hunton, a third-generation Oregon farmer, was visiting a local school when he received an unexpected thank-you gift: a bag of muffins baked by fourth-graders. Accompanying the baked goods was a note that said, “Thank you, Mr. Hunton, for making the food that we eat every day.” The muffins were made from organic wheat Hunton […]

Filed Under: -Impact Investing, Beyond Investing Tagged With: RSF, Sponsor

#NoRegrets

October 30, 2017 By IWV Sponsor

To create a thriving society, we must invest in soil health. As a young woman growing up in Knoxville, Tennessee, I showed passions many considered “uncharacteristic” of a Southern lady. I was a tomboy who enjoyed sports, science, and math. I wanted to be an engineer like my dad. I left for college in Texas at […]

Filed Under: -Impact Investing Tagged With: RSF, Sponsor

RSF Social Finance Loans $1.56M to Booming Hudson River Valley Kraut Business

October 30, 2017 By IWV Sponsor

Funding, in part from new Biodynamics Capital Collaborative, launches Hawthorne Valley’s new spinoff and juices biodynamics movement October 25, 2017, Ghent, NY – RSF Social Finance, the leading funder of food hubs in the U.S., has loaned $1.56 million to Whitethorne LLC, a new subsidiary of the nonprofit Hawthorne Valley Association that will expand production […]

Filed Under: -Impact Investing Tagged With: RSF, Sponsor

On Money & Biography

October 23, 2017 By IWV Sponsor

Introduction Real conversation is the best way for money and biography to flow together. I hope that this introduction sets in place a foundation for that transformational conversation and encourages engagement in it. I use the word “encourage” because it takes courage and safety to make our money-selves explicit. Money, as it has come to […]

Filed Under: Beyond Investing Tagged With: RSF, Sponsor

Re-energizing the Bronx

September 7, 2017 By IWV Sponsor

BlocPower Offers Energy Retrofits to Communities That Need Them Most For years, Pastor Leo Curry of Fordham United Methodist Church in the Bronx worried about the cost of heating his church and social hall with two outdated boilers. It was so bad that the monthly bills sometimes soared above $12,000. “It was almost to the […]

Filed Under: -Impact Investing Tagged With: RSF, Sponsor

Office Supplies & Independent Lives

August 30, 2017 By IWV Sponsor

Armando Bernasconi is CEO at Quality Connections, an RSF borrower that helps individuals with disabilities become independent, productive community members via employment, job training, and practical life learning. Interviewed by Enrique Perez | Marketing Manager Enrique: Who or what sparked your passion for addressing employment barriers in the disabled community? Armando: My mom and dad […]

Filed Under: -Impact Investing, Beyond Investing Tagged With: RSF, Sponsor

The Prudent Woman

August 9, 2017 By IWV Sponsor

The world of investing abides by various rules. Some are defined and articulated in formal legislation and regulations, while others are based on customs, common practices, and opinions expressed by jurists in court cases. The expectation of “prudence” in financial management is one such case.¹ This piece is a special collaboration by Leslie Christian and […]

Filed Under: -Impact Investing Tagged With: RSF, Sponsor

RSF 2016 Annual Report

August 3, 2017 By IWV Sponsor

It is with great delight that we share with you the 2016 Annual Report by RSF Social Finance. Last year was a full one for this organization, and our collection of client stories and financial results showcases just that. We hope the vignettes and visuals inspire you to seek new ways to engage with money and explore […]

Filed Under: -Impact Investing Tagged With: RSF, Sponsor

Three Days in Vermont

June 14, 2017 By IWV Sponsor

Greetings RSF Community! Earlier this spring, Kate and I spent an eventful few days in Vermont, and I wanted to recap some of the highlights of our short, but geographically-intensive trip. Starting in Burlington, we zipped up and down the state by car, stopping to visit some of our borrowers, partners, and a slew of […]

Filed Under: -Impact Investing Tagged With: RSF, Sponsor

Women & Money

May 17, 2017 By IWV Sponsor

“Everyone has to make up their mind if money is money or money isn’t money and sooner or later they always do decide that money is money.” —Gertrude Stein My Legal Tender project was inspired in part by the Great Recession. Each day, I listened to NPR and almost never heard the female pronoun. All […]

Filed Under: -Impact Investing, Beyond Investing Tagged With: RSF, Sponsor

RSF Quarterly: Power of Women’s Capital

April 11, 2017 By IWV Sponsor

In this spring RSF Quarterly, we lend our focus to understanding the role that leaders in social finance and at social enterprises play in empowering women and girls. We start this issue by interviewing Amalia Greenberg-Delgado, Global Programs Director for Asylum Access, an RSF grant recipient, who enlightens us on the plight that refugee women […]

Filed Under: -Impact Investing Tagged With: RSF, Sponsor

RSF Social Finance Launches Integrated Capital Fellowship for Financial Activists

March 15, 2017 By IWV Sponsor

New program teaches powerful strategies to leverage diverse capital as a tool for long-term change San Francisco, March 13, 2017—In its latest initiative to revolutionize investing and giving, RSF Social Finance today opens applications for the Integrated Capital Fellowship. This intensive program will give financial practitioners the tools and strategies they need to help values-driven […]

Filed Under: -Impact Investing Tagged With: RSF, Sponsor

A “Farmer First” Approach to Land Access

February 8, 2017 By IWV Sponsor

Think “local food,” and your mind’s eye produces various images of farmers in vast fields harvesting strawberries as the sun rises. Or you visualize a weekend farmers market offering colorful arrays of fruits and vegetables. These images strike at the idea of a food movement that has grown more diversified and equitable. But barriers persist, […]

Filed Under: -Impact Investing, Beyond Investing Tagged With: RSF, Sponsor

Harvesting Capital for Maine’s Food Economy

January 27, 2017 By IWV Sponsor

By John Meyers With eight thousand plus farms in Maine, New England’s northernmost state is also its most agricultural. Since 2007, agricultural sales in the Pine Tree State have grown an astonishing 24 percent. But before you celebrate, consider this: financing small farms and food businesses in Maine remains restrictive. Commercial financial institutions continue to […]

Filed Under: -Community Investing, -Local Banking Tagged With: RSF, Sponsor

2017 Rate Increase Announcement

January 25, 2017 By IWV Sponsor

On January 1, 2017, RSF Social Finance increased its “RSF Prime” base interest rate for borrowers to 5.00%. Other participants in the Social Investment Fund (SIF) are affected as follows: the investor rate is now 0.75%, up from 0.50%, and the RSF revenue share will remain at 4.25%. The decision to raise rates is a […]

Filed Under: -Impact Investing Tagged With: RSF, Sponsor

Defend the Sacred: RSF Winter 2017 Newsletter

January 11, 2017 By IWV Sponsor

In this latest RSF Quarterly, we listen deeply to members of our community as they recount stories of struggle and newfound strength. This issue’s Clients in Conversation is international and features Native people’s voices from as far north as Alaska, down to the South African region of Pondoland. Despite being halfway across the world from one […]

Filed Under: Beyond Investing Tagged With: RSF, Sponsor

Reflections on Ten Amazing Years

January 3, 2017 By IWV Sponsor

Dear Friends, For the last ten years, I have had the honor of serving as RSF’s president and CEO. On the eve of my departure, I reflect on what we have accomplished as a community of staff, board, clients, partners—and what makes RSF so special and unique. I love RSF. It’s a rare bird; one that you […]

Filed Under: -Impact Investing Tagged With: RSF, Sponsor

RSF’s Work: An Inside Look at Our Integrated Capital Approach

November 9, 2016 By IWV Sponsor

[embedded content] To build a thriving social enterprise sector, we need to rethink the purpose of capital and take a holistic approach to funding social entrepreneurs. This is a model RSF calls integrated capital: the coordinated use of different forms of financial capital and non-financial resources to support an enterprise that’s working to solve complex […]

Filed Under: -Impact Investing Tagged With: RSF, Sponsor

RSF Prime: Creating Community Through Setting Interest Rates

October 17, 2016 By IWV Sponsor

Does your bank invite you to discuss and provide feedback on interest rates? Learn why RSF does so with its community every quarter. In 2009, RSF began hosting community pricing gatherings for representatives of the RSF Social Investment Fund – investors, borrowers, and RSF staff. We’ve now hosted nearly 30 gatherings and have made many discoveries along […]

Filed Under: -Community Investing, -Impact Investing, -Local Banking Tagged With: RSF, Sponsor

A Change for the Better: RSF Fall 2016 Quarterly

October 11, 2016 By IWV Sponsor

In this latest RSF Quarterly, we introduce RSF Social Finance’s new branding—a change to our look and language that provides us with greater capacity to celebrate our clients and to better tell the story of our integrated capital approach. One story in this newsletter that excellently conveys this evolving approach profiles San Francisco-based Veritable Vegetable, […]

Filed Under: -Impact Investing Tagged With: RSF, Sponsor

Redefining Return

September 7, 2016 By IWV Sponsor

By Kelley Buhles In the foundation world of charitable fund management, there are two avenues for deployment of funds: a) a charitable gift or loan or b) a “prudent” investment, generally considered to be a “market rate” investment. Recent guidance from the IRS indicates that an investment that is aligned with the mission of the […]

Filed Under: -Impact Investing Tagged With: RSF, Sponsor

New Book: Inhabiting Interdependence

August 25, 2016 By IWV Sponsor

RSF Social Finance’s Vice President of Organizational Culture, John Bloom, published a new book this week titled Inhabiting Interdependence: Being in the Next Economy. In this collection of insightful essays, John explores approaches to transforming conventional habits of mind and practice that have led to an imbalance in our economic life. Acknowledging that money permeates […]

Filed Under: Beyond Investing Tagged With: RSF, Sponsor

RSF Summer Quarterly & 2015 Annual Report

July 13, 2016 By IWV Sponsor

In the latest RSF Quarterly, we focus on the connecting power of nature. The social enterprises showcased in this issue catalyze environmental conservation by bringing together people who are passionate about preserving landscapes or preventing resource waste. Starting on page 3, Elliot Hoffman, CEO of REV and founder of Just Desserts, describes how REV Circles™ […]

Filed Under: -Community Investing, -Impact Investing Tagged With: RSF, Sponsor

Free-Range Money: Bitcoin, Blockchains, and the End of Banks

June 29, 2016 By IWV Sponsor

By Tim Parsa, Managing Director, Uphold Mexico and Head of Global Strategy & Markets Cattle ought to be raised grazing in pasture, not confined to dirty feedlots and gorged on government-subsidized corn. That’s not a controversial statement for anyone familiar with the health, ecological, or taste benefits of grass-fed beef. Here’s an even less controversial […]

Filed Under: -Impact Investing, -Local Banking Tagged With: RSF, Sponsor

Clients in Conversation: Marian Moore and Lorene Arey Play BIG

May 31, 2016 By IWV Sponsor

Originally published in the RSF Spring Quarterly Fresh off the heels of 2016’s Play BIG, co-founder Marian Moore and attendee Lorene Arey talk takeaways from the four-day event. At Play BIG, participants—all with significant discretionary wealth—are challenged to reimagine their money in the context of the broader vision and mission of their work and their […]

Filed Under: -Impact Investing, Beyond Investing Tagged With: RSF, Sponsor

True Peer-to-Peer Lending

May 25, 2016 By IWV Sponsor

By Johnny Price, Senior Director, Kiva Zip In the conventional finance model, a central institution, such as Bank of America, provides capital and decides which borrowers qualify for loans. In the peer-to-peer model, individual people brought together by the power of the Internet, in an aggregate known as “the crowd,” provide the capital and make […]

Filed Under: -Impact Investing Tagged With: RSF, Sponsor

  • 1
  • 2
  • Next Page »

News Search

Sponsors

Talgra RSF RSF Social Finance logo Trillium MicroVest MicroVest LOCUS LOCUS Impact Investing CFC capital for change

Events

All News by Category

Take the Survey

Why do you care about money and investing?
  • Home
  • Directory
  • News Center
  • Sponsors & Partners
  • About
  • Connect
  • Google Plus
  • Facebook
  • Twitter
  • Linkedin

Copyright © 2023 • Invest with Values • All Rights Reserved • 914-230-0741 · info(at)talgra.com
Created and Managed by Brian Kaminer of Talgra LLC

Disclaimer: The information shared through investwithvalues.com has been provided by Talgra, LLC (“Talgra”). No representation or warranty, expressed or implied is made by Talgra, the sponsors, partners or contributors as to the accuracy or completeness of the information contained herein. The website is for educational and informational purposes only and is subject to change. This does not constitute an offer or a solicitation to purchase or sell any security, and nothing herein should be construed as such. The opinions represented in this directory are those of Talgra and should be considered in conjunction with advice from a professional advisor in the context of your particular investment situation. The specific investments included in this website are examples of investments that can be made in each of the different investment categories and are not recommendations to purchase any individual security or investment vehicle.