RSF Social Investment Fund is an innovative social finance organization that lends capital to enterprises who provide mission-aligned services and resources to generate positive impact. RSF Social Investment Fund envisions a world where all people have the power to use their money to regenerate people, communities and the planet. It will use capital raised in the Investment Note offering primarily to make loans to mission-aligned enterprises.
Vice President of Impact Investing and Philanthropy Kathleen Paylor shared: “The capital we raise through our Investment Note offering is critical to our ability to execute our mission: mobilizing money toward positive change that makes a lasting impact. Our team at Warner are invaluable partners as we seek to expand access to financing for organizations that positively impact people, communities and the planet. They consistently deliver practical, solutions-oriented advice and leverage their technical expertise to help us raise capital while remaining compliant with complex state and federal laws. We are grateful for the support of our Warner team in advancing our mission.”
Warner Norcross + Judd LLP represented RSF Social Investment Fund in its offering of $200 million in aggregate principal amount of outstanding Investment Notes a multi-state securities offering for the 2024-2025 offering period. This offering was made pursuant to federal exemptions from securities registration available for charitable organizations and pursuant to registration or exemption of the securities in each of the applicable states. The 2024-2025 offering of Social Investment Notes commenced on June 23, 2024 and terminated on June 22, 2025.
The Warner transactional team was led by Corinne Curtis and included John Muhs, Christian Rhoades, Dana Dawe, Alex Rey and Sherri Van Eck.
Warner’s Impact Investing Practice Group
As one of the largest and most successful Impact Investing practice groups in the country, we have developed unparalleled expertise for more than thirty years, representing nonprofit organizations in securities offerings that range from limited private placements to international public offerings of debt securities. Our impact investment team consists of attorneys, experienced paralegals and seasoned compliance specialists who advise nonprofit clients as to federal and state securities registration and exemption requirements, underwriting arrangements, placement agent engagements, broker-dealer and agent registration issues and marketing and advertising impact investment offerings in compliance with state and federal securities laws. We take pride in helping our clients fully utilize the unique securities laws exemptions available for charitable organizations while complying with the complex securities law requirements in all fifty states, Washington D.C. and the U.S. territories. We know that, with our help, our clients are well positioned to raise the capital they seek to serve the greater good.
