Together We RISE: Rewarding Investments through Smart Education

Hello RISE Impact Enthusiasts,

Thank You!

A heartfelt thank you to the 8,750 of you who are part of this newsletter community! Your continued support and engagement mean the world to me.

I had the honor of speaking at the Family Office List Masterclass, where I shared insights on how to build a diverse impact portfolio. If you missed it, you can watch the webinar here .

Additionally, I attended an ImpactAlpha webinar titled "Navigating the New Legal Landscape for Impact Investing ," which provided valuable insights into the shifting policy environment and its implications for impact investors.

Exciting News!

Next week, we're launching our new community platform where you'll have access to an ecosystem of impact investment opportunities, along with the education needed to analyze them effectively.

As always, let's share this valuable knowledge of values aligned investing with our loved ones, including our children (it's never too early to start!), friends, and broader community. With that said, let's explore this week’s impactful opportunity.

TEACHING IMPACT INVESTING

Family Impact Investment Discussions

The Benefits and Practicalities of Impact Lending

Passive Income: The main financial benefit of impact lending is the passive income from interest payments on loans. Borrowers repay the principal plus interest, providing a steady income stream for the lender throughout the loan term. If you seek passive income & impact here is an example.

Practical Example:

Investment Portfolio: You decide to allocate $100,000 to impact lending, distributing it as follows:

• $25,000 in microfinance loans to women entrepreneurs in developing countries.
• $25,000 in loans to a CDFI supporting small businesses in low-income communities.
• $25,000 in green loans for renewable energy projects.
• $25,000 in social impact bonds funding education programs.

Expected Outcomes:

• Microfinance loans empower women to start and grow businesses, reducing poverty and promoting gender equality.
• CDFI loans help small businesses thrive, boosting local economies and creating jobs.
• Green loans support renewable energy projects, contributing to environmental sustainability.
• Social impact bonds improve educational outcomes, leading to long-term societal benefits.

Why This Approach Works

1. Aligning with Values: Impact lending allows you to support causes you believe in, making a positive difference while earning returns.
2. Managing Risk: Diversifying your loans across various sectors and projects helps manage risk and ensures a balanced approach.
3. Positive Impact: Even if some loans don't achieve their financial targets, the social and environmental benefits can be invaluable, creating a legacy of positive change.

Getting Started If you're ready to explore impact lending, start by defining your values and researching opportunities that align with your goals. Partnering with experts and diversifying your portfolio can help you navigate this rewarding investment strategy. Remember, impact lending is about more than just financial returns—it's about making a meaningful difference in the world.

Next week we will share a practical example… of how this works tactically…

.*Please, it is never too early to share these differentiations with others so we are all educated together allowing us all to have an investor mindset. If you need lists or access to any of the above reply back and we will support with our database.

JOIN THE R.I.S.E. THE MOVEMENT COMMUNITY!

Book a call with us today! When you sign up to become a member of R.I.S.E. The Movement, you gain access to dozens of educational tools including courses, blogs, live and virtual events, insights from expert investors, and a community of women investors just like you ready to support and encourage you along your investment journey!

Join the RISE The Movement Impact Circle

At R.I.S.E (Rewarding Investments Smart Education) we are committed to educating and providing community for women investors at every stage of their impact investment journey. We believe the key to success lies in education, informed decision-making, and using investments to make an impact.