Membership Terms and Conditions
Thank you for your interest in becoming a member of the US Sustainable Investment Forum. By pursuing a membership with US SIF, you acknowledge and agree to the terms and conditions outlined in this document. As a member, you certify that the information provided—regarding yourself, any individual contacts, and your organization—is true and accurate to the best of your knowledge, including but not limited to personal, organizational, and, where applicable, financial information.
The word ‘membership’ is used solely to refer to an individual or organization’s general support for US SIF. It does not, either explicitly or implicitly, indicate support for our projects, statements, collaborations, engagements, or other work.
To participate in any of US SIF’s specific engagements or public statements, members must express their desire and intention to do so, separately from the membership application. Members will be notified of opportunities to engage in initiatives throughout the year via bespoke communications from US SIF.
Please review the US SIF Privacy Policy to understand how US SIF collect, use, access, and store your information, as well as the purpose behind this practice: https://www.ussif.org/privacypolicy.
Dues and Invoicing
US SIF membership is renewed on an annual basis and officially begins on the last day of the final month of the current quarter. Upon each renewal date, you must, to the best of your ability, verify and confirm the dues owed based on the relevant category for your organization (AUM, total assets, or employee count) by ensuring the information on the invoice provided is correct.
Invoices may be modified to reflect changes in staff size, AUM, or total assets upon review during the renewal period or when generating the invoice. These changes will be based on and cited by evidence, including but not limited to government filings, information from the member’s website, secondary sources (online or in print), and/or other relevant materials. US SIF will notify firms of any changes to their dues from the previous year and will maintain documentation supporting these adjustments. Payment of the invoice will constitute acceptance of the updated dues amount. Members are responsible for providing documentation to challenge any changes to their dues. Dues may be refunded at US SIF’s discretion, for any reason, at any time.
Membership Software and Third Party Applications
Members acknowledge and agree that certain aspects of membership, including payments and communications, may involve the use of third-party websites and applications. These third-party platforms have their own terms and conditions, which are not covered by these terms. US SIF’s terms and conditions are not intended to, and do not, cover or supersede the terms and conditions of those third-party applications.
US SIF members may interact with one or more of the following third-party platforms for membership purposes:
Salesforce
Stripe
Naylor AMS
Mailchimp
Microsoft Office Outlook
Google Listserv
Cvent
Members understand and acknowledge that US SIF has no control over the terms or conditions of these third parties, nor over any data collection they conduct beyond standard practices.
Membership Software and Third Party Applications Continued
By accessing information, content, or data available only through a username or password on the US SIF website, or via third-party services contracted by the company, including but not limited to Salesforce, Naylor AMS, MailChimp, Google Listserv, or Microsoft Office products, you agree to treat this information as confidential. You will not distribute, copy, disclose, duplicate, or otherwise share this information without express permission from US SIF.
Further Conditions
As a US SIF member, your organization acknowledges and commits to the following conditions:
Individual user access credentials are confidential and must not be shared with anyone other than the primary account holder. The primary user registered for the account is the sole authorized user and is responsible for all privileges and access associated with that account.
US SIF must be notified by email (info@ussif.org) or in writing at the provided address of any changes in the primary control of the US SIF membership account. This includes internal role changes, the departure of an individual from the membership firm, or any other changes in the control of the primary account.
US SIF must be notified by email (info@ussif.org) or in writing at the provided address of any changes to the billing contact information.
US SIF research and data is solely for use by individuals with login access and must not be shared externally. Members must commit to protecting the individual and organizational data of fellow members.
Members must maintain an attitude of respect in any public forums organized by US SIF or its members.
As a US SIF member, your organization is encouraged to:
Join an onboarding call with the US SIF team to discuss how we can best partner with and support your organization.
Provide US SIF with a high-resolution version of your company’s logo, which will be displayed on our website solely to identify your firm as a member of US SIF. This does not imply support of, or participation in, any collaborative activities unless explicitly authorized by you. Further use of your company’s name or logo is strictly prohibited without consent.
Participate in US SIF surveys when requested. These surveys will be used for internal purposes only, and the data provided within the surveys will be protected.
Raise awareness of US SIF initiatives within the wider sustainable investing community when possible.
Code of Conduct
Members must agree to conduct themselves professionally and respectfully when participating in US SIF activities, including online interactions with fellow members and at in-person events. US SIF reserves the right to suspend or terminate the membership of any individual or organization that violates this code of conduct.
Cancellation Policy
Members may cancel their membership with US SIF by providing written notice at least 30 days before the renewal date. Refunds for membership fees will not be provided for cancellations
Termination of Membership
US SIF reserves the right to revoke member benefits and access at any time for violations of the code of conduct. Additionally, member benefits and access will be suspended if payment is not received by the end of the identified grace period.
Grace periods extend for 60 days after the payment due date.
If payments need to be deferred past the grace period for any reason, the primary, or other authorized representative for the member organization/individual, must provide written notice detailing the need for an extended grace period.
Approval is contingent upon confirmation and explicit approval by US SIF.
About US SIF
US SIF: The Sustainable Investment Forum is the preeminent voice advancing sustainable investing. Members, who represent $5 trillion in assets under management or advisement, support US SIF’s mission to rapidly shift investment practices toward sustainability, focusing on long-term investment, the generation of positive social and environmental impacts and supporting the shift toward a more resilient and equitable planet and society. https://www.ussif.org
US SIF is supported in its work by the US SIF Foundation, a 501(C)(3) organization that undertakes educational and research activities to advance the mission of US SIF, including offering trainings for advisors and other financial professionals on the Fundamentals of Sustainable and Impact Investment.