Give actively,
gain a community

RSF Social Finance’s Donor Advised Funds are a simple way to partner with us for your giving. Starting at $5,000, you can join an active community of donors, partners and staff who share your values and are working to revolutionize the way we relate to money.

Why a Donor Advised Fund at RSF?
Partnership Partnership

Our clients see giving as part of their identity and place in the world, and are looking for a partner who gets it.

Invest for Impact Invest for Impact

We invest your dollars to work in a mission-aligned portfolio that maximize positive social and ecological change.

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Simpler Giving Simpler Giving

Now you can give, stay up-to-date on your funds, and recommend grants—all in one place. You also get the full tax benefit of your gift.

Heal the Economy Heal the Economy

The support costs from your fund assist us in pioneering work like our integrated capital approach, Shared Gifting, and Money & Biography conversations.

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Set up your fund

For additional information or to set up a RSF Donor Advised Fund, download our program guide.

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Testimonials

"I chose to create a Donor Advised Fund at RSF as one way to direct some of my inheritance from my mother, who shared many of RSF’s values. I want to be a part of and support an organization that so genuinely holds the question of how we can work with money in a way that serves the common good, rather than one that tears us and this beautiful planet apart."

Jennifer Ladd Donor

"What really stood out to me about RSF’s work is its commitment to direct, transparent relationships in financial transactions. RSF connects people to the true value of what our resources can do in the world and puts a face and a name on where we put our money."

Ariel Nessel Donor

“We moved our own family’s Donor Advised Fund from a traditional financial organization to support RSF and to make sure our charitable dollars were invested in the community while they waited for us to give them away.”

Julie Johnson McVeigh Donor
Testimonials

"I chose to create a Donor Advised Fund at RSF as one way to direct some of my inheritance from my mother, who shared many of RSF’s values. I want to be a part of and support an organization that so genuinely holds the question of how we can work with money in a way that serves the common good, rather than one that tears us and this beautiful planet apart."

Jennifer Ladd Donor

"What really stood out to me about RSF’s work is its commitment to direct, transparent relationships in financial transactions. RSF connects people to the true value of what our resources can do in the world and puts a face and a name on where we put our money."

Ariel Nessel Donor

“We moved our own family’s Donor Advised Fund from a traditional financial organization to support RSF and to make sure our charitable dollars were invested in the community while they waited for us to give them away.”

Julie Johnson McVeigh Donor
Download more information
  • DAF Overview
  • Program Guide
  • Grant Recommendation Form
Frequently Asked Questions
  • How much do I need to open a Donor Advised Fund account?

    There is a $5,000 minimum to open a Donor Advised Fund with RSF.

  • What types of expenses are charged to my Donor Advised Fund account?

    There are two expenses associated with an RSF Donor Advised Fund: a Community Contribution, which supports both the administration of the funds and RSF’s mission-driven work; and an Investment Fee, which pays for the management of the mission-aligned investment portfolio in which your DAF is invested in while waiting to be granted.

    The Community Contribution schedule is currently:

    • 1.25% annualized on the first $1 million of the Funds,
    • 1.00% annualized on the next $2 million of the Funds (up to $3 million), and
    • 0.75% annualized of the Funds over $3 million.

    The Investment Fee is currently 0.6% annualized.

  • What types of assets can I contribute to my Donor Advised Fund?

    RSF can accept cash gifts by wire, check, or credit card, as well as public equities. We can also accept bequests, retirement plans, and legacy gifts. On a case by case basis, we may also be able to receive closely held securities, trusts, real estate, retirement plans, or other assets; please contact us for more information. RSF is not able to accept donations of motor vehicles.

  • What happens to my contribution after it is accepted by RSF?

    Most DAF assets are held in our mission-aligned investment portfolio, which seeks safe and liquid cash opportunities that achieve deep impact. This portfolio is made up primarily of catalytic investments in leading community development and environmental banks and companies. Click here for more details. You can also choose to invest your DAF in our Food Systems Fund, which supports social enterprises building local organic food systems.

  • Can I recommend grants to non-profits not based in the U.S.?

    Yes. RSF can make grants to organizations doing charitable work in foreign countries. The minimum recommendation amount for a foreign grant is $5,000. Please note that there are additional transaction fees associated with foreign grants.

Other Questions?

Contact Alex Haber

Program Manager, Philanthropic Services
alex.haber@rsfsocialfinance.org
415.561.6188