Financial activists leveraging capital as a tool for positive change

The fellowship is the first program for financial practitioners who want to focus on integrated capital.

Integrated Capital is the coordinated use of diverse forms of financial and non-financial capital to support enterprises and strategies that address complex social and environmental problems. To move capital in this multi-disciplinary manner, conscious investors need professional, values-aligned practitioners equipped with strong skills, tools, and strategies to implement their vision and goals.

The RSF Integrated Capital Fellowship is a nine-month program centered around three in-person training intensives, access to one-on-one expert advisors, peer coaching, case studies, webinars, and independent study.

About the Fellowship

RSF’s Integrated Capital Fellowship prepares existing and aspiring practitioners to activate the positive potential of capital. Fellows learn alongside a group of experts in the field to partner with principals to help move capital with an integrated and strategic approach to effect an articulated social mission. They learn how to plan and implement effective integrated capital strategies and transactions.

Fellows also gain an essential understanding of the mindset and culture needed to support the fundamental re-thinking of the purpose of wealth.

The curriculum focuses on long-term systemic change and covers the individual and collective work needed to transform our outdated economy, moving it from extraction to regeneration. Fellows explore their relationship with money, reach a deeper understanding of wealth psychology, and gain expertise in whole portfolio activation to mission.

Curating Faculty & Facilitator Team
Akaya Windwood
Joel Solomon
Marian Moore
One-on-One Advisors
2017-2018 Fellows
  • Curriculum

    Intensive 1: Courageous Perspectives

    • Current Financial Paradigm and Wealth Concentration
    • Personal Relationship to Money
    • Wealth Psychology
    • Integrated Capital and Moving Money
    • Relationships and Partnerships

    Intensive 2: Unleashing Change

    • Social Change Strategy
    • Race, Class, Privilege
    • Whole Portfolio Activation
    • Integrated Capital Deployment
    • Building Teams & Networks

    Intensive 3: Activation & Impact

    • Articulating Your Vision
    • Financial Relationships
    • Working with Social Entrepreneurs
    • Radical Authenticity
    • Peer Learning
  • Why RSF?

    RSF Social Finance works to transform the way the world works with money. We experiment, learn, adapt, and push into new frontiers of what it means to serve the highest intentions of the human spirit through financial relationships.

    Our team has a long-term commitment to:

    • educate, support and inspire the next generation of integrated capital practitioners; and
    • catalyze the flow of money to support healthy, regenerative economies in all communities.
  • Why now?

    Conscious investors and donors are hungry for a new way to engage with their money. Realizing there is such a thing as having “more than enough,” wealth holders are following their inner calling for justice and charting a new path aimed at creating long-term resilience for all.

    We’ve seen this vision manifest as thousands of highly motivated people are activating the majority of their assets towards lasting well-being for society and the environment. They want their money to correct the injustices of the past, which have built extraordinary privilege for the few and severely compromised the natural world.

    Unfortunately, this is no easy feat. Conventional wealth management is designed to drive money towards one primary goal: multiplying itself. This system leaves wealth holders feeling isolated and seeking answers to the questions:

    How much is enough?

    Where is my money invested?

    What damage is being done by my money?

    What is my responsibility?

    How can my money help?

    A new clarity is emerging, one that recognizes that the stewardship of great sums 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 as a powerful tool to improve the world. We’ve seen visionary wealth holders pioneer better models inspired by this conviction. These models need to be shared and adopted. When they are, we will see hundreds of billions of dollars shift to regenerative uses.

  • Application Process

    The application process for 2018/2019 will open in early 2018. Please check back for more information.


    The work of integrated capital activation requires creative, intelligent, and passionate leaders called to move beyond “impact investing” and leverage capital as a powerful tool for long-term change. Prospective Fellows will possess self-knowledge as well as the skills to navigate power, conflict, and possibility. We aim to support those who may take on a holistic role with an investor, philanthropist, foundation, or integrated capital organization.

    Candidates will demonstrate:

    • A deep desire to effect positive change (“financial activist” impulse).
    • Experience in finance (direct investing, lending, or giving/philanthropy).
    • A strong desire to learn and evolve (personally/internally and professionally/collectively).
    • The ability to influence the flow of capital and support regenerative systems.
    • A commitment to be present and engaged at all program intensives.

Contact Deb Nelson

Vice President, Client and Community Engagement