Seeking leaders called to leverage capital as a tool for positive change

October 2017 to June 2018

This year’s application period is closed.

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.

What Fellows Will Gain

RSF’s Integrated Capital Fellowship will prepare existing and aspiring practitioners to activate the positive potential of capital. Fellows will 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’ll learn how to structure complex financial transactions and implement effective integrated capital strategies.

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curriculum focuses on long-term systemic change and covers the individual and collective work needed to transform our outdated economy, moving it from extraction to regeneration.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

Joining an active community of doers and thinkers, Fellows become part of an influential and innovative network of change-makers.

Curating Faculty & Facilitator Team
Marian Moore
Joel Solomon
Akaya Windwood
One-on-One Advisors
Dawn McGee
Birju Pandya
Esther Park
Sherri Pittman
Pam Chaloult
John Bloom
Susie Lee
Kristin Hull
Leslie Christian
Georgette Wong
Dana Bezerra
  • Qualifications

    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.
  • 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.

  • Where, When and How Much?

    Intensive 1:
    Essex Woods Retreat Center (Essex, Massachusetts)
    October 1 – 4, 2017

    Intensive 2:
    Paicines Ranch (Paicines, California)
    February 25 – March 1, 2018

    Intensive 3:
    Hollyhock Centre (Cortes Island, British Columbia)
    June 10 – 14, 2018

    Online classes & webinars: Six to 10 will be offered between the intensives, dates TBD.

    Cost: Sliding scale, from $10,000 to $25,000. It covers tuition, faculty, materials, webinars, resources, and on-site lodging and meals. (Our decision to use a sliding scale fee structure is linked to the purpose of the Fellowship: to catalyze the flow of money to support healthy, regenerative economies in all communities.)

  • 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

    Online classes & webinars

    • TBD
  • Application Process

    Click here to begin the application.


Contact Deb Nelson

Vice President, Client and Community Engagement