Impact Investing Portfolio

RSF offers donor advisors the unique ability to invest charitable dollars to further their philanthropic goals. The Liquidity Portfolio invests directly in enterprises and funds with core social and environmental objectives to ensure greater mission-alignment and the deepest impact possible.

The mission-driven strategy behind the Liquidity Portfolio works in concert with the charitable intentions for establishing an RSF Donor Advised Fund. Unlike other Donor Advised Fund investment programs, RSF invests directly in enterprises and funds with core social and environmental missions to ensure greater mission-alignment and the deepest impact possible.

Liquidity Portfolio

Designed for active grant making, this portfolio includes a mix of cash and liquid, fixed-income funds, and is comprised primarily of deposits with leading community development and environmental banks, and bond offerings that support economic development projects, affordable housing, and environmental initiatives. Current investments include deposits with Southern Bancorp, Self Help Credit Union and Latino Community Credit Union. Target returns are commensurate with money market accounts and bank CDs.

Download for more information:

Liquidity Portfolio Summary 2013


Learn More

For more information about impact investing with your Donor Advised Fund, please contact Taryn Goodman at 415.561.6195 or taryn.goodman@rsfsocialfinance.org.

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