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Activate your money to support systems change

At RSF, we are committed to challenging the assumptions of traditional philanthropy. Open a Donor Advised Fund (DAF) with a minimum gift of $5,000 and join a community of doers and thinkers dedicated to advancing systemic change. You can be sure that while your money is with RSF it is being invested for deep impact.

How we work

RSF is committed to being fully accessible and working with our clients to support their grantmaking. We believe that gift money has a catalytic role to play in seeding new ideas and taking risks. We practice trust-based philanthropy and have deep knowledge and experience with participatory grantmaking processes, including Shared Gifting and Flow Funding.

We have proudly taken the Hate is Not Charitable pledge alongside many of our colleagues.

Set up your fund

Complete your online application

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Fund highlights
Community

Opening an RSF Donor Advised Fund puts you at the heart of a dynamic community of thinkers and doers dedicated to advancing systemic change, including climate change and social justice solutions.

When opening a Donor Advised Fund at RSF, you are joining a vibrant, learning community. RSF can facilitate connections to like-minded donors as well as experts in your fields of interest.

Investments

Our DAF investments are placed in funds, community banks, and companies that are mission-driven and focused on climate change solutions and social justice. Rather than seek market-rate returns as an exclusive goal, we make appropriate risk and return trade-offs to optimize for impact-first.

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Innovation

An RSF DAF gives you a place to explore and experiment with new giving models that challenge philanthropy’s status quo. We encourage our clients to flow funds where they are needed most and experiment with participatory grantmaking.

Personalization

We can create a customized fund structure to support your giving, and work with you to develop a customized plan for your giving.

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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

"When we connected with RSF about the options for corporate giving, we decided to open a Donor Advised Fund (DAF) to streamline our granting activities and explore opportunities for more collaborative giving. Most of our DAF money comes from our annual proceeds, but also our community. Customers would often ask if they could donate money to us, but we have turned them down in the past, because of our for-profit status. With our RSF DAF, we can now welcome these contributions that help support our broader mission of advancing the resilience and vitality of the cooperatives and communities with whom we work."

Equal Exchange 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

"When we connected with RSF about the options for corporate giving, we decided to open a Donor Advised Fund (DAF) to streamline our granting activities and explore opportunities for more collaborative giving. Most of our DAF money comes from our annual proceeds, but also our community. Customers would often ask if they could donate money to us, but we have turned them down in the past, because of our for-profit status. With our RSF DAF, we can now welcome these contributions that help support our broader mission of advancing the resilience and vitality of the cooperatives and communities with whom we work."

Equal Exchange Donor
Download more information
  • DAF Overview
  • DAF Program Guide
  • Grant Recommendation Form
  • DAF Application
  • RSF Giving Guide
Fund details
  • Account information

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

  • Asset contributions

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

  • RSF's investment portfolio: putting your funds to work

    Most DAF assets are held in our mission-aligned investment portfolio, which seeks safe and liquid cash opportunities that achieve deep impact. Investments are placed in funds, community banks, and companies that are mission-driven and focused on climate change solutions and social justice.  Click here for more details.

  • Eligible grantees

    From your donor advised fund at RSF, you can recommend grants to 501c3 organizations and equivalents such as public schools, most churches, and all federally recognized Native American tribal and local governments. RSF can also make grants for charitable work to organizations that are located and operating outside of U.S. borders. The minimum amount for an international grant is $5,000. Please note that there are additional transaction fees associated with international grants.  We have proudly taken the Hate is Not Charitable pledge alongside many of our colleagues.

  • Philanthropic advising capabilities

    RSF encourages and empowers donors to leverage the catalytic role of gift capital. RSF is committed to being fully accessible and available to our clients to help support their grantmaking.

    RSF can help clients:

    • Create a giving thesis and develop a customized giving plan
    • Research an interest area and explore how to increase their impact
    • Experiment with participatory grantmaking
    • Create a customized fund structure to support giving
    • Develop a family philanthropy plan
    • Support restorative and reparative giving
  • Recommend a grant

    You can recommend grants online through RSF’s client portal, by mail or email. Direct your email recommendation to grantrec@rsfsocialfinance.org, and a team member will respond to you shortly.

Other Questions?

Contact Donna Daniels

Director, Client Engagement
donna.daniels@rsfsocialfinance.org
415.561.7988