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Activate your money for
maximum impact

Open a Donor Advised Fund with a minimum gift of $5,000 and you can be sure that your money is being invested for maximum impact. When you’re ready to recommend grants, you can easily direct funds via our online client portal.

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Why Open a Donor Advised Fund at RSF?
Community 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.

Impact Impact

RSF’s Donor Advised Fund investments are placed in mission-driven funds, community banks, and companies.

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Innovation Innovation

An RSF DAF gives you a place to explore and experiment with new giving models that challenge philanthropy’s status quo.

Comprehensive Comprehensive

You can make grants locally and globally through your RSF DAF, and we’ll connect you with like-minded collaborators to focus your giving.

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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

"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
  • International Grantmaking Guidelines
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.

  • Who can I recommend grants to?

    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.

Other Questions?

Contact Alex Haber

Philanthropic Advisor
alex.haber@rsfsocialfinance.org
415.561.6188