Mission-aligned investment portfolio
All of the Donor Advised Fund investment options are aligned with the primary goal to reflect the philanthropic ideals of our donors in a 100% impact portfolio.
RSF believes that gift money has a specific and important role to play in economic life, seeding new ideas, building community, and taking risks. We do not seek market-rate returns as a primary goal. We believe that the flexible nature of gift money – its ability to create innovation and build trust without the pressure of maximizing returns as a primary driver – is one of its most important features.
RSF invests the majority of our Donor Advised Funds in our Liquidity Portfolio, which seeks safe and liquid cash opportunities that achieve deep impact. This portfolio is comprised primarily of investments in leading community development and environmental banks and financial institutions. A small portion of the Portfolio (less than 15%) is invested in high-impact funds with investment periods of 3+ years. Overall, the Liquidity Portfolio focuses on creating long-term relationships with institutions that offer unique opportunities for social and environmental impact in their communities by supporting economic development projects, affordable housing, and environmental initiatives. This portfolio offers donor advisors an opportunity to preserve principal and maintain liquidity for grantmaking while supporting leading mission-driven institutions.
Beneficial State Bank
Blue Orchard Microfinance Fund
Generation Investment Management
MCE Social Capital
Native American Bank
RSF Social Investment Fund
Self-Help Credit Union