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Mission-aligned investment portfolio

RSF recognizes 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 for our DAF investments 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 Donor Advised Funds in the Liquidity Portfolio. The portfolio focuses on creating long-term relationships with institutions that offer unique opportunities for positive impact in their communities by supporting economic development projects, affordable housing, and environmental initiatives. This portfolio offers donors an opportunity to preserve principal and maintain liquidity for grantmaking while supporting leading mission-driven institutions.

RSF offers opportunities for customizing investments. Please contact us for more information.

Impact

We measure investments on three impact dimensions:

1. Community engagement

RSF prioritizes partners who demonstrate rigorous engagement with the community they seek to benefit.

2. Outcomes orientation

RSF prioritizes partners who demonstrate a consistent focus on impact results and performance, ideally through structured measurement of long-term outcomes that have been determined by the communities directly affected.

3. Change agent & replicability

RSF prioritizes partners who are changing pre-existing systems that negatively affect vulnerable populations and communities.

Read Investing DAF Assets for Impact for more information about our approach.

Investment Highlight: MCE Social Capital

MCE Social Capital, a nonprofit that provides capital to microfinance institutions  and small and growing businesses in developing countries, has developed an innovative loan guarantee program that allows it to stretch lending dollars further. Since its founding in 2006, MCE has made 277 loans in more than 45 countries in Latin America, sub-Saharan Africa, Asia, Eastern Europe, and the Caucasus.

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Investment Highlight: Native American Bank

In 2001, twenty Tribal nations and Alaska Native Corporations set out with a dream to create a national bank to serve all Native people, communities, governments, and enterprises across the country and established Native American Bank (NAB). Now NAB is the only national American Indian owned community development bank in the country.

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Investment Highlight: Root Capital

Root Capital is a pioneering social lender that provides capital and capacity building to small agricultural enterprises in Africa, Asia, and Latin America—95% in environmental hot spots. The nonprofit specializes in loans of $150,000 to $2 million for organizations that buy from smallholder farmers.

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