Financial activists leveraging capital as a tool for positive change

The fellowship is the first program for financial practitioners who want to focus on integrated capital.

Integrated Capital is the coordinated use of diverse forms of financial and human capital to support enterprises and strategies that address complex social and environmental problems. To move capital in this multi-disciplinary manner, conscious investors need professional, values-aligned practitioners equipped with strong skills, tools, and strategies to implement their vision and goals.

The RSF Integrated Capital Institute is a nine-month program centered around three in-person training intensives, access to one-on-one expert advisors, peer coaching, case studies, webinars, and independent study.

What Fellows Will Gain

RSF’s Integrated Capital Institute prepares existing and aspiring practitioners to activate the positive potential of capital. Fellows learn alongside a group of experts in the field who are leveraging capital with an integrated and strategic approach to effect an articulated social mission. They also learn how to use effective integrated capital strategies and gain an essential understanding of the mindset and culture needed to support the fundamental re-thinking of the purpose of wealth.

The curriculum is grounded in the understanding that we live in an outdated economic system with damaging side effects. Fellows explore their relationship with money, reach a deeper understanding of wealth psychology, and gain expertise in whole portfolio activation. Joining an active community of doers and thinkers, fellows become part of an influential and innovative network of financial activists.

Curating Faculty & Facilitator Team
One-on-One Advisors
2019-2020 Fellows
Additional Information
  • Overview & Cost

    Intensive 1: Monday, November 18 through Friday, November 22, 2019

    Paicines Ranch, Paicines, CA

    • Moving from an Extractive to a Regenerative Economy
    • Wealth Psychology
    • Integrated Capital Approach

    Intensive 2: Monday, March 9 through Friday, March 13, 2020

    Chaminade Resort & Spa, Santa Cruz, CA

    • Integrated Capital Strategies
    • Social Finance Leadership
    • Money and Power

    Intensive 3: Monday, June 15 through Friday, June 19, 2020

    EarthRise at IONS, Petaluma, CA

    • Articulating Your Vision
    • Building Partnerships and Relationships
    • Creative Capital Projects

    Online classes & webinars: Twelve will be offered between the intensives, featuring a diverse array of leading practitioners in the field.

    Cost: Sliding scale, from $10,000 to $25,000. It covers tuition, faculty, materials, webinars, resources, and on-site lodging and meals.

    Our decision to use a sliding scale fee structure is linked to the purpose of the Institute: to catalyze the flow of money to support healthy, regenerative economies in all communities.

  • Why RSF?

    RSF Social Finance creates financial relationships that are direct, transparent, and personal, focused on long-term social, economic, and ecological benefit. We innovate, learn, and push into new frontiers of what it means to serve the highest intentions of the human spirit and contribute to an economy based on generosity and interconnectedness. Our team has a long-term commitment to educate, support, and inspire the next generation of integrated capital practitioners, and catalyze the flow of money to support regenerative economies in all communities.

  • Why now?

    Conscious investors and donors are hungry for a new way to engage with their money. Realizing there is such a thing as having “more than enough,” wealth holders are following their inner calling for justice and charting a new path aimed at creating long-term resilience for all.

    We’ve seen this vision manifest as thousands of highly motivated people are activating the majority of their assets towards lasting well-being for society and the environment. They want their money to correct the injustices of the past, which have built extraordinary privilege for the few and severely compromised the natural world.

    Unfortunately, this is no easy feat. Conventional wealth management is designed to drive money towards one primary goal: multiplying itself. This system leaves wealth holders feeling isolated and seeking answers to the questions:

    How much is enough?

    Where is my money invested?

    What damage is being done by my money?

    What is my responsibility?

    How can my money help?

    A new clarity is emerging, one that recognizes that the stewardship of great sums of money includes a duty to the greater whole. This clarity has engendered an entirely new form of activism, one in which money is used creatively as a powerful tool to improve the world. We’ve seen visionary wealth holders pioneer better models inspired by this conviction. These models need to be shared and adopted. When they are, we will see hundreds of billions of dollars shift to regenerative uses.

  • Application Process

    The application process for 2020/2021 will open in early 2020. Please check back for more information.


    The work of integrated capital activation requires creative, intelligent, and passionate leaders called to move beyond “impact investing” and leverage capital as a powerful tool for long-term change. Prospective Fellows will possess self-knowledge as well as the skills to navigate power, conflict, and possibility. We aim to support those who may take on a holistic role with an investor, philanthropist, foundation, or integrated capital organization.

    Candidates will demonstrate:

    • A deep desire to effect positive change (“financial activist” impulse)
    • Experience in finance (direct investing, lending, or giving/philanthropy).
    • A strong desire to learn and evolve (personally/internally and professionally/collectively).
    • The ability to influence the flow of capital and support regenerative systems.
    • A commitment to be present and engaged at all program intensives.
Integrated Capital Institute Alumni

A diverse group of financial activists leading the field with powerful strategies to leverage capital as a tool for long-term change.

Meet the former fellows

Contact Deb Nelson

Vice President, Client and Community Engagement