Impact-First Investments

Advisors

The Challenge

Two colleagues look at a computer monitor together in an office. One person sits at the desk while the other stands next to them, both focused on the screen.

Advisors are increasingly asked to help clients and the next generation of wealth holders align their portfolios with their impact goals. Yet designing and managing impact-first investments, where impact outcomes are intentionally prioritized, is a specialized and emerging field requiring distinct expertise, structures, and diligence. 


The Opportunity

Impactfirst investing offers advisors a powerful opportunity to deepen client relationships and differentiate their practice.  

In partnership with Social Finance, wealth and philanthropic advisors can offer access to broadly sourced, rigorously evaluated, impact-driven opportunities. Together, we help clients pursue measurable impact while advancing long-term portfolio objectives.

Social Finance is a national nonprofit and registered investment adviser (SF Advisers, LLC). Registration does not imply a certain level of skill or training.

Social Finance is who I go to for all things impact investing — and who I send donors and organizations to. They helped build this space, they have high-quality opportunities ready to invest in, and when someone wants to create something new, they know exactly how to make it happen.

Mackenzie Moritz, Advisor, Laura and Gary Lauder Family Venture Philanthropy Fund.

Advisor to a family office that invests in the Impact First Fund. No compensation was provided in exchange for testimonial.

A man with short light brown hair, wearing a navy sweater over a collared shirt, smiles at the camera with a blurred green background.
The team at Social Finance brings a level of rigor and clarity to impact-first investing that is hard to find elsewhere. For advisors thinking about the significant capital sitting in DAFs, Social Finance offers investable opportunities, a rigorous impact framework, and a strong case for putting that capital to work.

Cait Haught, Managing Director, Adirondack Capital Management.

Advisor to a family office that invests in the Impact First Fund. No compensation was provided in exchange for testimonial.

Related Resources

Social Finance Impact First Fund

Tuesday Fund

Related Insights

See All Insights

Social Finance Impact First Fund Q1 2026 Report
Several modern and historic office buildings rise against a blue sky with scattered clouds.

Social Finance Impact First Fund Q1 2026 Report

The Social Finance Impact First Fund is pleased to share our Q1 2026 quarterly report, which covers Fund activity through March 31, 2026. The Impact First Fund is built to deliver flexible, risk-tolerant capital to…

The Latest

Website Notice and Disclosures