We help foundation leaders maximize impact through grants and impact investments. Using data and evidence alongside community engagement, Social Finance brings a disciplined impact focus to innovative funding and financing techniques.

Our Approach

Social Finance works with grantmakers to understand philanthropic objectives and develop innovative funding and financing solutions for high-impact projects. Drawing on deep expertise in data use and evidence interpretation, innovative finance, community engagement, and disciplined implementation, Social Finance bridges the gap between strategic vision and success on the ground. Social Finance can act as an independent, objective voice in multi-party coalitions, as well as an expert advisor on specific strategies or projects. We help by:

  • Developing innovative funding and financing mechanisms focused on measurable impact
  • Creating simple, insightful measurement strategies
  • Identifying growth-ready service providers and partnership strategies
  • Supporting grantees as they build organizational capacity for outcomes-based contracting
  • Guiding impact investing or mission-related investment offices in assessing impact
  • Creating sound legal structures that place measurable impact in a contractual framework
  • Managing long-term grants and impact investments via multi-party governance structures
  • Providing ongoing continuous improvement support to grantees and cross-sector partnerships

Our Active Performance Management process provides ongoing governance support and data analysis to improve outcomes over the course of an initiative. This work focuses on metric development, data collection and analysis, performance evaluation, and program model adaptation to measurably improve lives.

“I think what’s very unique about Social Finance is that they are so committed to some of the biggest challenges our society faces, one of which is, particularly in the U.S., is around improving outcomes for children and families—to ensure that they are thriving rather than surviving. Social Finance has committed to actually investing in and developing deals towards child wellbeing efforts, which are very few and far between.”

— Lola Adedokun, Program Director for Child Well-Being, Doris Duke Charitable Foundation


Bill and Melinda Gates Foundation

Explore capital aggregation strategies to support the objectives of the Postsecondary Success team. Learn more>>

Robert Wood Johnson Foundation

Assess how PFS financing could improve maternal and child health in Newark, New Jersey.

Blue Shield of California Foundation

Develop and deliver workshops, training materials, communications tools, and diagnostics for California public-sector partners to better use the tools of outcomes-based funding to drive greater investment in prevention.


Identify effective strategies for developing workforce partnerships that lead to long-term success for community college students, explore opportunities for sustainable and performance-based funding models for these partnerships, and highlight best practices for rural communities.

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Social Investment and Field Building

We also work with philanthropies to support outcomes-based social investments and develop knowledge for the field. Learn more >>

Our Team

Vice President and Head of Advisory Jake Segal leads our advisory team, which brings experience from government and leading nonprofit, financial, consulting, and legal firms. Learn more >>

Contact Us

If you are interested in learning more our philanthropic work, contact Vice President Jake Segal.