Social Finance partners with foundations, donor-advised funds, and institutions to better align their investments with their mission.
We design and implement impact-first investing strategies tailored to each organization’s goals. We provide support across the full investment lifecycle, from stakeholder education and sourcing opportunities to due diligence and portfolio construction, helping organizations move from intention to action.
Our team brings both investment rigor and deep impact expertise, enabling partners to deploy capital to advance their mission while stewarding assets responsibly.
Our Services
Education and Engagement: Social Finance offers workshops, focus groups, and customized trainings to help key stakeholders (board, staff, investment committee, donors) move from learning about impact investing to making actual investments. We can also develop collateral, white-label web platforms, and staff training materials.
Strategy Development: We work closely with you to define your foundation or DAF’s impact and financial goals, identify priority focus areas, and build an investment strategy aligned with your values. Together, we establish clear targets for risk, return, and liquidity across your portfolio.
Impact Measurement and Management: We help you define what impact means to your foundation or DAF and how to measure it effectively. Our team develops simple, user-friendly approaches to track both financial performance and impact, so you can understand results and use those insights to guide future decisions.
Portfolio Design & Construction: We help structure your portfolio by identifying investment opportunities, conducting impact and financial due diligence, and supporting you through the decision-making and execution process.
Portfolio Management: We can provide ongoing support to help you manage and evolve your portfolio over time. This can include asset allocation, performance monitoring, coordination with external managers, and guidance on reinvestment decisions.
Social Finance is a national nonprofit and registered investment adviser (SF Advisers, LLC).
Advancing Equity in Greater Boston Through DAF Impact-First Investing
$6.1M
Mobilized from donor-advised funds into Boston-focused, impact-first investment opportunities
Ambitious smart african black female employee speaking at diverse meeting share creative idea opinion at group briefing while jealous envious skeptical male coworkers looking listening to colleague.
Unlocking DAFs for Impact-First Investing
$24B
Social Finance's estimate for the global annual pipeline of impact-first investments
Alamo Square is a residential neighborhood and park in San Francisco, California.
Investing DAF Assets to Support Bay Area Communities
$7.5M
Mobilized from donor-advised funds into curated impact-first investment opportunities
Partnering with Social Finance has allowed us to expand the tools we can offer our donors to help them amplify their impact, achieve their philanthropic goals, and contribute to equitable recovery efforts.
Nicole Taylor
President and CEO, Silicon Valley Community Foundation. No compensation was provided in exchange for testimonial.
SF Advisers, LLC is an SEC registered investment adviser offering impact investment advisory services. Registration does not imply a certain level of skill or training. The information contained on this website is provided solely for information purposes and is not to be construed as a solicitation of an offer to buy or sell any securities or other financial instruments in the United States or any other jurisdiction. No investment decision relating to securities or relating SF Advisors, LLC or its affiliates should be made on the basis of this website. There can be no assurance that investors will avoid losses or experience positive returns, or that such returns, if any, are commensurate with the risks associated with impact investments. No representation or warranty is made or implied concerning, and SF Advisers, LLC assumes no responsibility for, the accuracy, completeness, reliability or comparability of the information contained herein relating to third parties, which is based solely on publicly available information. SF Advisors, LLC undertakes no obligation to update the information contained herein.
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