Impact Investing for DAFs & Charitable Assets

Social Finance provides donor-advised fund (DAF) and charitable asset investment solutions that enable account sponsors, foundations, and donors to deploy resources toward impact-first investments that generate measurable impact for people and communities.

Building on more than a decade of fund investment and impact measurement and monitoring experience, we create turnkey impact-first investment and recoverable grant solutions that efficiently and effectively put charitable capital to work by:

• Engaging donors through surveys, focus groups, webinars, and email campaigns to determine their impact priorities, pinpoint solutions that align with their philanthropic interests, and gauge general demand.
• Evaluating and constructing thematic portfolios of place-based, faith-based or other thematic, impact-first investment opportunities.
• Offering a fully-integrated, impact-first investment fund to make the investment process easy, informed, and cost-effective.