Impact Investing Advisory Services

Our Approach

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Social Finance builds and manages impact-first investment solutions that enable individuals (including donor-advised fund account holders), family offices, and foundations to channel philanthropic capital toward measurable impact for people and communities. 

As a registered investment adviser, and building on more than a decade of fund investment and impact measurement and monitoring experience, we partner with philanthropic investors through  

  • Impact Investing Strategy Development​: We develop and codify impact and financial goals; establish targets for risk, return, and impact; revise investment policy statements; and determine appropriate staffing and governance structures for impact investments. 
  • Donor Engagement: We help engage donors engage in impact investment opportunities through focus groups, webinars, collateral, white-labeled web platforms, and staff training materials. 
  • Portfolio Construction: We determine appropriate structuring of investments, source and conduct impact and financial due diligence on investment opportunities, and support approval processes and execution of investments. 
  • Impact Measurement & Management: We work with external investment managers, their investees, and investors to develop financial and impact reporting processes.  
  • Portfolio Management: We advise on asset allocation according to partners’ objectives and monitor the impact and financial performance of investments. 

Featured Work

See All Work

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Unlocking DAFs for Impact-First Investing


Social Finance's estimate for the global annual pipeline of impact-first investments

Investing DAF Assets to Support Bay Area Communities
Houses in Alamo Square, San Francisco
Alamo Square is a residential neighborhood and park in San Francisco, California.

Investing DAF Assets to Support Bay Area Communities


Capital 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

Nicole Taylor Headshot