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Most people find it challenging to realize philanthropic goals concurrent with being smart with those funds. At BSW Wealth Partners, we have partnered with several organizations that make it possible to be smart and effective simultaneously. Our friends at RSF Social Finance sit at the top of the list for sophisticated investing to make the world a better place. We were fortunate to have Don Shaffer, President and CEO, and Taryn Goodman, Director of Impact Investing, in our offices the afternoon of June 14th to speak to our clients and colleagues and share their ongoing projects and philosophy.

RSF Social Finance provides innovative ways to invest for those seeking meaningful and transformative financial experiences.  All of their investment funds directly support social enterprises in Food & Agriculture; Education & the Arts; and Ecological Stewardship. The question-and-answer session brought up some new ideas for directing investment and both Taryn and Don fielded questions with a smile and an enthusiasm that is their hallmark.

If you are interested in learning more about how working with this or other organizations that will help you align your values with your investments, please do not hesitate to contact us for more information.


– Debi Baydush, Partner

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