A Few Things We Accomplished in 2011

By Jillian McCoy

Happy New Year!

It’s always such a good feeling to kick off a new year and we are really looking forward to what’s to come in 2012. But before we dive in, it’s worth taking a look back at what happened in 2011.

I pulled a few statistics on the past year and was very impressed with the results. We certainly experienced a flurry of activity in the last quarter, and although the dust hasn’t completely settled (stay tuned for our 2011 Annual Report for the final numbers – they could be even higher) this is a great indication of our work last year.

The most critical part of our work is the people we connect with every day in our mission towards transforming the way we work with money.  So here’s a look at how we grew the RSF Community.

We welcomed…

13 new borrowers – Aquatics Informatics | Bare Fruit | Crown O’Maine | Estancia Beef | EVOL Foods | Good Earth Natural Foods | Guayaki | interrupicion* Fair Trade  | Kuskokwim Seafoods | Summerfield Waldorf School | Uncle Matt’s Organic | Wild Planet | Waldorf School of Pittsburgh

2 new Mezzanine Fund investments – Scandinavian Child | HappyFamily (via our Core Lending program)

241 new investors to the RSF Social Investment Fund and $19 million in new funds (surpassing our previous record of $15.6M in 2006!)

11 new Donor Advised Funds and $10.5 million in gifts, and

8 new RSF staff members (to help us do all of this amazing work!)

We also…

Made $5 million in grants from our Donor Advised Funds to 274 non-profits

Hosted 10 events, with over 1,000 attendees

Held the first RSF Shared Gifting meeting with a focus on Food & Agriculture in the San Francisco Bay Area

Published the innovative white paper “A New Foundation for Portfolio Management” with Leslie Christian and Portfolio 21, and

Celebrated Rudolf Steiner’s Sesquicentennial with 500 of our closest RSF friends!

Well isn’t that impressive! We’d like to thank all of our clients, partners, and friends who helped make this possible and we look forward to bigger and better things to come in 2012.

Jillian McCoy is Senior Associate, Communications at RSF Social Finance.

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