Regenerative Social Finance (RSF) is an impact-first financial services organization. They offer investment notes, donor-advised funds, and loans to mission-driven organizations to mobilize money to have a positive social and environmental impact. They have invested in healthier food systems, whole-child education, cleaner climates, stronger communities, and more.

Sorenson Impact Institute partnered with RSF to help them develop an IMM framework and plan for tracking, reporting, and communicating their impact. The engagement involved the development of an organization-wide theory of change, impact theses for their four core impact focus areas (food and agriculture, climate and energy, education, and community impact), an impact assessment tool, a list of impact metrics to track, and an IMM plan. The impact assessment tool was developed to allow RSF to have a consistent and transparent approach to assessing the impact of potential borrowers in order to inform the investment decision. The IMM plan provides guidance on the impact assessment tool, data collection and data reporting.