Confluence Philanthropy’s mission is to transform the practice of investing by aligning capital with our community’s values of sustainability, equity, and justice.
With more than 260 members, our network represents over $96 billion in philanthropic assets under management and over $3.5 trillion in combined managed capital.
OUR PHILOSOPHY
Investors should not compromise what matters to them in exchange for financial return. We support investors who engage in values alignment across asset classes, investment vehicles, and advocacy strategies, when prudent and feasible.
This includes cash, proxy voting, shareholder engagement, program-related investing, screening public equities, and private equity.
By aligning capital in all its forms with our values, we can build an economy that is sustainable and that takes care of people and the planet.
OUR WORK
Confluence offers its members resources, a dynamic and supportive network, and opportunities for cross-sector collaboration to remove barriers to mission-aligned and purpose-driven investing.
The tight-knit nature of Confluence's network means that learning can rapidly translate into concrete action as our members receive personalized support and can truly get to know one another.
Our programming, which includes webinars and in-person events, provides our members with the most up-to-date information on strategies, tools, and today’s fastest-growing avenues to generate values-aligned impact.
OUR STRATEGIC GOALS
Confluence has five strategic goals:
- To build a network of practice and pioneering leadership through education, outreach, and peer-to-peer learning;
- To increase the capacity of investors and investment managers to practice values-aligned investing by providing friendship, resources, and technical assistance;
- To transform the investment industry by fostering systemic thinking and effective cross-sector partnerships, thereby creating a space in which innovation can emerge;
- To build momentum by fostering collaboration among our peer networks and colleagues, and to inspire the field by example; and
- To provide our members with a strong organization, with the capacity to effectively advance Confluence Philanthropy’s mission and goals.
OUR INVESTMENT POLICY
Confluence’s Board of Directors crafted its first investment policy statement in Fall 2023. The policy guides Confluence’s investment decision-making, which prioritizes the ongoing operational needs of the organization while being attentive to our mission and values as a whole. View our investment policy here.