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Confluence is a philanthropic affinity group available to foundations, grantmakers, and individual donors.  We are a membership-based organization that depends on dues and philanthropic support to fulfill our mission.

Our goal is to build a vibrant community of practice in which foundations and individual donors work together to accelerate the field of mission-related investing. We strongly encourage collaboration, resource sharing, and leadership development.

We achieve this by providing over 20 educational events annually, including a three-day annual conference, as well as several thematic working groups. Confluence leads an intensive fellowship training program for trustees under 35 years of age in partnership with Resource Generation.

In addition to the expected benefits of affinity group participation, members are invited to join forces with one another through collaborative program-related investment funds, shareholder engagement campaigns, research, and special projects initiated by members themselves.

Confluence is composed of two main tiers of membership for funders: Basic Members and Practitioners. Both groups have the ability to interact within our dynamic, private community and have access to an extensive resource library, toolkits, membership listserves, and private technical assistance from our CEO, staff, and advisors. Members are eligible to participate in free workshops, learning calls, and webinars, and receive discounts to impact-investing events co-sponsored by Confluence.

Investment institutions are invited to participate in membership through the Advisors’ Bay Program. This involves an application and Board approval process.


Basic Membership for Foundations and Individual Donors

Our Basic Membership is for foundations and individual donors who are beginning to engage in mission-related investing strategies and are interested in making an institutional commitment.

Practitioners’ Membership for Foundations and Individual Donors

Practitioners’ Membership is for foundations and donors who have made an institutional commitment to mission-related investing and are seeking a community of practice that emphasizes strategic collaboration. Participation in the Practitioners’ Program requires an application which is reviewed by the Confluence Board of Directors.

Philanthropic Affinity Groups

We welcome philanthropic affinity groups to join Confluence by collaborating with us and participating in our programs. Affinity group membership is free of charge.

Confluence Working Groups and Learning Cohorts

Confluence coordinates a number of thematic working groups and learning cohorts. These are initiated by members for the purposes of learning and strategic development. Participation in working groups requires membership. Non-member enrollment in learning cohorts, retreats, and learning tours requires tuition. Priority in all programs is given to dues-paying members.

Members of the Advisors’ Bay Program may participate in working groups. However, participation of non-members is not allowed except by invitation of Confluence Philanthropy.

Please visit the other areas of the website for the most recent listings and descriptions of groups.

Advisors’ Bay Membership for Investment Advisory Firms, Asset Managers, and Nonprofit Intermediaries

Confluence offers membership to investment institutions (either for-profit or nonprofit) through a unique program called Advisors’ Bay. Membership requires an application that includes three references from philanthropic institutions, donors, or a current Advisors’ Bay member. Please see the Advisors’ Bay area of the website for a full description of this special program.



Education Program generously sponsored by The CAPROCK Group