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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.

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:  Practitioner Investor Members and Associate Investor Members. Both groups have the ability to interact within our dynamic, private community and have access to an extensive resource library, toolkits, membership listservs, 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 Advisor Membership Program. This involves an application and Board approval process.

Practitioner Investor Membership for Foundations and Individual Donors

Practitioner Investor 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 Practitioner Investor Program requires an application which is reviewed by the Confluence Board of Directors.

Associate Investor Membership for Foundations and Individual Donors

Our Associate Investor 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.

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.

Advisor Membership for Investment Advisory Firms, Asset Managers, and Nonprofit Intermediaries

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