Confluence Philanthropy’s mission is to transform the practice of investing by aligning capital with our community’s values of sustainability, equity, and justice.
We support and catalyze a membership network of private, public, and community foundations; family offices; individual donors; and their values-aligned investment advisors representing more than $96 billion in philanthropic assets under management, and over $3.5 trillion in managed capital. Members are committed to full portfolio activation when prudent and feasible.
Based in the United States, Europe, Latin America, and Canada, our members invest around the world. Members represent a diversity of institutions, charitable asset types, and programmatic missions, and while they play various personal and professional roles, we all share a commitment to values-aligned capital management.
Confluence translates learning and connection into concrete action through our annual conferences, webinars, and trainings. We organize working groups that focus on specific investment themes including climate solutions, racial equity, investing in partnership with Native American communities, and active ownership.
All investments have an impact. We promote values alignment across asset classes, investment vehicles, and advocacy strategies. This includes cash, proxy voting, shareholder engagement, program-related investing, screening public equities, and private equity. We believe that investors should not compromise what matters to them in exchange for financial return. 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, together.
Confluence has five strategic goals:
To build a network of practice and pioneering leadership through education, outreach, and peer-to-peer learning;