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Confluence Programs + Publications

pdf
An Exploration of Active Ownership Among Values-Aligned Investors *
November 16, 2022
pdf
Advisor List *
Confluence Philanthropy
2020
pdf
How to Divest from Immigrant Detention - A Philanthropic Primer 8 13 2019 *
Grantmakers Concerned with Immigrants and Refugees
2019
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C2C Press Release 6.2.17
Confluence Philanthropy
2017
 
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Values-aligned Investing 101 *
Confluence Philanthropy
2020
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Rev. Dr. William Barber Keynote Remarks, Advisors Forum 2019 *
Confluence Philanthropy
2019
pdf
Fiduciary Duty, Divestment, and Fossil Fuels in an Era of Climate Risk *
CIEL
2020
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From Risk to Return: Investing in a Clean Energy Economy *
The Risky Business Project
2020
pdf
Investing in a Time of Climate Change
Mercer
2020
 
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Opportunities to Enhance the Nation’s Resilience to Climate Change *
White House Council on Climate Preparedness and Resilience
2020
pdf
Risks and Opportunities From the Changing Climate: Playbook for the Truly Long-Term Investor *
Cambridge Associates
2020
pdf
Shaping Climate-Resilient Development: A Framework for Decision-Making *
Economics of Climate Adaptation Working Group
2020
pdf
Six Foundations for Building Community Resilience *
Post Carbon Institute
2020
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The Tax Cuts and Jobs Act: An Opportunity for Investors to Reduce Income Inequality? *
Confluence Philanthropy
2018
pdf
The Race of Our Lives Revisited *
Jeremy Grantham, GMO
2020
pdf
Oil and gas corporates risk future value destruction by rewarding executives for chasing growth *
Carbon Tracker Initiative
2020
pdf
The Global Fossil Fuel Divestment and Clean Energy Investment Movement *
Arabella Advisors
2020
pdf&sid=93877b58db2df5eb3c6c11236d447aa6
Divest Invest Philanthropy: Five Year After Launch *
Divest Invest
2020
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TEDMED Talk - Why Community is our best chance of survival *
Christine E. Nieves
2020
pdf&sid=e0e68ac1968e
Crossing the Bridge to Sustainable Infrastructure Investing *
MERCER
2020
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Want to Do Something About Climate Change? Follow the Money *
The New York Times
2020
org?registrantKey=4915905882879219981&type=ABSENTEEEMAILRECORDINGLINK
Robo-Advisors: State of the Industry & Implications for the Future of ESG *
Confluence Philanthropy
2018
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Exploration Webinar: The Rainmakers Investment Collaborative *
Confluence Philanthropy
2018
pdf
The Competitive Advantage of Racial Equity *
FSG
2020
pdf
Why and How Investors Can Respond to Income Inequality *
Principles for Responsible Investment and The Investment Integration Project
2020

Confluence Portfolio Open Houses

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Portfolio Open House: The Russell Family Foundation *
The Russell Family Foundation
2019
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Confluence Philanthropy Member Spotlight: Forysthia Foundation *
Forysthia Foundation
2016
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Portfolio Open House: Inspirit Foundation *
Confluence Philanthropy
2019
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Portfolio Open House: Sierra Club Foundation *
Sierra Club Foundation
2018
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Portfolio Open House: Ceniarth *
Ceniarth
2017
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Portfolio Open House: Edwards Mother Earth Foundation *
Edwards Mother Earth Foundation
2018
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Portfolio Open House: Nia Community Foundation *
Nia Community Foundation
2018

Practitioners Gathering Program Guides

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Open for Business *
Michael H. Shuman
2020
pdf
2018 Practitioners Gathering - Disrupt the Now - Program Guide
Confluence Philanthropy
2018
 
pdf
2019 Practitioner Gathering- "Truth & Transparency" - Program Guide *
Confluence Philanthropy
2019
pdf
2017 Practitioners Gathering - "Love & Resilience" - Program Guide *
Confluence Philanthropy
2017
pdf
2016 Practitioners Gathering - "Finance & Democracy" - Program Guide *
Confluence Philanthropy
2016
pdf
2015 Practitioners Gathering - "Facing Revolutionary Change" - Program Guide *
Confluence Philanthropy
2015
pdf
2014 Practitioners Gathering - "Honoring Legacy - Aligning Our Values" - Program Guide *
Confluence Philanthropy
2014
pdf
2013 Practitioners Gathering - "Catalyzing Change" - Program Guide *
Confluence Philanthropy
2013
pdf
2012 Practitioners Gathering - Agenda *
Confluence Philanthropy
2012
pdf
2011 Practitioners Meeting - Agenda *
Confluence Philanthropy
2011
pdf
Climate-Related Investment for Resilient Communities: DivestInvest Opportunities in Community-Orient *
Croatan Institute
2020
pdf
Emerging Solutions to Drive Private Investment in Climate Resilience *
Climate Policy Initiative
2020
pdf
Fiduciary Duty, Divestment, and Fossil Fuels in an Era of Climate Risk *
CIEL
2020
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From Risk to Return: Investing in a Clean Energy Economy *
The Risky Business Project
2020
pdf
Investing in a Time of Climate Change
Mercer
2020
 
pdf
Opportunities to Enhance the Nation’s Resilience to Climate Change *
White House Council on Climate Preparedness and Resilience
2020
pdf
Risks and Opportunities From the Changing Climate: Playbook for the Truly Long-Term Investor *
Cambridge Associates
2020
pdf
Shaping Climate-Resilient Development: A Framework for Decision-Making *
Economics of Climate Adaptation Working Group
2020
pdf
The Race of Our Lives Revisited *
Jeremy Grantham, GMO
2020
pdf
Oil and gas corporates risk future value destruction by rewarding executives for chasing growth *
Carbon Tracker Initiative
2020
pdf
The Global Fossil Fuel Divestment and Clean Energy Investment Movement *
Arabella Advisors
2020
pdf&sid=93877b58db2df5eb3c6c11236d447aa6
Divest Invest Philanthropy: Five Year After Launch *
Divest Invest
2020
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TEDMED Talk - Why Community is our best chance of survival *
Christine E. Nieves
2020
pdf&sid=e0e68ac1968e
Crossing the Bridge to Sustainable Infrastructure Investing *
MERCER
2020
html
Want to Do Something About Climate Change? Follow the Money *
The New York Times
2020

Confluence Reports

pdf
Finding the Right Direction: First in the Racial Equity Lens Investing Series *
March 2024
pdf
A Compass: Second in the Racial Equity Investing Series *
March 2024
pdf
Creating the Compass: Third in the Racial Equity Investing Series *
March 2024
pdf
An Exploration of Active Ownership Among Values-Aligned Investors *
November 16, 2022
pdf
Advisor List *
Confluence Philanthropy
2020
pdf
Finding the Right Strategic Consultant: A Resource List for Foundations (2019) *
Confluence Philanthropy
2019
pdf
Finding the Right Strategic Consultant: A Resource Guide for Foundations (2019) *
Confluence Philanthropy
2019
pdf
Finding the Right Investment Advisor Part 2: A Resource Guide for Foundations (Fall 2019 update) *
Confluence Philanthropy
2019
pdf
Finding the Right Investment Advisor Part 1: A Resource Guide for Foundations (Fall 2019 update) *
Confluence Philanthropy
2019
pdf
2019 Six Principles for Proxy Impact *
August 9, 2019
pdf
It’s About Time: A Call to Advance Racial Equity in the Investment Industry *
Confluence Philanthropy
July 2019
pdf
Confluence Philanthropy's Annual Report FY 2013 *
Confluence Philanthropy
2013
pdf
Doubling Philanthropic Impact: Below Market Rate Investments in Sustainable Fisheries and Food... *
Confluence Philanthropy
2013
pdf
Grants for Shareowner Action *
Confluence Philanthropy
2015
pdf
Doubling Philanthropic Impact: Below Market Rate Investments in Native American Community... *
Confluence Philanthropy
2014
pdf
An Investor Handbook for Water Risk Integration (presentation) *
Confluence Philanthropy, Ceres, The Park Foundation
2015
pdf
Fixed Income Investing in Climate Solutions *
Confluence Philanthropy, Croatan Institute, Clean Energy Group
2015
pdf
Gulf of Maine Sustainable Wild and Aquaculture Seafood: An Investment Opportunity Analyzed *
Confluence Philanthropy
2014
pdf
Open for Business: Building Local Economies through Place-Based Investing *
Confluence Philanthropy, Michael Shuman
2015
pdf
Carry Your Cash: Supporting Community Finance with Cash Deposits *
Confluence Philanthropy
2015
pdf
Request For Proposals for Investment Advisors *
Confluence Philanthropy
2012
pdf
Reinvesting for a Clean Energy Economy *
Confluence Philanthropy
2014
pdf
Redefining Impact: Case Studies in Transformative Finance *
Confluence Philanthropy, Toniic, Transformative Finance Network
2013
pdf
Who's Who in the World of Working Groups *
Confluence Philanthropy
2015
pdf
Aligning Portfolio with Mission: Pooled Funds and Proxy Voting *
Confluence Philanthropy
2014

Confluence Webinars

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Webinar: The Future of Economic Growth *
Confluence Philanthropy
2012
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Webinar: Catching the Carbon Bubble *
Confluence Philanthropy
2012
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Webinar: Without Responsibilities: Corporate Power in the Aftermath of Citizens United *
Confluence Philanthropy
2012
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Webinar: MRI & Fisheries: A Catalyst for Change *
Confluence Philanthropy
2012
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Webinar: The Burning Question: Is Fossil Fuel Divestment Right For Your Institution? *
Confluence Philanthropy
2013
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Webinar: Keeping Risk Above Water Part 1: Can MRI Be Used for Disaster Response & Recovery?
Confluence Philanthropy
2013
 
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Webinar: Keeping Risk Above Water Part 2: Investing in Adaptation, Disaster Response & Recovery *
Confluence Philanthropy
2013
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Webinar: Investing in Water Sustainability: Creating Clean Water Cash Flows *
Confluence Philanthropy
2013
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Webinar: Supply Chain & Shareholder Engagement *
Confluence Philanthropy
2013
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Webinar: Private Equity and Angel Investing in Sustainable Fisheries & Food Systems *
Confluence Philanthropy
2013
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Webinar: MRI in Schools *
Confluence Philanthropy
2013
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Webinar: Losing Ground: Land Grabs and the Importance of Knowing What You Own *
Confluence Philanthropy
2014
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Webinar: Divest-Invest Philanthropy *
Confluence Philanthropy
2014
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Webinar: Building a Sustainable Value Chain for New England Groundfish *
Confluence Philanthropy
2014
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Webinar: Corporate Influence, Food Systems, and Shareholder Engagement *
Confluence Philanthropy
2014
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Webinar: Introduction to MRI & The Mission Fish Working Group *
Confluence Philanthropy
2014
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Webinar: Does Renewable Energy Have a Social Problem? Energy Access and Global Justice *
Confluence Philanthropy
2014
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Webinar: Lessons Learned in Sustainable Investing: A Discussion with Peter Knight of Generation Fund *
Confluence Philanthropy
2014
arf
Webinar: Grants For Shareholder Action *
Confluence Philanthropy
2014
arf
Webinar: Carry Your Cash *
Confluence Philanthropy
2015
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Webinar: Place-Based Investing *
Confluence Philanthropy
2015
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Webinar: Voices of the Next Generation in Impact Investing *
Confluence Philanthropy
2015
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Investing in Vibrant Oceans: Financing the Transition of Small Scale Fisheries to Sustainability *
Confluence Philanthropy
2016
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Webinar: Aligning Portfolio with Mission - Pooled Funds and Proxy Voting *
Confluence Philanthropy
11/18/2015
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Webinar: Aligning Investor and Community Interests on Tribal Lands *
Confluence Philanthropy
2016
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