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History, Mission, and Vision


Mission-Related Investing is the practice of aligning a philanthropic organization's management of assets with its charitable purposes while sustaining long-term financial return.


About Us

Confluence Philanthropy supports and catalyzes the work of private, public and community foundations, individual donors, and investment advisors who are committed to moving philanthropy towards mission-aligned investment.

Confluence Philanthropy was launched in the fall of 2008 when Environmental Grantmakers Association Executive Director, Dana Lanza, lead the creation of a new philanthropic initiative focused on guiding foundations towards mission-related investing.

Confluence is an international organization with the majority of our members based in the U.S., and with a handful in Europe, Canada, and Mexico. Our members represent a diversity of institutions, charitable asset types, personal and professional roles, and programmatic missions but they all share a commitment to a vision of mission-aligned philanthropy. 

From its annual conference, to webinars and trainings, to working groups focused on specific areas of investment and change strategies, Confluence’s programs translate learning and connection into concrete action. We promote mission alignment through a variety of asset classes, investment vehicles and advocacy strategies, including cash, proxy voting, shareholder engagement, program-related investing, screening public equities, and private equity.

Our offices are based in New York City at The Rockefeller Brothers Fund and in downtown Oakland, California.

Mission

Confluence has four strategic goals:

1.     To accelerate the field of mission-related investing by fostering systemic thinking, effective cross-sectoral partnerships; and creating a space for philanthropic innovation to emerge;

2.    To build a network of practice and philanthropic leadership in mission-related investing through education, outreach, and peer-to-peer learning;

3.    To increase the capacity of foundations and donors to practice mission-related investing by providing technical assistance;

4.    To provide our members a strong organization, with the capacity to effectively advance Confluence Philanthropy’s mission and goals.