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Basic Membership Program

Get Started Through Our Basic Membership Program


The Basic Membership Program is affordably designed for foundations and donors who would like to learn more about mission-related investing (MRI) and are interested in collecting resources, learning, and meeting others.

Why Join The Basic Member Program?

Many Foundations and individual donors take a set-by-step approach as they begin to learn about mission-related investing. Confluence has created the Basic Membership Program as a means for new members to wade into the practice through the unique community and learning opportunities that we offer.

Each year Confluence organizes more than 20 educational events through monthly webinars, thematic roundtable discussions, learning tours and the Annual Practitioners Meeting- a three day event. Roundtable discussions are organized by members regionally, while learning tours are led domestically and internationally. Please visit our homepage for a listing of upcoming events.

By joining Confluence Philanthropy, you and your institution gain access to a community of like-minded grantmakers that are learning together about how to practice mission-related investing. 


Basic Membership Program Goals

  1. To build a peer-to-peer network of donors and grantmakers in mission-related investing
  2. To increase the capacity of Confluence Basic Members through individualized support, learning, and peer-to-peer networking 
  3. To accelerate the field of mission-related investing by encouraging systemic thinking, effective partnerships, and innovation within philanthropy

Basic Members may participate in all the Confluence programs at discounted member rates, with the exception of the Annual Practitioners Meeting. Basic Members are invited to attend the Practitioners Program for one year and will be encouraged to join the Practitioners Program in order to attend in future years.

Benefits of Basic Membership

  • Full access to the Confluence Membership Website
  • Priority to Confluence staffing and services
    • Individualized assistance in building the MRI program at your Foundation (call for details)
  • Priority and membership pricing to Confluence events
  • Access to the Members Resource Library
  • Participation in Confluence Listserves
  • Engaging with other grantmakers through thematic working groups in:

    • MRI in Sustainable Fisheries and Food Systems Working Group
    • Water Investors Working Group
    • Proxy Power: Proxy Voting and Shareholder Engagement
    • Southwest Native Green Fund: Collaborative Program Related Investment Fund
    • Others to be created by members!
  • Full access to Advisors Bay, our online peer-referred database showcasing the top financial advisors, intermediaries, consultants, and asset managers in impact investing
  • Discounted participation to the Next Gen Leadership Program for Trustees under 35 years of age
  • Membership discounts to investors’ events and consultants’ resources (when available)

Basic Membership is $1000 per year

Contact Dana Lanza, CEO if you are interested in membership