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 over 250 private, public and community foundations; family offices; individual donors; and their values-aligned investment advisors representing more than $75 billion in philanthropic assets under management, and over $3.5 trillion in combined managed capital. Confluence is an international organization, with the majority of members based in the United States, and a handful in Europe, Canada, Latin America, and East Africa. Our members represent a diversity of institutions, charitable asset types, personal and professional roles, and programmatic missions, but we share a commitment to values-aligned investing.
Two national annual conferences, webinars, trainings, and specific investment and change strategies translate learning and connection into concrete action. We promote values alignment, when prudent and feasible, 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.