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Associate Investor Membership

Get Started Through Our Associate Investor Membership Program

The Associate Investor Membership Program is affordably designed for foundations and donors who would like to learn more about mission-related investing and are interested in collecting resources, getting information, and meeting others.

Why Join The Associate Investor Member Program?

Many foundations and individual donors are most comfortable taking a set-by-step approach as they begin to learn about investing. Confluence has created the Associate Membership Program as a means for new members to familiarize themselves with the practice by taking part in 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 our three-day Annual Practitioners’ Meeting. 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 investors who are together learning how to practice values aligned investing.

Associate Investor Membership Program Goals

  • To build a peer-to-peer network of investors and investment managers
  • To increase the capacity of Confluence Associate Members through individualized support, learning, and peer-to-peer networking
  • To accelerate the field of values aligned investing by encouraging systemic thinking, effective partnerships, and innovation

Associate Investor Members may participate in all Confluence events, with the exception of the Annual Practitioners Gathering. Associate Members are welcome to attend the Annual Practitioners Gathering once, and are then encouraged to join the Practitioners Program in order to be able to attend the Meeting in subsequent years.

Benefits of Associate Investor Membership

  • Priority access to Confluence staffing and services
  • Individualized assistance in building an investing strategy
  • Priority access and membership pricing to Confluence events
  • Access to the Members’ Resource Library
  • Participation in Confluence listserves
  • Engagement with other members through thematic working groups
  • Quarterly copies of our Resource Guides: “Finding Your Way to the Right Strategic Consultant,” and, “Finding Your way to the Right Investment Advisor”
  • Membership discounts to investors’ events and consultants’ resources (when available)

Become an Associate Investor Member

Foundations, single family offices, and individual donors are welcome to contact us to explore membership. Membership is by approval of Confluence’s Board. Associate Investor Membership is $1,650 per year.