Confluence Philanthropy

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 private, public and community foundations; family offices; individual donors; and their values-aligned investment advisors representing more than $92B in philanthropic assets under management, and over $3.5T in managed capital. Confluence is an international organization, with the majority of members based in the U.S., 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.