What Confluence Philanthropy does

Confluence Philanthropy is a 501(c)(3) nonprofit organization (FEIN 27-3018135) founded in 2008 and headquartered in New York. It operates as a membership-based field-building organization for 'values-aligned investing,' a positioning it deliberately distinguishes from 'impact investing' on the grounds that all investments carry impact and the impact label has become confusing. Its motto, 'Know What You Own and Own What You Own,' frames its core thesis that intentionality matters across asset classes. The organization serves three primary constituencies through two parallel membership tracks: foundations, single family offices, and individual investors; and financial professionals including investment advisors, asset managers, consultants, and intermediaries.

The organization's product portfolio is content- and community-centric rather than technology-centric. Core offerings include a Member Resource Library (member-only webinars, resource guides, case studies, model policies), the 'Confluence Member Insights' blog, research publications such as 'Leave No One Behind: Definitions and Resources for Investing in Climate Justice,' and an annual conference program supplemented by webinars, trainings, and working groups covering cash deployment, proxy voting, shareholder engagement, program-related investing (PRIs), screening of public equities, and private equity. No proprietary technology platform, software products, or AI capabilities are evidenced.

Revenue is generated primarily through recurring membership dues (subscription/recurring model) with ancillary transactional revenue from job-posting fees ($150 for non-profits, $450 for foundations or for-profit companies). Distribution is direct via email intake (info@ and membership@ addresses) and an authenticated member portal, supported by thought-leadership content, email updates, and events. Recent strategic activity includes declining Sorenson Impact Institute Collaboration Fund merger overtures and incremental product expansion into the financial-professional segment and climate-justice thematic content. Leadership comprises Dana Lanza as President (also referenced as co-founder and CEO).

Name

Confluence Philanthropy

Legal name

Confluence Philanthropy

Website

https://confluencephilanthropy.org

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

11–50 employees

Short description

Confluence Philanthropy is a 501(c)(3) nonprofit membership organization that supports foundations, single family offices, individual investors, and financial professionals in values-aligned investing through publications, conferences, webinars, working groups, and a member resource library.

Ownership category

akta.pro rank

Product category

Philanthropy Advisory Services

NAICS

Religious, Grantmaking, Civic, Professional, and Similar Organizations (813), Grantmaking and Giving Services (81321)

SIC

Services-Membership Organizations (8600)

akta.pro primary industry

Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH)

akta.pro secondary industries

Family Offices & Philanthropic Advisors (Grantmaking) (BPAGAKAD), Community Foundations (BPAGAKAB)

Keywords

• Values-aligned investing
• Impact investing education
• Philanthropy advisory services
• Membership-based research
• Mission-aligned investing

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Membership Dues: Confluence Philanthropy operates as a 501(c)(3) nonprofit organization generating revenue through membership fees. The organization provides member-only access to resources including webinars, resource guides, case studies, model policies, and a publications library.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Confluence Philanthropy operates a membership-based nonprofit organization that provides education, resources, and a professional community for values-aligned investors. The organization offers two distinct membership programs — one for foundations, single family offices, and individual investors, and another for financial professionals — along with research publications, a member-only resource library, webinars, working groups, and an annual conference focused on translating mission-aligned investing principles into concrete action across asset classes.

Product overview

Confluence Philanthropy operates as a membership-based organization offering a portfolio of interconnected services for values-aligned investors. The core offerings include two membership programs tailored to different constituencies—foundations, single family offices, and individual investors on one hand, and financial professionals (investment advisors, asset managers, consultants) on the other. These membership programs provide access to a Resource Library containing webinars, resource guides, case studies, and model policies, as well as the Confluence Member Insights blog. The organization also publishes research, notably the 'Leave No One Behind: Definitions and Resources for Investing in Climate Justice' publication. Annual conferences and an ongoing events calendar featuring webinars, trainings, and working groups round out the offerings, all focused on translating values-aligned investing principles into concrete action across various asset classes including cash, proxy voting, shareholder engagement, program-related investing, public equities screening, and private equity.

Differentiator

Problem solved

Functional benefit

Products and services

• Membership Program for Foundations, Single Family Offices, and Individual Investors A membership program offering access to a network of values-aligned investors, including foundations, single family offices, and individual investors, with resources for mission-aligned investing.
• Membership Program for Financial Professionals A membership program for investment advisors, asset managers, consultants, and intermediaries seeking to align their practice with values-aligned investing principles.
• Publications Research publications on values-aligned investing topics, including 'Leave No One Behind: Definitions and Resources for Investing in Climate Justice' addressing climate justice, ethical investing frameworks, and international governance standards.
• Member Resource Library A members-only database containing previous webinars, resource guides, case studies, and model policies for values-aligned investing.
• Annual Conferences Annual conferences focused on translating learning and connection into concrete action on mission-alignment, utilizing various asset classes, investment vehicles, and advocacy strategies.
• Events and Webinars Event calendar featuring webinars, trainings, and working groups focused on mission-alignment through proxy voting, shareholder engagement, program-related investing, screening public equities, and private equity.
• Confluence Member Insights A blog-style resource featuring member insights and articles on values-aligned investing topics.
• Values-Aligned Investing Guidance Advisory guidance distinguishing values-aligned investing from impact investing, offering practical examples including cash deposits at community banks, proxy voting, shareholder engagement, employee retirement plan options, equity screening, and program-related investments.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered minor.

• ToniicminorOthers · 13 April 2026Toniic is an established organization in the impact investing field. Both Toniic and Confluence Philanthropy have indicated they are not pursuing merger discussions as part of the Sorenson Impact Institute's Collaboration Fund initiative for M&A in impact investing.
• Global Impact Investing Network (GIIN)minorOthers · 13 April 2026GIIN is reported to have held talks with over half a dozen organizations about potential tie-ups as part of the Collaboration Fund M&A initiative. Confluence Philanthropy is mentioned as an established organization in the impact investing space.
• Sorenson Impact InstituteminorOthers · 13 April 2026Sorenson Impact Institute launched the $1 million Collaboration Fund backed by Ford and MacArthur Foundations to support M&A among impact investing nonprofits. Confluence is mentioned as having been approached but indicated they are not pursuing merger discussions.

Recent moves6 records

Expansion highlights5 records

Direct peers

• Toniic: Toniic is a global membership community of impact investors—foundations, family offices, and individuals—operating in the same values-aligned investing space. It is the closest peer to Confluence, and both are explicitly named together in field-building discussions around impact-investing nonprofit M&A.
• Global Impact Investing Network (GIIN): GIIN is the leading global membership organization dedicated to increasing the scale and effectiveness of impact investing. It serves a substantially overlapping investor constituency (foundations, family offices, advisors) and competes directly with Confluence for member mindshare and content authority.
• US SIF (Forum for Sustainable and Responsible Investment): US SIF is a membership association for sustainable and responsible investment professionals and institutions. It overlaps Confluence's financial-professional tier (RIAs, asset managers, consultants) and addresses overlapping themes such as shareholder engagement and mission-aligned portfolio construction.
• RSF Social Finance: RSF Social Finance is a values-aligned financial services organization providing lending, investing, and philanthropic services to foundations and donors. It overlaps Confluence's foundation and donor-advised-fund advisory space and competes for the same mission-aligned capital.
• Net Impact: Net Impact is a professional membership community of students and professionals driving social and environmental impact through their careers, including in sustainable investing. It serves a similar professional-tier audience as Confluence's financial-professional membership and competes for values-aligned practitioner engagement.

Broad incumbents

• Principles for Responsible Investment (PRI): PRI is a UN-backed international network of institutional investors committed to incorporating ESG and responsible investing principles. It serves a broader, more institutional constituency than Confluence but operates in the same values-aligned investing category and competes for the same foundation and asset manager members.

Emerging players

• Sorenson Impact Institute: Sorenson Impact Institute is a field-building organization that has explicitly convened Confluence, GIIN, and Toniic around its Ford/MacArthur-backed Collaboration Fund. It is comparable as a values-aligned-investing ecosystem builder but operates more as a convener/facilitator than a membership network.
• Arabella Advisors: Arabella Advisors is a philanthropic and impact advisory firm that helps foundations, families, and individuals deploy capital for social impact. It overlaps Confluence's foundation/family-office advisory space but operates as a fee-for-service consulting firm rather than a membership network.
• B Lab (B Corporation): B Lab is the nonprofit network behind B Corp certification for values-aligned businesses and funds. While focused on certification rather than investor education, it sits in the same values-aligned/impact ecosystem and competes for foundation attention and capital.
• The Philanthropic Initiative (TPI): TPI is a philanthropic advisory practice that helps foundations, families, and corporations design and execute effective giving strategies. It overlaps Confluence's foundation advisory space but is a fee-for-service consultancy rather than a peer membership network.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/confluencephilanthropy
• LinkedInlinkedin.com/company/confluence-philanthropy

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Confluence Philanthropy