confluence philanthropy

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Confluence PhilanthropyDana Lanza, CEO

New MexicoAssociation ofGrantmakers:Aligning Investment with Mission

+Building the Field of Mission Related

InvestingConfluence Philanthropy is a network that builds capacity and provides technical assistance to enhance the ability of foundations and non-profits to align the management of assets with organizational mission to promote environmental sustainability and social justice

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+What is Mission Related Investing?

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The practice of aligning a philanthropic entity’s management of assets with its charitable purposes while sustaining long term financial return.

+The MRI Universe

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Evaluation & Active Ownership

+ Ways That You Can Use MRI

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Risk management

for the world that we want to live in.

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WHY

MRI?

+Social Rewards: Philanthropy’s Unique Role

Unlike many other investors, Foundations are often issue experts with a holistic view of social or environmental problems. By aligning grantmaking and asset management strategies foundations can help to engineer sustainable solutions to today’s challenges

Exponentially increasing impact opportunities to targeted populations and issue areas

Increasing the Foundation’s reach by building partnerships and leveraging other forms of investments (i.e. Permaculture Credit Union)

Program related investments can infuse innovative triple bottom line enterprises with below market rate loans and guarantees (i.e. Native Green Fund)

Donors often hold ‘legacy’ stocks- original shares and family influence in a given company- or industry. Can these be played?

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+2014 Trends:

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Step 1: What is My Investment Mission?What are the 5 things that you want your investments to do for you and the world??

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+Step 2: Investment Impacts

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WHERE is your money and WHAT is it doing?

+Step 3: What’s Right for You?

“If you have seen one foundation- you’ve seen one foundation.”

$40M Endowment

30% Carve Out

Trustees actively seek out MRI’s

Moved $2M in cash in 2010, increased to $2.5M

Learning to layer capital

Using intermediaries

Looking for mission-aligned funds of funds

Approx $80M Endowment

38% Carve out

MRI program led by Financial Advisors

Changed managers

Looking for mission-driven investments exclusively in impact themes

Shareholder engagement in mission themes only

Looking for mission-driven collaborative PRI opportunities

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The Swift Foundation VK Rasmussen Foundation

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Confluence Philanthropy’s Resources & Programs

Membership Program Peer-to-Peer Networking and

resource sharing Library and Listserves Strategic Roundtable Discussions Convening Collaborative PRI’s

(i.e. Native Green Fund)

Annual Practitioners Meeting: our three-day annual conference for members

Working Groups: Proxy Power Mission Fish Water Investors Biocultural Diversity Working Group Next Gen Fellowship Program in MRI

(for trustees under 35 yrs)

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+Discussion

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Tapping the Well of Mission-Related Investing

+Thank You!Confluence Philanthropy Dana Lanza, CEOdana@confluencephilanthropy.org

www.confluencephilanthropy.org