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Confluence Philanthropy

New Mexico Association of Grantmakers: Aligning Investment with Mission. Confluence Philanthropy. Dana Lanza, CEO. Building the Field of Mission Related Investing.

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Confluence Philanthropy

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  1. New Mexico Association of Grantmakers:Aligning Investment with Mission Confluence Philanthropy Dana Lanza, CEO

  2. Building the Field of Mission Related Investing Confluence 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 www.confluencephilanthropy.org

  3. What is Mission Related Investing? The practice of aligning a philanthropic entity’s management of assets with its charitable purposes while sustaining long term financial return. www.confluencephilanthropy.org

  4. The MRI Universe Evaluation & Active Ownership www.confluencephilanthropy.org

  5. Ways That You Can Use MRI www.confluencephilanthropy.org

  6. WHY MRI? Risk management for the world that we want to live in. www.confluencephilanthropy.org

  7. 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? www.confluencephilanthropy.org

  8. 2014 Trends: www.confluencephilanthropy.org

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

  10. Step 2: Investment Impacts WHERE is your money and WHAT is it doing? www.confluencephilanthropy.org

  11. Step 3: What’s Right for You?“If you have seen one foundation- you’ve seen one foundation.” The Swift Foundation VK Rasmussen 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 www.confluencephilanthropy.org

  12. 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) Confluence Philanthropy’s Resources & Programs www.confluencephilanthropy.org

  13. Discussion Tapping the Well of Mission-Related Investing www.confluencephilanthropy.org

  14. Thank You! Confluence Philanthropy Dana Lanza, CEO dana@confluencephilanthropy.org www.confluencephilanthropy.org

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