Confluence Philanthropy
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+ Confluence Philanthropy Dana Lanza, CEO New Mexico Association of Grantmakers: Aligning Investment with Mission
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New Mexico Association of Grantmakers: Aligning Investment with Mission. Confluence Philanthropy. Dana Lanza, CEO. Building the Field of Mission Related Investing. - PowerPoint PPT Presentation
Transcript of 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
