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

+ 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

+ What is Mission Related Investing? Investmen t Strategy Mission Aligned Investmen ts Mission Values The practice of aligning a philanthropic entity’s management of assets with its charitable purposes while sustaining long term financial return.

+ The MRI Universe Types of Assets Grants/ Program Related Investments Mission or Social Investments Traditional Investments Evaluation & Active Ownership

+ Ways That You Can Use MRI CDFI’s/ Credit Unions/ Local Banks Proxy Voting Shareholder Advocacy Program Related Investing Public Equities Alternative Investments

+ Risk management for the world that we want to live in. 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?

Trends:

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

+ Step 2: Investment Impacts CashPublic Equities Alternative Investments/PRI’s Ownership 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 The Swift FoundationVK Rasmussen Foundation

+ 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)

+ Discussion Tapping the Well of Mission-Related Investing

+ Thank You! Confluence Philanthropy Dana Lanza, CEO