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Values Advisor *

Donor Support | Social Impact Investment
ValuesAdvisor is a nonprofit, steadfastly devoted to helping investors, foundations, and endowments move to impact investing and to help create the world we want to see. Our digital platform and vetted network helps investors find financial advisors that align with their values and deliver financial + environmental/social returns. ValuesAdvisor was created and funded by HNW investors to help their peers advance investment in the UN Sustainable Development Goals. Together, we envision a world where values aligned investing is the norm and capital markets are building a regenerative economy.
Propel Member
Updated on: December 19, 2024  

Confluence Philanthropy

Social Impact Investment

Confluence Philanthropy is a non-profit membership network of private, public, and community foundations; family offices; individual donors; and their values-aligned investment advisors representing more than $96B in philanthropic assets under management and over $3.5T in managed capital. Their mission is to transform the practice of investing by aligning capital with their community’s values of sustainability, equity, and justice. Confluence members represent a diversity of institutions, charitable asset types, personal and professional roles, and programmatic missions, but all share a commitment to values-aligned investing. Two national annual conferences, webinars, trainings, and specific investment and change strategies translate learning and connection into concrete action.

Updated on: December 19, 2024  

Impact Finance Center

Leadership Development | Social Impact Investment

Impact Finance Center is a multi-university nonprofit academic center that identifies, trains, and activates individuals and organizations to become impact  investors, helping them better align their assets with their values.

While most similar organizations work to increase the uptake of impact investing from foundations and educated investors, the Impact Finance Center (IFC) also reaches out to the public — many of whom know nothing about how to create a social impact with their money. (more…)

Updated on: December 19, 2024