Non-Solicitation Policy

Confluence Philanthropy is not a funding organization, nor do we channel philanthropic capital directly to discrete individuals, investment opportunities or funds.

The Practitioners Gathering is intended to serve as a private space for foundation leaders and their advisors to meet and to strategize about the best use of assets in fulfilling their organization's mission. In order to retain the integrity of this convening we must maintain a strict policy of non-solicitation during and after the event. We ask that advisors and grantseekers not solicit Practitioner Investors unless invited.

Those who violate this policy will not be invited to participate in future meetings. Thank you for your support in protecting the intent of the Practitioners Gathering.


Confluence Philanthropy, Inc. does not provide any investment, financial planning, legal or tax advice. We are not licensed nor qualified to provide any such advice. The content of our programing, any publications, and any presentations produced or provided by Confluence Philanthropy, Inc. is for informational and educational purposes only, and is not appropriate for the purposes of making any decisions on investing, purchases, sales, trades, or any other investment transactions. Our events, website or promotional material may contain external links to other resources, and may contain comments or statements by individuals who do not represent Confluence Philanthropy, Inc. Confluence Philanthropy, Inc. makes no representation whatsoever regarding the content of any other resources that you may access as a result of our programing, nor the statements of any third parties whose comments may be expressed at this event. Confluence Philanthropy, Inc. has no control over the content of such presentations, nor of such third parties, and cannot guarantee the reliability or accuracy of any information linked externally or contained within the statements of third parties.

By registering for our events, you agree to hold Confluence harmless of any information that you may receive.