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Non-Solicitation Policy

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

Meetings between members of Confluence Philanthropy are intended to serve as a private space for foundation leaders and their advisors to meet and strategize about the best use of assets in fulfilling their organization's mission. To retain the integrity of this convening we must maintain a strict policy of non-solicitation during and after any Confluence event. We ask that advisors and grant seekers not solicit Practitioner Investors unless invited. Those who violate this policy will not be invited to participate in future meetings.

 

Photography and Videography Permission Policy  

By entering an event or program of Confluence Philanthropy, you are entering an area where photography, audio, and video recording may occur. While we aim to protect the confidentiality of any discussions that occur as part of members-only events, your entry and presence on the event premises constitute your consent to be photographed, filmed, and/or otherwise recorded. You also consent to the release of any and all recorded media in perpetuity in connection with Confluence Philanthropy and its initiatives, including, by way of example only, use on websites, in social media, and promotional materials.

 

COVID-19 Policy

Confluence takes the health and safety of our community seriously, and we are carefully monitoring CDC guidelines and local regulations. Based on current conditions, we will adhere to the policies outlined below.   

We ask all registrants to be vaccinated in accordance with medical guidance when registering. We do not require that all delegates and conference guests provide proof of vaccination against COVID-19. This follows the change in federal and state guidance.

 

Disclaimer

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 programming, 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.

 

Anti-Trust & Confidentiality Policy

In all multi-party discussions, it is essential to uphold certain guidelines regarding confidentiality and antitrust laws. Confluence Philanthropy aims to create open forums for questions, while also respecting the business interests of its members. No one is obligated to provide specific information if they are uncomfortable doing so.

During the meetings, there should be no discussion of the following:

  • Commercially sensitive or confidential business information about company prices, discounts, profit margins, or terms and conditions of sale of a company or that of its competitors

  • Agreements to raise, lower, or hold present or future price levels

  • Allocation of territories, markets, or customers’ restrictions on production, boycotts, or refusals to deal, and the selection, rejection, or termination of customers or suppliers

  • If any subject with an anti-competitive implication or appearance is raised at any meeting, those attending should object and request that the subject be dropped.

Additionally, during the meeting:

  • No participant shall use a recording device of any kind without express written permission in advance.

  • The identities of all attendees shall be disclosed to all participants.

  • Participants are free to use the information received, but neither the identity nor the affiliation of the speaker(s), nor that of any other participant, may be revealed.

  • Neglect or abuse of any of these practices may result in the suspension or termination of membership.