Participate Now: 2016 Study on Nonprofit Investing

The Study on Nonprofit InvestingNow in its fourth year, the Study on Nonprofit Investing (SONI) answers the question “how do nonprofits invest their reserves.

Participation in the study calls for nonprofit executives to complete a short survey about their investments and investment-related policies.

Once survey data is analyzed, all participants receive a complimentary copy of the results report. Many nonprofit execs utilize this report to facilitate discussion with their boards/investment committees, leverage key takeaways to develop their investment policy statements / investment advisor RFPs, take to meetings with their current advisors, and much more.  We expect more than 700 nonprofits (foundations, public charities and membership associations) to participate this year.

Click here to participate in the 2016 SONI survey: Launch SONI survey. Deadline for participation is March 4th!

Visit for more information – or feel free to reach out to Dennis Gogarty with Raffa Wealth Management via email or phone 202.955.6734.

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