Ep 10. – Stewarding Investments and Reserves: Lessons for Nonprofit Boards and Financial Managers


In this Lead. Learn. Thrive. podcast episode, Raffa’s Tom Adams spoke with Dennis Gogarty, President of Raffa Wealth Management, as he shares lessons from the 2016 SONI report, observations on trends since the report began and practical steps board leaders and executives can take to ensure good stewardship of investments.


Dennis Gogarty


Read Tom Adams and Dennis Gogarty’s blog post, Stewarding Investments Well: What Boards and Executives Need to Know, for more on this topic.

The Lead. Learn. Thrive podcast series grew out of our Raffa Learning Community effort and features interviews with interesting nonprofit and private sector leaders and those who help them Do More. If you would like to suggest a topic or a guest for an upcoming episode, please email jimena@raffa.com and include “podcast” in the email subject line.

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