Creating and Evaluating Your Nonprofit's Investment Program

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What are key investment policy decisions facing nonprofits and how do you prudently arrive at these decisions?

  • Dollars held in reserve
  • Appropriate risk levels and investment vehicles
  • Responsibilities and expectations of staff, volunteers, and consultants
  • Segmentation between current, short term and long term objectives

How do you verify if your investment program is effective?

  • Policies that enable objective evaluations
  • Reporting that forces transparency

Presenter: Dennis Gogarty, President, Raffa Wealth Management
Meal: Lunch
Fields of Study: Specialized Knowledge
Amount of Recommended CPE: 2
CAE Credits: 2
Type of Delivery Method: Group-Live
Learning Objectives: Attendants will walk away with the knowledge needed to evaluate their investment program and the tools to make changes if needed.
Program Level: Basic
Prerequisites: NONE
Advanced Preparation: NONE
Webinar: No

Time and Location


    February 28, 2019


    12:00 PM - 2:00 PM


    Marcum LLP
    1899 L Street, NW
    8th Floor
    Washington, DC 20036