The Study On Nonprofit Investing (SONI) is a peer benchmarking survey of nonprofit investment policies, fees, and returns. The full report, segmented by nonprofit type (association and public charity) and budget size is provided for free to all participants. The SONI results can help verify that your investment policies, fees and returns are in-line with other, similar organizations.
Organizations can participate here: www.raffawealth.com/participate-in-soni
Presenters: Dennis Gogarty, President and Ryan Frydenlund, Senior Portfolio Manager, Raffa Wealth Management
Fields of Study: Specialized Knowledge
Amount of Recommended CPE: 2
Type of Delivery Method: Group-Live
Learning Objectives: After this presentation nonprofits will be able to answer if their investment program is 'normal'. They will walk away with peer benchmarks for performance, fees, and asset allocation best practices.
Program Level: Basic
Advanced Preparation: NONE