Oveview

2023 has been a tumultuous year in the banking sector.  Bank collapses and raising interest rates have dominated headlines and raised a number of questions regarding the US banking system, FDIC insurance, the Federal Reserve, and more.  As a result, you may be wondering: are my organization’s cash assets safe, and am I making the most of them?

Keeping reserves for a “rainy day” is a good practice for all nonprofit institutions, but have you thought about how best to set aside excess operating cash for ultra-short term investing?  With inflation and short-term interest rates on the rise, there is no better time to begin thinking about how to make best use of your cash assets.  In this session, Raffa Investment Advisers will detail best practices for nonprofits to segment their reserves with a focus on how best to invest dollars needed in the current budget year.  From identifying how much to hold in reserve, to key policy decisions, and investment implementation options, this session will cover everything needed to put your cash assets to work.

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