What People Are Saying

Matthew R. D'Uva, FASAE, CAE
Matthew R. D'Uva, FASAE, CAE President and CEO, SOCAP International
I am grateful for this new tool that helps validate and improve our own investment policy.  This survey can help my Board remain strategic in its focus by enhancing the partnership between our investment advisor and our finance committee.

James Lum
James Lum CFO, GuideStar

Data available for nonprofits pales in comparison to what is available in the private sector. This survey provides needed transparency and comparability in the area of investment strategy.  I’d love to see similar efforts in other areas of nonprofit operations.

Paula Purdy
Paula Purdy Financial & Membership Services, National Education Association

I thought it was an awesome presentation.  I really enjoyed it and learned a lot from it.  Thank you for agreeing to present to our business mangers.  Based on the feedback, it was well received.