The annual SONI survey is more than simply a report you receive for completing a questionnaire. It is a multi-faceted learning tool, combining an in-person debrief with the survey participants, presentation of the final results to other NFP staff, and a nice take away in the final report. My Finance Committee has often asked “how do our reserves and returns compare to similar organizations?” and Dennis and his group were very responsive in providing the survey results. The Committee was very appreciative of the context the information provided.
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.
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.
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.