The Study on Nonprofit Investing (SONI) is an independent, joint research project of Raffa Wealth Management, LLC and Raffa, PC.  SONI was developed to answer the question “what are other nonprofits doing with their reserves”.  SONI’s mission is to empower nonprofits with actionable data that will lead to better decisions about their investments.

Rather than operate in a vacuum, SONI enables you to share best practices and learn from your peers.  Whether your organization is a trade or professional association, a public charity, or a scientific or educational institute – the SONI results can help verify that your investment policies are sound and your ROI is in line with your peers.

Raffa, PC is recognized as one of the 100 largest and best-managed accounting firms in the U.S. – serving as advisors and back office solution providers to nonprofit organizations.  Raffa Wealth Management is a specialty investment advisory firm offering both portfolio management and investment policy consulting services to nonprofits of all size and type.