SONI Results Review

Nonprofits plan every fiscal move with great caution, backed up with thorough analysis. Yet when it comes time to plan their investment policies and gauge their investment performance, they operate in a silo, without access to any information about how their peers — other nonprofit finance executives — manage their reserves and perform on their investments.

The Study on Nonprofit Investing (SONI) will change this, providing senior nonprofit finance executives with peer benchmarking data on investment policies and ROI. Commissioned by Raffia Wealth Management, LLC (RWM) and Raffa, PC, SONI will survey finance executives from associations, public charities, and private foundations.

Upcoming SONI Results & Analysis Presentations

  • There are no additional presentations scheduled for 2017.
  • Contact us to schedule a custom seminar or webinar for your nonprofit.

 Order the SONI Results & Analysis Report

  • Participants receive the report at no cost
  • Non-participants who are nonprofits may purchase the report for $450