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Purpose-built for nonprofits & associations

Further your mission with investment strategies, reporting and communication tailored to the unique needs of associations, foundations, endowments and charities.

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Who We Serve

Trusted Strategic Partner to Leading Organizations 

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Please note that the clients listed above have only agreed to be listed as clients of Raffa and are in no way endorsing or expressing an opinion about Raffa.  Please reference important disclosures at the bottom of the webpage.

WHAT WE CAN DO

Fiduciary Investment Support For Nonprofits

Investment Policy Development 

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Investment Policy Development 

Effective governance is critical for the success of your nonprofit’s investment program. 
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Portfolio Management

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Portfolio Management

As a full service investment adviser, we provide tailored, mission aligned portfolio and investment management for nonprofit organizations.
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Board Education & Engagement  

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Board Education & Engagement  

Your volunteers play a critical role in your investment program but many nonprofit leaders serve without formal training in investment oversight or fiduciary responsibilities.   
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Retirement Plan Advisory

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Retirement Plan Advisory

Purpose-built retirement plan advisory services to help your employees reach their retirement goals.   
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WHY RAFFA

Boutique focus, institutional strength

WE KNOW NONPROFITS & 
ASSOCIATIONS

Investing for nonprofits and associations is unique. We tailor strategies, reporting, and communication for your legal, ethical and governance responsibilities. 

Access to the best-in-class

We partner with the Institutional Division of Charles Schwab & Company, Inc. (Schwab) to support operations, research, and safeguard client accounts.

LATEST NEWS

THOUGHT LEADERSHIP

Build It Yourself: AI Agents, No-Code Tools, and Workflow Automations for Associations

November 18th, 1-2pm EST
Read Now

STUDY ON NONPROFIT INVESTING TOOL

Access Raffa’s all-new peer benchmarking tool to measure how your nonprofit or association compares to your peers and industry best practices on key indicators of financial health.

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RAFFA LEARNING COMMUNITY

View our free upcoming webinars for nonprofit and association executives focused around all aspects of running a successful organization.  

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Hear from Our clients

TESTIMONIALS

“We’ve had a great relationship with Raffa Investment Advisers for nearly five years. Their nonprofit experience and the qualifications of their advisors have allowed us to align investment strategy with our mission. The education they provide has been of great benefit to both our Board of Directors and Finance Committee. Raffa’s client communication is timely and on-target and the quality of reporting is always high.”
David Teske, Director of Finance and Administration Association of College Unions International

Contact Us

REady to work with an investment
adviser that knows you?

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Please note that the clients listed above have only agreed to be listed as clients of Raffa and are in no way endorsing or expressing an opinion about Raffa. The above representative nonprofit client list was compiled as of 06/30/2024. The list is intended to comprise all of Raffa’s clients that have agreed to have their organization’s name listed, but it does not include clients that have not given Raffa authorization to be listed or any clients that have joined Raffa subsequent to 06/30/2024, as those clients have not yet been asked to be included. Don’t hesitate to request to contact one, or several, of the clients that have joined Raffa recently and are therefore not included in this list.