Empowering Boards to Lead with Confidence
Your volunteers play a critical role in your investment program but many nonprofit leaders serve without formal training in investment oversight or fiduciary responsibilities. Our Board Education and Training is meant to give your leaders the knowledge and tools they need to make better informed decisions, ask better questions, and fulfill their fiduciary oversight roles with confidence and clarity.
We deliver practical, engaging education sessions for nonprofit boards and committees—whether they’re new to investment oversight or seasoned stewards looking to sharpen their skills.
Our sessions are:
- Designed around your board’s current level of experience
- Focused on fiduciary responsibility, investment policy, and governance best practices
- Supported by clear materials, actionable checklists, and real-world examples
Whether it’s part of your annual review, a strategic retreat, or a new board member orientation, we ensure your leadership feels informed, aligned, and ready to lead.
WHY WE STAND OUT
Raffa's approach to education
Fiduciary Expertise
Fiduciary Expertise
Board-Friendly Communication
Board-Friendly Communication
Integrated With Investment Strategy
Integrated With Investment Strategy
Hear from Our clients
TESTIMONIALS
Empowering leaders through education
At Raffa, education is one of our core values—and a cornerstone of how we serve our clients. We believe that informed boards and staff make stronger, more confident financial decisions. That’s why we’re deeply committed to providing customized investment education for nonprofits and associations of all types and sizes.
Our advisors bring experience working with boards and committees at every level of financial sophistication. Whether your team is new to investing or highly experienced, we tailor each session to be relevant, accessible, and impactful. Our goal is to ensure every participant leaves with greater clarity, confidence, and a stronger sense of fiduciary responsibility.
Each training is fully customizable to your organization’s needs. Topics may include:
The role of the board and investment committee as fiduciaries
Understanding and applying your Investment Policy Statement (IPS)
Key principles of prudent investing for nonprofits
Interpreting performance reports and knowing what questions to ask
Structuring a sustainable spending policy
Navigating market volatility and investment risks
ESG and mission-aligned investing options
Best practices for onboarding new committee members
At Raffa, we view education not just as a service, but as part of our mission—to strengthen nonprofit investment governance and empower your organization to steward its resources with purpose and confidence.
FAQs
What is Board Education and Training?
Board education and training helps nonprofit and association board members and finance/investment committee participants understand their fiduciary responsibilities, navigate investment oversight, and make informed decisions. We provide customized guidance based on your organization’s structure, experience, and goals.
Why is this important for nonprofit and association boards?
Many board members are not investment professionals. Our training equips them with the knowledge to fulfill their fiduciary duty, ask the right questions, and confidently oversee the organization’s investments in alignment with its mission.
Is this an additional cost?
No. We provide Board education and training to our clients at no additional cost.
Is training tailored to the experience level of the Board or Committee?
Yes. We offer sessions for new board members, seasoned finance committees, or mixed-experience groups. Each training is adapted to your organization’s governance structure, investment strategy, and specific concerns.
Can Raffa help onboard new committee or Board members?
Absolutely. We offer orientation sessions that give new members the foundational knowledge they need to step confidently into their roles. We provide background on how policy decisions were landed on, the current structure of the investment program, and answer any questions the new volunteers may have.
Disclosures: Data