Launched in 2012, the annual Study on Nonprofit Investing (SONI) provides timely, relevant, actionable data about how associations and other nonprofits invest their reserves and how those investments perform. SONI helps nonprofit organizations verify that their investment policies are “normal” and that their investment fees/performance returns are in line with other, similar organizations. To date, more than 2,000 nonprofit organizations have participated in SONI. In this session we’ll review the key peer findings from the 2022 SONI survey on how much nonprofits hold in reserve and analyze prior years’ SONI reports for information on long term portfolio allocations, fees, relative performance, and more.

Learning Objectives:
Nonprofit leaders will learn best practices from their peers. In doing so, you will be empowered to make better informed decisions about your nonprofit or association’s investment reserves.

Presenters: Dennis Gogarty and Ryan Frydenlund – Raffa Investment Advisers
Recommended CPE: 1 Credit
Field of Study: Specialized Knowledge
Delivery Method: Group Internet Based
Program Level: Basic
Prerequisites: None
Advanced Preparation: None

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