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RIA Reveals The 2022 SONI Results!
November 21 @ 1:00 pm - 1:30 pm
2022 has been full of headlines: record inflation, COVID-19, war in Ukraine, stock market declines, and much more. Please join us to review the most recent results of the 2022 Study on Nonprofit Investing (SONI) Update Survey to see how these events have impacted nonprofit and association reserves. We’ll also provide important best practices for managing nonprofit and association reserves going forward.
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.
Presenters: Dennis Gogarty and Ryan Frydenlund, Raffa Investment Advisers
Field of Study: Specialized Knowledge
Type of Delivery Method: Group Based Internet
Learning Objective: 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.
Program Level: Basic
Advanced Preparation: None