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Cash Management for nonprofits and associations

A mission-aligned, modern investment approach to investing and managing cash reserves. Raffa Investment Advisers does not provide funding or offer assistance with fundraising.

OUR NONPROFIT SERVICE OFFERINGS

Our team of financial advisors provides a modern, efficient approach to investing nonprofit and association reserves, endowments and retirement plans. Raffa supports 148 nonprofits and associations*, ranging from those with $500k in investable assets investing for the first time to those with more than $90M in reserve. *as of 7/31/24

CASH MANAGEMENT
A suite of cash management solutions tailored to your cash flow needs, including seamless transfers, liquidity and security, and oversight and guidance.
INVESTMENT POLICY CONSULTING
Reserve investment policy development and reviews, compliance monitoring, and Environmental, Social and Governance (ESG) policy consulting and implementation.
RETIREMENT PLAN ADVISORY
Plan design, compliance, vendor due diligence, and participant education to help participants’ achieve their long-term retirement goals
Investment RESOURCES

Unlock a wealth of knowledge with Raffa’s free downloads and resources, designed to empower nonprofits and associations on their financial stewardship journey.

SAMPLE Investment policy

Thinking about creating your own investment policy? These downloadable policy statements provide standard guidelines for short-term, long-term and operating reserves. Customize the sample language for your organization’s unique needs, goals, and risk tolerance.

lessons learned from a decade of the study on nonprofit investing

Over the past 10 years, the Study on Nonprofit Investing (SONI) has helped thousands of associations & nonprofits benchmark their reserves, investment policies, fees and performance against similar organizations. Explore key takeaways from the past decade.

Sample Investment Advisor Request for Proposal

Beginning your search for your organization’s investment advisor? Discover key points to consider and evaluate in your process. Our downloadable template can be tailored to your goals and preferences.

Why Choose RAFFA?
Sensible Approach
We know you don't want surprises. We avoid unnecessary risks and minimize expenses in an effort to provide a modern, reliable experience for nonprofits & associations.
Loyal Partner
As a fiduciary that is independent of any bank or broker, we sit on your side of the table—advocating solely for you.
All Around Excellence
From onboarding and client service, to portfolio management, custom reporting and proactive ongoing communications, our team of experienced advisers are determined to make every client interaction extraordinary.
Here’s what our clients are saying
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David Teske
Association of College Unions International
Director of Finance and Administration

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.

Ready to manage your cash with an adviser who knows NONPROFITS & ASSOCIATIONS?

Book time with one of our experienced advisers today!