Mission-aligned, modern investment management for nonprofits and associations
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
Unlock a wealth of knowledge with Raffa’s free downloads and resources, designed to empower nonprofits and associations on their financial stewardship journey.
Over the past 10 years, the Study on Nonprofit Investing (SONI) has helped thousands of associations & nonprofits benchmark their investment policies, fees and performance against similar organizations. Explore key takeaways from the past decade.
Thinking about creating your own investment policy? These downloadable policy statements provide standard guidelines with sample language that you can customize for your organization’s unique needs, goals, and risk tolerance.
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.
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.