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SONI Reports

SONI Report

The 2019 SONI Report, segmented by nonprofit type and budget size.

Complimentary for survey participants

SONI Comparison Report

Custom report comparing your responses to the SONI Benchmarks for performance, fees and asset allocation.

$45

SONI Assessment

Adviser review of results from the SONI Custom Report with insights and recommendations for how to strengthen your portfolio.

$185

SONI Board Report

A consulting engagement to review your IPS, create a blended policy benchmark, and Board Report with an agenda for your next Finance Meeting. Connect with us to learn more about this opportunity for a 360 review.

$450

If you are interested in SONI Custom Reporting, let us know!

 

 

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Mailing address: 1899 L Street NW, Suite 850 • Washington, DC 20036 • 202-955-6734                                                 

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