What is SONI?
Join the thousands of nonprofit and association executives who have participated in SONI.
Participate in the 2025 SONI Priorities Survey
Raffa’s latest survey questionnaire is launching soon and will explore the investment related strategic, governance, and operational priorities nonprofits and associations are focusing on next year.
The survey should take no more than 5 minutes to complete. All responses will be aggregated and anonymized.
Get Exclusive Access to Peer Benchmarking Data
Later this year, we’ll launch a peer benchmarking tool with data sourced from Cause IQ’s extensive nonprofit database of public records. We’ll provide exclusive access to data answering common questions like:
- How much do similar nonprofits or associations hold in reserve?
- How are other organizations segmenting their overall reserves between cash in checking, savings, and investments?
- How have those balances changed in 2024?
To celebrate 10 years of SONI, Raffa dug deeper into the past decade of results to identify key trends and takeaways. We’ve learned that fees matter, policy guidelines that instill discipline for decision-making are prudent, and having objective benchmarks hold all those involved in the management of the portfolio accountable for results.
Download our lessons learned to explore insights for charities and associations.
Raffa was created specifically to serve the investment needs of nonprofits and associations
For 20 years, we’ve developed custom investment strategies designed to maximize your impact. Our approach is informed by deep internal and external experience and industry leading research.
