​Empowering Nonprofit Investors with Peer Benchmarking Data

Non-profits plan every fiscal move with great caution, backed up with thorough analysis. Yet when it comes time to plan their investment policies and gauge their investment performance, they operate in a vacuum, without access to information about how similar organizations manage their reserves and perform on their investments.

The Study on Nonprofit Investing (SONI) is providing senior nonprofit finance executives with peer benchmarking data on investment policies and ROI. Raffa Wealth Management, LLC (RWM) has commissioned this annual study to help all nonprofits strengthen investment policies, gauge investment performance and ultimately provide them with the tools they need to better serve their communities.

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