SONI Survey Results Revealed: The 2021 Peer Benchmarking Study of Nonprofit Investing | Thompson grants

Lessons Learned from the Peer Benchmarking Study on Nonprofit Investing for Associations (SONI)

Webinar • Thursday, February 25, 2021 • 2:00 - 3:00 PM ET | Qualifies for 1 CAE & 1.2 CPE Credits

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How do today’s nonprofits invest their reserves? And how do your own investments, policies, and returns compare?

You'll find the benchmarking data to answer those questions from the Study on Nonprofit Investing for Associations (SONI).

Now, let the Raffa Wealth Management creators of the SONI show you how to use this data to inform your decisions on your own nonprofit's investment strategy and policies.

Register now for Lessons Learned from the Peer Benchmarking Study on Nonprofit Investing for Associations (SONI).

Launched in 2012, the annual Study on Nonprofit Investing (SONI) provides timely, relevant, actionable data about how associations and other nonprofits invest their reserves and how those investments perform. SONI helps nonprofit organizations verify that their investment policies are “normal” and that their investment fees/performance returns are in line with other, similar organizations. Thousands of organizations have participated in SONI. 

In this session we’ll review the key peer findings from previous years' SONI reports including target reserves, segmentation of cash assets, long term portfolio allocations and performance. We’ll also review what’s new for SONI 2021. Participating in this year’s survey will give you valuable insights into what was “normal” in a year that was anything but. The survey focuses on just a few questions nonprofits and associations need to address to verify their investments are performing as expected and allocated in-line with peers:

Reserve your space now for guidance on using the SONI results to answer critical questions, including:

  • How much do organizations keep in Reserve?
  • How much do organization’s invest in immediate, short term, and longer term objectives?
  • How much do organizations invest long term reserves in equity vs. fixed income?
  • Is our organization keeping pace with the returns other organizations are earning?
  • How do organizations reflect their values in their investments (ESG, conflicts, etc.) and what is the performance impact?
  • What, if anything, did other organizations do with their reserves because of COVID-19 this year?

Participate or Learn More:

Association leaders will learn best practices from their peers. In doing so, you will be empowered to make better informed decisions about your nonprofit or association’s investment reserves.

Register now for Lessons Learned from the Peer Benchmarking Study on Nonprofit Investing for Associations (SONI).

Meet Your Webinar Leaders

Dennis P. Gogarty is the President of Raffa Investment Advisers and will serve as your lead adviser, communicating directly with your Investment Advisory Committee and managing overall the overall quality of your client experience. Dennis launched his investment advisory career with Raffa Financial Services, Inc. in 2002 and co-founded Raffa Investment Advisers in 2005. Since co-founding RIA, he has served as the firm’s President and lead investment adviser representative.

Dennis actively promotes the need for increased investment education and transparency. He is the founder of the Study on Nonprofit Investing (SONI), an annual study promoting access to information that allows nonprofits to benchmark their investment performance and policies with their peers.

Ryan Frydenlund, CIPM – Senior Operations Manager
Ryan Frydenlund is Raffa Investment Adviser’s Senior Operations Manager and will serve as your primary operational contact and the liaison between you and Charles Schwab. Ryan supports the firm’s President and Chief Investment Officer in their portfolio management, operational, and administrative responsibilities. Ryan serves as the main operational contact for RIA’s clients. Ryan joined RIA in 2017 and received his Certificate in Investment Performance Measurement (CIPM) designation, administered by the CFA Institute, in 2019.

Who Should Attend?

  • CFOs
  • CEOs
  • Directors of Finance
  • Board Members
  • Accountants

Don't wait, register your entire team today!

CAE Credits: All live webinar attendees are eligible for 1 CAE credit hours. Association TRENDS is a CAE Approved Provider. Our programs meet the requirements for fulfilling the professional development requirements to earn or maintain the Certified Association Executive credential. We will maintain records of your participation in accord with CAE policies. For more information about the CAE credential or Approved Provider program, please visit www.whatiscae.org

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