Do you wonder how your investment policies and results compare to other nonprofit organizations? Here is an opportunity to receive benchmarking data on nonprofit organization’s investing with no cost to your organization and a minimal time commitment.

Through HW&Co’s association with Prime Global, an Association of Independent Accounting Firms, the following opportunity is available to our clients and contacts:

Raffa is pleased to announce the release of the 2017 Study on Nonprofit Investing (SONI). Now in its fifth year, SONI is a peer benchmarking survey that helps nonprofit organizations verify that their policies are “normal” and that their investment fees/performance returns are in-line with other, similar organizations. Last year, over 700 organizations participated.

The real value of SONI is the results & analysis report. As with prior years, all nonprofit survey participants receive this year’s results report for free. Nonprofit executives use this report to facilitate discussion with their boards and investment committees.   For a comparison of your organization, SONI Nonprofit Survey should take no longer than 10 minutes to complete.

Helen E. Weeber, CPA

HW Nonprofit Advisors Group, Director

(216) 378-7213