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 Wealth Management, LLC is pleased to announce the release of the 2018 Study on Nonprofit Investing (SONI). Now in its sixth 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.

By participating in the 10 minute Study on Nonprofit Investing (SONI), survey participants receive the SONI results and analysis report for free in April. This report helps verify that investment fees & returns are in line with similar organizations. Nonprofit executives use this report to facilitate discussion with their boards and investment committees. Click here for a summary of last year’s results & analysis .

Follow this link to launch the questionnaire. The survey will close on Wednesday, February 28th.