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Webinar: A Closer Look at the 2018 Study on Nonprofit Investing

May 24 @ 2:00 pm - 3:00 pm

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As a follow-on to the recently concluded nonprofit investment webinar series, Dennis Gogarty of Raffa Wealth Management will be reporting out on Raffa’s 2018 Study on Nonprofit Investing (SONI). The study seeks to meet the need for timely, relevant, actionable data about how nonprofits invest their reserves and how those investments perform.

Now in its sixth consecutive year, the study helps nonprofits answer the following questions:

  • How do other nonprofits invest their reserves?
  • Are our investment policies “normal”?
  • Is our investment performance in-line with similar organizations?

Specifically, this webinar will cover the following:

  • How do nonprofits segment total cash assets among short and longer term objectives?
  • How much risk do nonprofits take with longer term investments?
  • How much do nonprofits pay for investment services?
  • How much are nonprofits earning from their investments — and what should they expect?

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Details

Date:
May 24
Time:
2:00 pm - 3:00 pm

Organizer

BoardSource
Phone:
202-349-2580
Website:
www.boardsource.org

Venue

Webinar