Through his work with the Study on Nonprofit Investing (SONI), Dennis Gogarty of Raffa Wealth Management has polled hundreds of nonprofit entities on their investment practices and procedures. SONI data has revealed meaningful trends on how nonprofits segment their assets and the asset allocation mixes that are most frequently utilized.

This session will cover the following:

  • How other nonprofit organizations make best use of their assets – current operating vs. short/long-term investments
  • How those longer term investments are split between stocks, bonds, and alternative investments


There are no reviews yet.

Be the first to review “Asset Allocation/Segmentation for Nonprofit Investments”

Your email address will not be published. Required fields are marked *