Nonprofit Investment Toolkit

Why Nonprofits need an advisor who specializes in Nonprofit Investing

According to the Study of Non-Profit Investing (SONI) analysis, nonprofits with smaller investment funds are underserved and overcharged compared to their larger counterparts.

-Raffa Wealth Management, 2017

Hiring an advisory or consulting firm to take the burden of selecting and monitoring investments, tracking custom benchmarking, and providing on-going support at a reasonable cost could be a key factor in the success of a nonprofit ready to invest.

Investment Policy Development & Review
The Investment Policy Statement is a document that...
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Custom Benchmark Creation
A good tool for monitoring investment performance is...
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Asset Allocation Target Development
Asset Allocation Targets are the roadmap to the...
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Get a Fair Price
The SONI study shows that nonprofits with smaller...
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How to choose the right advisor

Nonprofits with smaller investment accounts don’t always get the services they need for their board members to meet their fiduciary duties. Compare what your advisor provides to this checklist.

Nonprofit Investment Checklist:

☐ Unbiased advice from highly accessible consultants
☐ Fee for Service, rather than commission-driven recommendations
☐ Investment policy reflective of your organization’s goals and mandates
☐ “All-Weather” portfolios
☐ Access to sophisticated, low-cost investments
☐ Internet access to accounts and documentation
☐ Board-friendly reports
☐ Third-party verification through Trade Confirmations, Monthly Statements, Year End Statements, and Tax Forms

☐ Support for investment audits and compliance reporting
☐ Custom Benchmark for organization’s specific portfolio allocation
☐ Sub-account tracking support
☐ Direct access to Mutual Fund Managers
☐ 16-point analysis and easy-to-comprehend explanation of due diligence
☐ One-contact for all investment account questions and implementation of actionable tasks
☐ Simplified instructions and knowledgeable coordination of securities donations
☐ Access to one-on-one or group meetings and training for new board members

If your organization's investments are missing one or more of these items, it's time to upgrade to the Nonprofit Investment Toolkit.

Nonprofit Investment Toolkit

Why Nonprofits should have an investment account

Why Nonprofits need an advisor who specializes in Nonprofit Investing

How to choose the right advisor

Nonprofit Investment Checklist:

Click here to request your FREE consultation today.

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Nonprofit Investment Toolkit

Why Nonprofits should have an investment account

Why Nonprofits need an advisor who specializes in Nonprofit Investing

How to choose the right advisor

Nonprofit Investment Checklist:

Click here to request your FREE consultation today.