The ASAE Foundation, in collaboration with ORION Investment Advisors, is currently surveying association executives nationwide to gather, analyze and then share information on the policies, procedures and performance of association reserve funds. This important new study will enable your organization more effectively govern and evaluate its investment practices.

The goal is to build and make available to association Boards, committees and staff, a comprehensive set of data which will form invaluable benchmarks and guidance towards  best-practices of these important assets.  As with any important research project, a strong response rate will create a more useful resource, for your organization and for associations of all types and sizes.

If you are an ASAE member, you should be receiving an email directly from ASAE with a link to participate.  If you’re not a member, or did not get the survey, please email Chelsea Killam at CKillam@asaecenter.org and request a link. 

The survey should take less than 10 minutes to complete and organizations who respond will receive a free summary of the analysis which will come from the study.  ASAE recognizes that certain questions may require the assistance of your outside investment advisor, and they’ve prepared materials to help you obtain and integrate those responses seamlessly. 

We all know the challenges facing associations: the “new economy”, increasing competition for members’ attention and funds and the resulting need to evaluateundefinedand in many cases retool-- membership and revenue models. Healthy and well-managed reserves are playing an increasingly important role to the vitality and viability of associations.