Early this year we introduced FAR members to SONI (the Study on Nonprofit Investing) and made registration available for member to participate in the survey.  We are now making the results available to all FAR members.  Click here to view the full 2014 SONI report.

The Study on Nonprofit Investing (SONI) is an annual report that enables nonprofits of various sizes and types to learn from each other about how to best manage their nonprofits investments.  In 2014, approximately 300 nonprofit finance executives participated in a survey about their investment polices and portfolio management practices. The results are segmented into several cohorts separated by size and/or nonprofit type.  For more information visit www.npinvesting.org

- Dennis Gogarty, AIF, CFP