How does your money management stack up?

Here’s a chance to contribute to a study on nonprofit investment policies and performance – and get an inside look at the results for free. Raffa Wealth Management has launched The Study on Nonprofit Investing to identify best practices in money management at charities, public foundations and trade associations.

The deadline to register to take Raffa’s 10- to 15-minute survey is January 18. Raffa says participants will be able to download the full report when it is completed soon after the end of February. This will be the first in an annual series of money management surveys for nonprofits, according to Raffa.

In her last post, Gayle wrote about benchmarking – the practice of measuring your  organization’s performance against information from peers and learning from their best practices. Gayle pointed out how difficult it can sometimes be to get comparable information. In this case, you only have to take an email survey and Raffa will do the rest.

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