Raffa Learning Community
Raffa Learning Community
Raffa Learning Community

Learning Community is the key to success.

*NON-PROFIT EXCLUSIVE: A Framework for Strengthening Your Nonprofit’s Investment Reserve Policies
Nonprofit Executives and their Boards know they must periodically review reserve or investment policies. They don’t always know, however, what’s involved. Through his work on the Study on Nonprofit Investing (SONI), Dennis Gogarty of Raffa Wealth Management has developed an easy-to-follow investment policy framework which will assist nonprofits in developing or strengthening their organization’s policy and procedures.
Raffa Wealth Management
Dennis Gogarty, President
10/10/2017 9:00 AM EST
10/10/2017 10:30 AM EST
Raffa - 1899 L Street, NW, Suite 850, Washington, DC 20036
Breakfast
Nonprofit Investing
2
Group-Live
Participants will leave this session with actionable information that will allow them to develop or improve their investment policy.
Intermediate
No formal prerequisites necessary. Nonprofit executives (ED, CEO, CFO) and board/committee members are encouraged to attend.
None.
No
​"The speaker was able to impart the technical topic in an easily understood manner for those non-tech people attending. He responded to questions well, and helped people understand both the issues and solutions."

Raffa Learning Community Attendee