SONI is a peer benchmarking survey that provides valuable insights on nonprofit investment policies, fees, and returns. Last year, over 700 nonprofits participated.
Participation in SONI calls for nonprofit executives to complete a short survey about their investments and investment-related policies. The survey should only take 5-10 minutes to complete and will close on February 28th.
Nonprofit participants will receive the full SONI analysis/key takeaway report at no cost when it is published in April. Segmented by nonprofit type (associations, public charities, and foundations) and budget size, the SONI report helps verify that your policies are normal and that your fees and returns are in-line with similar organizations. Nonprofit executives use this report to facilitate discussion with their boards and investment committees.
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