Discover free nonprofit investing resources, including policies, guides, and templates, to keep your investment or endowment program running strong.
Finding the right investment advisor can feel overwhelming—but it doesn’t have to be. With experience in hundreds of nonprofit RFPs, we’ve built resources to guide your organization every step of the way—from aligning your board to making the final hire. Ready to find the right partner? Start exploring—or book a quick call with one of our nonprofit investment specialists.
Build Your RFP Strategy
Ask the Right Questions
Invite Advisors
Identify Top Firms
Choose the Right Advisor
Build Your RFP Strategy
Ask the Right Questions
Invite Advisors
Identify Top Firms
Choose the Right Advisor
Learn the three major parts of a well-thought-out Investment management RFP and download a free RFP template to get started.
Find the right investment partner with resources designed to guide your advisor selection process. From an RFP template to experienced advice on evaluating and choosing nonprofit-focused advisors, these tools will help you make informed decisions and build strong advisory relationships.
Discover more helpful templates and guides: