Learn the three major parts of a well-thought-out Investment management RFP and download a free RFP template to get started.
Finding an advisor to manage your nonprofit's investments may include issuing a Request for Proposal (RFP). Learn the three major parts of a well-thought-out Investment management RFP and download a free customizable RFP Template to get started.
Embarking on a search for a partner to oversee your nonprofit’s endowment or foundation investments? An RFP can be instrumental. This template guides you in soliciting detailed and relevant responses, aiding you in objectively assessing potential investment advisors.
This guide to creating an RFP for investment management services answers these questions:
Follow this 3-part resource to create a well-thought-out Request for Proposal that helps you get the right information from advisors and sets up your nonprofit to objectively compare each proposal.
When crafting an RFP for investment management services, it is important to provide background about your organization and frame your needs, expectations, and selection process. This ensures you receive responses that are tailored and helps facilitate an efficient evaluation and decision-making process.
Leveraging extensive experience with nonprofit RFPs, we present a succinct set of questions intended to obtain comprehensive information without overburdening respondents and making the evaluation process difficult.
To help ensure prompt delivery of proposals and give advisors confidence in a timely selection process, it’s important to lay out your timeline and expectations.
Now that you know how to draft an effective nonprofit investment management Request for Proposal, use the attached RFP Starter Template as a basic blueprint. To get a digital version of the RFP template that can be easily customized, email us at hello@getecio.com
We’ve helped many nonprofits complete the RFP process and developed a library of helpful RFP resources to make the process easier.
We’d be honored to participate in your RFP. Please send your RFP to hello@getecio.com or submit via our website.
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