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The Alternative to an Investment Management RFP

Learn a simplified approach to selecting a nonprofit investment advisor without the hassles of a formal investment management RFP.

RFP Resources for Hiring a Nonprofit Investment Advisor

Are you seeking a nonprofit investment advisor to oversee your organization’s investment program? Access these beneficial resources, such as an investment advisor RFP template and proposal assessment sheet, to simplify the process of interviewing, evaluating, and appointing an investment advisor.

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The Alternative to an Investment Management RFP

Learn a simplified approach to selecting a nonprofit investment advisor without the hassles of a formal investment management RFP.

Should You Issue an RFP to Select Your Next Nonprofit Investment Advisor?

Understand the pros and cons of issuing a formal Request for Proposal in the search for your next nonprofit investment advisor.

5 Pitfalls to Avoid When Issuing an Investment Management RFP

Learn the biggest mistakes nonprofits make when they issue an RFP for investment management services.

How to Compare, Evaluate, and Score an Investment Management RFP Using an RFP Evaluation Checklist

Download a checklist to objectively compare and score RFP responses, assisting your board in finding the ideal partner to steward your assets and oversee your organization’s investments.

How to Create an Investment Management RFP for Nonprofits with RFP Template

Learn the three major parts of a well-thought-out Investment management RFP and download a free RFP template to get started.