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Sample RFP & Scorecard

March 15, 2026
Sample RFP & Scorecard

Non-profits should conduct an RFP at least every five years to ensure your investment manager stays aligned with your goals and mission. Our RFP Toolkit makes it easy to get started.

Sample RFP
A ready-to-use template with the right questions to ask potential investment advisors.

RFP Scorecard
A simple rubric for evaluating and comparing candidates with confidence.

 


We can help

Advance your mission by partnering with a team that provides a mix of investment management, fundraising support, board & staff education, and more. Explore our specialized services for non-profits and learn how we can partner with your organization.

Learn more

Submit an RFP

If your organization is exploring a new investment manager and advisory partner, we would welcome the opportunity to be considered in your search process and learn more about your organization and its mission.

Sumbit an RFP

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Financial Planning Investing Non-Profits

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