Navigating the RFP Process

Get instant access to this free 30‑minute webinar.

Plus, get copies of our sample RFP and RFP scorecard you can put to use today.

Watch now

Webinar Overview

The RFP process can seem like a daunting task for organizations that already have a laundry‑list of to‑dos on their plate, but it is critical to conduct regular evaluations of your investment advisor in order to be a good fiduciary. We're here to help simplify the process by providing tips, tricks, and advice to help your organization find the best fit in an investment advisor.

What we'll discuss

blue-checkmark How to evaluate your investment advisor
blue-checkmark Ways to characterize the search for an investment advisor
blue-checkmark Important questions to ask in the RFP
blue-checkmark How your investment committee can arrive at a consensus
blue-checkmark Common mistakes we see during the RFP process



Nicholas Cintineo, CFA, CIPM

Senior Investment Consultant,
Manning & Napier


Annie Dear

Senior Marketing Strategist,
Manning & Napier

Three reasons to conduct an RFP this year


After the last few (eventful) years – have your goals changed? And is your current manager capable of delivering results to meet them?


Enable alignment and engagement between your organization and its advisor. Communication is key to having a successful partnership, does your investment committee require frequent updates?


The best practice is to evaluate your manager every 3 to 5 years to ensure the advisor is meeting expectations. How is yours doing?


Fundraising 101: A Guide for Fundraising & Development Professionals

Designed to give fundraisers a better understanding of how to strengthen their strategies to attract, cultivate, and retain donors over time, you'll get tips and tricks to help you start enhancing your development program today.


Keeping Your Board & Staff Engaged

Get tips on how to enhance fundraising skills, develop spending rules and policies, set objectives and guidelines for your organization’s portfolio, be fluent in fiduciary responsibility, and understand how market context can help make informed decisions in this free guidebook.


Who we are

Endowment and foundation investments serve an important purpose, and we don't take your goals lightly. With decades of experience working with non-profits, we understand the challenges you face and will surround you with the resources you need to succeed.

Get to know us

Follow us

We deliver our big ideas straight to your feed! Follow along for a variety of investment and personal finance insights, plus firm updates and community involvement.

Subscribe to receive email updates when new insights are available