ON-DEMAND WEBINAR FOR NON-PROFITS
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
How to evaluate your investment advisor | |
Ways to characterize the search for an investment advisor | |
Important questions to ask in the RFP |
How your investment committee can arrive at a consensus | |
Common mistakes we see during the RFP process |
Speakers
Nicholas Cintineo, CFA, CIPM
Senior Investment Consultant,
Manning & Napier
Annie Dear
Senior Marketing Strategist,
Manning & Napier
Three reasons to conduct an RFP this year
MEET YOUR GOALS
After the last few (eventful) years – have your goals changed? And is your current manager capable of delivering results to meet them?
GAIN ALIGNMENT
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?
IT'S TIME
The best practice is to evaluate your manager every 3 to 5 years to ensure the advisor is meeting expectations. How is yours doing?
Additional resources for non-profits
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.
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.