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.

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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.

Download

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.