REQUEST FOR PROPOSAL
sound risk management, employs a disciplined investment process, reports with transparency and understands non-profits can help your board members satisfy their responsibilities, while giving your donors confidence that you are effectively governed, transparent, accountable, and fiscally responsible. A Request for Proposal is a tool that can satisfy your fiduciary responsibility to employ a financial partner that provides the investment and trust services your organization and donors want. Whether you are looking to secure a financial institution or reviewing your current financial service provider, writing an effective Request for Proposal (RFP) can help make a more informed decision.
STRUCTURE OF AN RFP Establish project boundaries
Identify key stakeholders and advisors
Talk with stakeholders and define your project needs
Draft the RFP
Create your scoring criteria
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