Writing an Effective Request for Proposal INT1346-Digital



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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