Five Questions a Non-Profit Should Ask When Soliciting a Request for Proposal (RFP)
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Non-profit organizations that are fortunate enough to have surplus capital beyond their typical reserves to meet daily capital expenses and expenditures for the next 12-24 months may consider setting up an investment account. An appropriate step towards opening this type of account would be to create a Request for Proposal (RFP) and disseminate it to advisory firms who have a dedicated non-profit investment advisory division.
This video will provide a framework of five important areas that non-profits should include when they are soliciting an (RFP) along with some items that should be addressed in each area.