Thanks for downloading our RFP Resources!

You should receive an email with a link to the resource.

As Nonprofit Advisors and Board Members Ourselves, We Know the RFP process. We'd Love to Talk!

We invite you to schedule a complimentary 15-minute conversation with us to ask questions and get guidance on running a successful RFP including:

  • Creating a well-defined RFP process
  • How to ask the right questions
  • Best practices for evaluating proposals

‍

Before you issue your RFP, chat with us about how to take your organization through the process for a successful outcome.
SCHEDULE A Conversation

RFP Timeline

Are you thinking about issuing an investment management RFP to find a new Advisor?

We've helped 100+ nonprofits establish enduring investment programs.

‍

RFP Frequently Asked Questions

Learn more about the process of issuing an RFP

Q. Where can I find an RFP template to help get started

a. If you're looking for an easy to use RFP that can be downloaded and customized for your organization needs, download our resource, How to Create an Investment Management RFP for Nonprofits with Sample RFP Template to get started.

Q. How do I find qualified advisors to send our RFP to

a. Finding the right partner to manage your nonprofit's investment program starts with identify firms that have worked with nonprofits in the past, can work with your board as a fiduciary, and offers services designed to make communication with key stakeholders.

Q. What's the best way to evaluate an RFP

a. To objectively compare each completed RFP, you'll want to use a scoring worksheet that allows you to assign a score for each part of the RFP. We've create an evaluate score card that's included in our, "How to Compare, Evaluate, and Score an Investment Management RFP Using an RFP Evaluation Checklist."

‍

Join Nonprofits Nationwide

Brnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad Logo
Brnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad LogoBrnad Logo

You're in good company!

See why nonprofits are choosing eCIO over traditional wealth advisors.

TALK WITH AN ADVISOR

You're in good company!

See why nonprofits are choosing eCIO over traditional wealth advisors.

TALK WITH AN ADVISOR
Legal
Privacy Policy
Client Relationship Summary
(Form CRS)
Form ADV Part 2A
Form ADV Part 1

By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Service, Data Processing Agreement, and Privacy Policy.

‍

eCIO, Inc (“eCIO”) is a registered investment adviser with the Securities and Exchange Commission, located in Madison, Wisconsin. Registration with the SEC does not imply a certain level of skill, training, endorsement, or approval by the SEC. eCIO may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. eCIO’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of eCIO’s web site on the Internet should not be construed by any consumer and/or prospective client as eCIO’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by eCIO with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of eCIO, please contact the state securities regulators for those states in which eCIO maintains a registration filing. A copy of eCIO’s current written disclosure statement discussing eCIO’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from eCIO upon written request. eCIO does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to eCIO’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Past performance is no guarantee of future results. Investments involve risk and unless otherwise stated, are not guaranteed. Advisory fees do not include third-party custodian fees, brokerage execution costs, or underlying fund expenses (e.g., ETF expense ratios). Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.