RFP Resources

Discover free nonprofit investing resources, including policies, guides, and templates, to keep your investment or endowment program running strong.

Find the right investment partner with resources designed to guide your advisor selection process.

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Nonprofit Investing RFP Resources

Get Help Selecting the Right Advisor

Find the right investment partner with resources designed to guide your advisor selection process. From an RFP template to experienced advice on evaluating and choosing nonprofit-focused advisors, these tools will help you make informed decisions and build strong advisory relationships.

View Additional Resources

Discover more helpful templates and guides:

  • Investments
    Access practical guides and expert insights to develop a tailored investment strategy that aligns with your nonprofit’s goals. View resources
  • Governance
    Explore essential tools and best practices to help your nonprofit strengthen governance, enhance transparency, and maintain compliance. View resources
  • Other Resources
    Discover a variety of helpful tools and materials that complement your nonprofit’s operations. View Resources

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