A formal request for proposals (“RFP”) can be a valuable tool to collect information from qualified providers and to compare those proposals in an objective manner. It’s often helpful to refer to a sample list of questions when formulating your own.  You may refer to our Sample RFP Questions for Nonprofit Institutions for guidance.  If you need more detailed information on the process, our expert, Michelle Hong, has written the white paper, “Managing the Search for an Investment Advisor.”

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