Effective Advisor RFPs for Nonprofits (Webinar Registration Link)
Nonprofits rely on strong partners to navigate complex investment, governance, and fundraising challenges. However, identifying the right advisor isn’t always straightforward.
Drawing on experience from more than 600 completed requests for proposals (RFPs), CAPTRUST will share a modern, practical approach to help endowments and foundations run an effective search process from start to finish.
When? Wednesday, July 22, 4 -5 p.m.
To register for this webinar, click here.
In this session, Financial Advisor James Ross and Senior Director of Marketing Greg Middleton will share recent trends in advisor searches and what they mean for nonprofits, including:
- Common pitfalls endowment and foundation leaders face during the RFP process
- Best practices for evaluating proposals with clarity and confidence
- Key nonprofit considerations, including governance, board involvement, and mission alignment
Attendees will leave with actionable guidance to streamline the process and select an advisor aligned with their organization’s long-term goals.