Effective Advisor RFPs for Nonprofits (Webinar Recording)
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 shares a modern, practical approach to help endowments and foundations run an effective search process from start to finish.
For a copy of the transcript, click here.
In this session, Financial Advisor James Ross and Senior Director of Marketing Greg Middleton 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
Watch to gain actionable guidance on streamlining the process and selecting an advisor aligned with an organization’s long-term goals.
Additional Resources:
- Effective Advisor RFPs for Nonprofits Presentation
- Endowment and Foundation Advisor RFP Template 2026
- Sample Endowment and Foundation Dashboard
- Sample Investment Policy Statement (Non-Discretionary)
- Sample Investment Policy Statement (Discretionary)