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This is a sample investment manager request for proposals from the Community Foundation of Northeast Alabama, which seeks proposals to provide investment management services. The foundation uses the Outsourced Chief Investment Officer (OCIO) model.
This is a sample request for proposals from the Community Foundation of Grant County, Indiana, which is seeking proposals from investment consultants to provide consulting services to the foundation’s Finance Committee. Services would include investment policy amendments and revisions, strategic and tactical investment advice, manager searches and selections, quarterly performance measurement and analysis, monitoring for compliance with investment policy, comparison to peers and educational workshops.
This is a sample investment policy from the Licking County Foundation.
This is a sample request for proposals for a community foundation investment manager.
This is a sample scoring matrix for an investment advisor request for proposals.
Connect with fellow Ohio funders about the challenges and possibilities and identify opportunities to collaborate. Get the mentoring and training you need and be reassured you’re doing things in the best way possible. You have the ability to become the funder you envision and seek to be.
Leading and supporting philanthropic work to center racial equity, we bring training, tools, inspiration and conversations to our members, holding space for peer sharing and cohort learning and expanding to include other marginalized identities and issues.
Elevate your work, grow in your career, exercise your leadership and demonstrate your expertise among your peers. When you join a committee, connect with a peer group or participate in a policy initiative, not only are you giving back to the sector, but you’re also gaining valuable skills and relationships.