Pertaining to expenditures, revenue, cash flow, liabilities, balance sheets, etc.
Community Foundation Purchasing or Restoring Downtown Buildings listserv query
This community foundation listserv query gathers information about getting involved in purchasing and/or restoring downtown buildings.
RFP for Investment Manager
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.
Information Request on 2023 Cost of Living Wage Increases
This information request summarizes CEO responses to a member query about funders' plans for 2023 cost of living wage increases.
RFP for Investment Consulting Services
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.
Investment Advisor RFP Response Scoring Matrix Template
This is a sample scoring matrix for an investment advisor request for proposals.
Montgomery County Community Foundation Investment Manager RFP
This is a sample request for proposals for a community foundation investment manager.