Finance

This collection provides sample RFPs for potential investment managers.

This Midwest Series Partnership program outlines the best practices you need to know to establish strong financial processes and identify opportunities for improvement in your foundation or grantmaking organization.

This webinar, presented by Daniel Meges of Clearstead, provides insights on the 2025 economic and market conditions to inform your investment and philanthropic strategies.

At the 2024 Philanthropy Ohio Community Foundation Leaders gathering, attendees wanted to know more about fee structures for funds held by Ohio community foundations. Philanthropy Ohio launched a very short survey to provide members with this information and research, and the results can be downloaded from the Excel link.

This listserv query shares examples of family foundation document retention policies as well as samples from other organization types.

This webinar, presented by David Greco of Social Sector Partners, will help you analyze audits, IRS Form 990s and other financial documents to identify the key pieces of financial data you need to analyze the financial health of nonprofit organizations and make better grantmaking decisions

This community foundation listserv query gathers information about getting involved in purchasing and/or restoring downtown buildings.

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 scoring matrix for an investment advisor request for proposals.