November 2023 Resources

What should I know about the investment management RFP process?

November 29, 2023 Hannah Smith /

A request for proposal (RFP) lets you compare investment service offerings, performance, fees, and other value-add services. To learn more, check out this recent blog: Investment Management Request for Proposals: Everything You Need to Know » Read More

What makes a phenomenal foundation executive director?

November 1, 2023 Hannah Smith / General Questions

From masterful communicators to continual learners, phenomenal foundation executive directors share a number of characteristics and skills. See this member resource to learn what they are » Don’t Miss Out on Our Executive Directors Virtual Roundtable! November 15, 2023 | 2:00 pm – 3:00 pm ET Are you the foundation’s executive director or CEO by... Read More