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Investment Management Request for Proposals: Everything You Need to Know

Effective philanthropy is sustained and powered by prudent investment of the assets you are dedicating for philanthropic purposes. A request for proposal (RFP) is a document, often a questionnaire, that lets you compare investment service offerings, performance, fees, and other value-add services. Whether you’re looking for an investment service provider for the first time, planning... Read More

Recapping Our 2023 Annual Conference in Baltimore

“When philanthropy partners, communities prosper.” This theme resounded throughout our 2023 Annual Conference, where members from all 50 states and every type of community gathered with 500+ peers in Baltimore’s Inner Harbor to learn and make meaningful connections. Here are some highlights from the event: Creating Lasting Impact In our opening plenary, Wizipan Little Elk Garriott,... Read More