Choosing a New Investment Manager for My Parish: Best Practices

September 17, 2019   7:00 pm – 8:00 pm  EST

When is the last time your church issued a request for a proposal (RFP) for an investment advisor for your endowment or invested funds? Are you required to do so? If so, how often? Does the size of your endowment make a difference? What does an RFP for an endowment fund look like? What questions should you ask, of whom? What is the process of issuing an RFP? These and other questions confront all endowment committees who take seriously their fiduciary responsibility to “manage other people’s money”. Please join ECF’s staff to review the various aspects of doing a successful RFP for managing your assets.