Request for a Proposal (RFP) for your Endowment

How, when and why issue an RFP for your Endowment Funds?

When is the last time your church issued a request for a proposal (RFP) for an investment advisor for your endowment 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.”

The documents below will help answer your questions about an RFP.

We wish you great success as you conduct your RFP. If you have questions or would like to discuss elements of your RFP, or need help, please contact ECF at (800) 697-2858 or

Basics of an RFP
Stages of the RFP Process
Standard Elements of an RFP
Typical Questions in an RFP