---
title: "RFP- Investment Firm"
id: "60536"
type: "post"
slug: "rfp-investment-firm"
published_at: "2010-03-30T09:00:00+00:00"
modified_at: "2026-11-04T19:19:52+00:00"
url: "https://associationsnow.com/2010/03/30/rfp-investment-firm/"
markdown_url: "https://associationsnow.com/2010/03/30/rfp-investment-firm.md"
excerpt: "A request for proposal questionnaire for selecting an investment management or advisory firm, asking about ownership, business focus, nonprofit experience, services, key personnel, and client references."
taxonomy_category:
  - "Business Development"
taxonomy_post_tag:
  - "Client Services"
  - "investment"
  - "PDF"
  - "proposal"
  - "The Sample Center"
taxonomy_content_format:
  - "Templates"
taxonomy_role:
  - "C-Level"
  - "VP"
taxonomy_persona:
  - "Executive Leadership"
---

[Home](https://associationsnow.com/)
 » [Templates](https://associationsnow.com/format/templates/)
 » RFP- Investment Firm

## This content is available to ASAE members

Log in as a member to view this content. Not a member yet? Join ASAE to unlock this and thousands of other tools, templates, and resources.

[Join ASAE (opens in a new tab)](https://my.asaecenter.org/select-a-membership-type/)

[Login](/login)

[Fred Leamnson](https://associationsnow.com/author/fred-leamnson/)

[More articles by this author](https://associationsnow.com/author/fred-leamnson/)

Tags: [#Client Services](https://associationsnow.com/tag/client-services/)
 [#investment](https://associationsnow.com/tag/investment/)
 [#PDF](https://associationsnow.com/tag/pdf/)
 [#proposal](https://associationsnow.com/tag/proposal/)
 [#The Sample Center](https://associationsnow.com/tag/the-sample-center/)

**Stay Informed**

[Subscribe to our free newsletter](https://associationsnow.com/newsletter/)
, *Associations Now Daily News*, to find out what’s happening in the association world every business day.

## You Might Like

- [ArticleVenture Capital Fund Looks to Help Associations Boost Revenue-Producing ProductsJuly 7, 2021](https://associationsnow.com/2021/07/07/venture-capital-fund-looks-to-help-associations-boost-revenue-producing-products/)
- [ArticleBeyond Dues Dependency: A Strategic Approach to Nondues RevenueOctober 27, 2026](https://associationsnow.com/2026/10/27/beyond-dues-dependency-a-strategic-approach-to-nondues-revenue/)
- [ArticleThree Tips for Making a Grant EffectiveOctober 13, 2026](https://associationsnow.com/2026/10/13/three-tips-for-making-a-grant-effective/)
- [ArticleData: More Investment in AIMarch 5, 2020](https://associationsnow.com/2020/03/05/data-more-investment-in-ai/)

## Comments

**Comments are for ASAE members.** [Learn more about comments on this site.](https://associationsnow.com/comments/)

[Log in](https://associationsnow.com/login?redirect_to=https%3A%2F%2Fassociationsnow.com%2F2010%2F03%2F30%2Frfp-investment-firm%2F%23comments)
 to your member account or [join ASAE](https://my.asaecenter.org/select-a-membership-type/)
!