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Free Template

OCIO Request for Proposal Template

Creating an effective RFP that highlights your organization's priorities in finding an OCIO partner
To skillfully navigate market turbulence, non-profit organizations need intelligent financial guidance aligned with their values, mission, and goals. To meet this need, an increasing number of non-profits are exploring the services of OCIOs. Because choosing the right OCIO can be a complex process, instituting an effective request for proposal (RFP) process is a crucial step in finding the right partner. While each non-profit has different goals, priorities, and expectations, there are some common threads that are important in crafting an OCIO RFP. Download this template for Verger's thoughts.

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