2020 Investment RFP

The online proposal will open at 12:00 AM (eastern) on Wednesday, July 1, 2020, and will close at 11:59 PM (eastern) on Wednesday, September 30, 2020.

2020 Investment RFP

The Community Foundation of Grant County, Indiana is seeking proposals from investment consultants to provide consulting services to the Community Foundation’s Finance Committee.

The Community Foundation is not liable for any costs incurred in the preparation and presentation of proposals. The Community Foundation reserves the right to reject any or all proposals and to contract in the best interest of the Community Foundation. During the evaluation process, the Community Foundation may, at its discretion, request any one or all firms to make oral presentations. Not all firms may be asked to make such oral presentations. The Community Foundation reserves the right to request additional information from any or all firms to assist in its evaluation process. It is expected that no proposing firm will contact any Community Foundation board member, committee member, or team member during the proposal period, June 30 through November 30, 2020. Communications with current or past members of the Community Foundation’s board of directors, its committees, or team will be deemed as a conflict of interest, and may result in the disqualification of a proposal. All representations, including fees, made by the proposing firm shall be in effect for a minimum of 120 days after the Committee makes its decision. The Community Foundation will make its decision based upon all information submitted, and will not rely solely on the lowest bid.

Also note, this RFP is by invitation only. Please do not mail or email marketing materials to the Community Foundation. 

Current Investment and Spending Policy

March 31, 2020 Report Summary

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