Community Stories

Investment Management Services Request for Proposals (RFP)

The Foundation is seeking proposals from investment management firms to provide professional investment management services. Submissions are due Sep. 8.

About the Community Foundation of South Puget Sound

The Community Foundation of South Puget Sound is seeking an investment management firm to provide professional investment management services. The investment management firm will implement an investment strategy that aligns with the Foundation's mission and values while maximizing returns to support the Foundation's charitable giving activities. The RFP process is something the Community Foundation does periodically as a part of its due diligence and is, therefore, not presumptive of a problem. 

We approach our work with a long-term time horizon. Our values of community engagement; diversity, equity, & inclusion; impact; and integrity are at the core of how we go about our work and what make our vision possible. Read more about us on our website at www.thecommunityfoundation.com and our 2022 Annual Report.

Click here to download the Request for Proposal to learn more about this opportunity.

Important Dates

  • Deadline for submissions: Friday, September 8, 2023 at 5:00 pm
  • Inquiry Deadline: Friday, August 11, 2023 at 5:00 pm
  • Inquiry responses will be published no later than Friday, August 18, 2023 at 5:00 pm
  • Finalist Interviews: Monday, October 16, 2023, between 11:30am and 1:30 pm

Published Inquiry Responses

Thank you to all who have shown an interest in our open RFP! We are pleased to share the answers to the inquiries below and look forward to your proposals.

Click here to download a copy of the published inquiry responses (PDF).

Questions?

Our friendly and knowledgeable staff is always happy to help. If you have any questions about this RFP, please contact Susan Adams (she/her), Finance & Operations Officer, at finance@thecommunityfoundation.com. Be sure to submit your questions to Susan by Friday, August 11, 2023, at 5:00 pm. Answers will be published Friday, August 18, 2023, no later than 5:00 pm.

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