Request for Proposals
For Investment Management Services
July 30, 2010
The Board of Trustees of the Community Foundation - Boulder County (TCF) is seeking proposals from qualified firms to provide investment management services. Following is information on the organization, a list of required characteristics of all respondents, a definition of the scope of the services sought and a survey section providing respondents an opportunity to communicate their firm’s culture, philosophy, strategies, tactics and historical performance.
The Community Foundation partners closely with professional advisors to help their clients practice meaningful philanthropy with maximum tax benefit.
Many clients find starting a donor-advised fund with The Community Foundation a hassle-free and less expensive alternative to establishing a private foundation, and many find making a gift to The Community Trust a highly leveraged way to make a difference in Boulder County. These are two examples of giving options at The Community Foundation, and whether a client chooses one of these options or another, a variety of different assets can be used to make a gift. Our goal is to bring philanthropic expertise, personalized service, and flexibility to meet your client’s needs.
