​Having a problem with our online RFP form? You can email a request for proposal to [email protected] or give us a call at  800-321-2322.

Here is what to expect next:

1. Our nonprofit investment team will review and discuss your RFP documents.
2. Our nonprofit investment team will identify key individuals best suited to serve your organization based on the details provided.
3. We will respond thoughtfully to each question and describe our client-centric process.
4. Your board or committee will review and compare our responses to other investment advisors to determine the best fit for your organization.
5. Upon request, Carnegie will meet with the board or committee via video conference or in person.