Request For Proposal

Save time and take the pain out of appointing the right advisers for your charity

As a Trustee or senior leader with a busy schedule, having time to find the right professional support for your charity can be a challenge…

  • Perhaps you need help to get more from your investments or review your auditor.
  • Perhaps you need ongoing accountancy, insurance, or legal expertise.
  • Perhaps you need trusted specialists to call on when a problem, crisis or opportunity arises.


Whatever your situation, finding the right professional, asking them the appropriate questions, and receiving clear proposals to easily compare is usually complex, time consuming or even stressful.

Not anymore.

Welcome to our RFP service…
The Charity Intelligence Request For Proposal (RFP) is a new, free service that helps you easily match your charity’s requirements with the right professional support to get the best results first time.

The new RFP:

  • Matches you to potential suppliers based on your specific needs
  • Gives you the right questions to ask them, built on more than 40 years’ collective experience in the charity sector
  • Covers over 60 vetted adviser firms that specialise in helping charities
  • Sends you complete, comparable proposals from as many specialists as you like
  • Provides a way for your leadership team or board to complete a fair and objective evaluation before choosing the specialist that’s right for you, quickly and easily
  • Offers a clear audit trail, documenting a fair and transparent process that demonstrates the highest standards of governance and meets the expectations of regulators and others.

Save time and take the pain out of appointing the right specialists to help your charity achieve its goals and have the greatest impact possible.

Contact us now to find out more.

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