Request for Proposals for Administrative services

Issue Date: June 13, 2025

Deadline for Questions: June 20, 2025

Response Deadline: July 11, 2025 5:00pm

Contract Start Date: Immediately upon award

The Alternatives Foundation (“TAF”) is seeking proposals from qualified firms to provide comprehensive outsourced administrative and operational services. The selected firm will be responsible for managing a wide range of administrative, financial, marketing, and strategic support functions necessary to advance TAF’s mission, under the direction and supervision of TAF’s leadership.

The selected provider will be expected to deliver the following services for which the costs for all services will be inclusive:

· Day-to-day administrative services

· Bookkeeping, budgeting, and financial planning

· Coordination of independent audits

· Processing of contributions and distributions for donor accounts

· Customer service for college and university leadership and philanthropy teams as well as  donor support

· Provide for preparation and filing of tax returns and other regulatory reports working with accounting and legal professionals.

· Contract and monitor billing for any external legal or accounting advisors separately billed to TAF for these purposes 

· Administration and reporting for individual donor accounts

· Charitable planning support

· Curriculum development and delivery of training for university development officers on alternative assets to include private equity, venture capital and closely held business interests. The curriculum should educate the development officers on the PE and VC industries, terminology used, usage of alternative assets in philanthropy, and risks for nonprofits in accepting alternative assets. 

· Development and execution of marketing strategies for TAF and development of marketing strategies for the colleges and universities TAF serves. 

· Public relations and media outreach

· Content creation for websites, newsletters, and social media

· Planning and preparation of community outreach and special events

· Suggest and research on candidates for development and organization of the TAF Advisory Board

· Identification of high-impact board members and optimization of volunteer engagement

· Participation as observers in board meetings and provision of board support

· Asset management, including the liquidation of non-cash charitable gifts in accordance with TAF policies

· Risk management strategies for illiquid or complex asset donations

· Educational content to help promote non-cash charitable giving

· Provide research, assistance, guidance and implementation assistance  (as approved by TAF) cash and investment policies

· Ensure that all implementation occurs in accordance with TAF’s oversight and control

· Provide an unsecured line of credit up to $500,000, at or below market interest rates, to TAF.

TAF operates under a cash reserve policy. All payment for approved service fees shall accrue, at TAF’s option,  until the earlier to occur of such time that TAF has sufficient unrestricted cash on hand to make payment, or the board approves payment terms. 

The initial contract term will be three (3) years. Thereafter, the agreement will automatically renew for successive 12-month terms unless either party gives not less than 90 days' written notice prior to the end of the then-current term.

Respondents must submit a proposal that includes:

1. Executive Summary

2. Detailed Description of Services – Addressing all items outlined in the Scope of Services

3. Organizational Background and Team Qualifications

4. Fee Structure – Including rates, flat fees, and line of credit terms

· Demonstrated ability to perform the requested services

· Experience with nonprofits and donor-advised funds

· Quality and depth of team and proposed service model

· Fee competitiveness and payment flexibility

· Availability of a line of credit and evaluation of  proposed terms

· Cultural fit with TAF’s mission and values

All proposals must be submitted electronically by 5:00pm central on July 11, 2005 to: BOD@thealternativesfoundation.org

Questions may be submitted in writing to the same address no later than June 20, 2025 at 5:00pm central.