Please Join Us for the 1st Annual Skills Builders Lunch
July 11, 2019 from 12-1:30 P.M at the VSDB Chapel
Space is limited, so please reserve your seat today.
You can learn more about this event and make your reservation by clicking below.
Request for Proposals for Investment Management Support
VSDB (Virginia School for the Deaf and Blind) Foundation
The VSDB Foundation (the Foundation) is seeking an Investment Management firm to manage the funds of the foundation. The purpose of this Request for Proposal (RFP) that will be widely circulated and available to interested companies. The Board will use responses to the RFP to select the three most promising firms for oral presentations to the board. The Board will select an Investment Manager based on the written proposals and the oral presentations.
VSDB was established by an act of the Virginia General Assembly on March 31, 1838. It is located on E. Beverley, Staunton, VA, 24401. VSDB provides a quality education for students with sensory impairments. Each child is valued as a unique individual, treated with dignity, in an atmosphere where individual differences are celebrated. We endeavor to instill in all students the intrinsic value of learning.
The VSDB Foundation is a non-stock corporation duly formed under the provisions of the Virginia Non-stock Corporation Act, Chapter 10, Title 13.1 of the Code of Virginia. The purpose of the Foundation is to advance VSDB educational efforts by providing resources to enhance educational activities that support the needs of the students at VSDB and the larger community of potential students and graduates.
The Foundation currently has a $5.4-5.7 million portfolio under professional management. The Board is seeking an Investment Manager that can help the Foundation manage its portfolio and grow as donations increase by providing:
Sound Investment Strategies that will help the Foundation:
Establish a realistic risk profile for the Foundation
Earn a reasonable rate of return compatible with its risk profile
Develop an investment portfolio compatible with the investment objectives and risk profile.
Obtain access to funds when needed. Local corporate office is preferred.
Regular portfolio communication for Foundation board meetings and annual on-site presentation to the Foundation board.
Responses to this RFP should describe your firm’s approach to helping the Foundation develop sound investment strategies and the criteria you believe are important for selecting your firm as an investment manager.
Responses to this RFP shall not exceed six (6) pages, including cover letter, discussion and contact information. Please submit any questions you have and your responses to the RFP electronically to Debbie Burns at email@example.com. Responses should be in MS Word or PDF without graphics. Deadline to submit your RFP is close of business on Thursday, June 20, 2019.
Help GROW unique programming, enable students to DO extracurricular and enrichment activities, and BECOME successful graduates of VSDB .
The purpose of the Foundation is to advance VSDB educational efforts by providing resources to enhance educational activities that support the needs of the students at VSDB and the larger community of potential students and graduates.