RFP C1693 - Planned Giving Consultant

The Fashion Institute of Technology (FIT) is seeking a planned giving consultant or agency to design, launch, and guide the implementation of a comprehensive planned giving program for the FIT Foundation. The goal is to establish a framework for planned giving as a central component of the Foundation's long-term fundraising strategy. Here are the key points from the Request for Proposal (RFP) document: **Proposal Submission:** * Proposals must be submitted electronically in PDF format to [email protected] by December 5, 2025, at 1:00 PM. * Late proposals will not be considered. **Scope of Work:** * The consultant will design, launch, and guide the implementation of a comprehensive planned giving program. * The program will include creating a overall strategy, introducing and advising on planned giving vehicles, developing donor education and engagement strategies, and providing training and capacity building for staff, board members, and volunteers. **Requirements:** * The consultant must have at least 5 years of experience in the planned giving sector. * The consultant must demonstrate expertise in planned giving, including a core business process for staying current with planned giving vehicles and programs and industry best practices. * The consultant must provide detailed information regarding their qualifications, including samples of work, client lists, and financial statements. **Evaluation Criteria:** * The proposal will be evaluated based on the consultant's experience, expertise, and qualifications. * The consultant's ability to provide a comprehensive planned giving program, including strategy, implementation, and evaluation, will be considered. * The consultant's experience working with higher education institutions, non-profit organizations, and cultural institutions will be considered. **Timeline:** * RFP release date: November 7, 2025 * Last day for receipt of written questions: November 17, 2025 * Proposal due date: December 5, 2025, at 1:00 PM * Selection of consultant: Mid-late January 2026 * Commencement of work: Upon contract signing **Attachment A:** * The consultant must provide a minimum of three references for completed projects of similar size and scope. * The reference sheet must include contact information, project name, project cost, and project start and end dates. * The consultant must also provide information on the quality of work, site maintenance, scheduling, cooperation, safety standards, permits, and other relevant factors.