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RFP: Banking

September 8, 2025 | By LFW
Project Description

Leadership Fort Worth seeks to partner with a bank to support the organization’s banking needs, particularly with managing and growing our reserve account.

Organization Background

Leadership Fort Worth (LFW) was established in 1972 as a resource for community leadership succession planning, with the first Leadership Class graduating in 1973. The five founding organizations were the Fort Worth Chamber of Commerce, Fort Worth Junior League, Texas Christian University, Texas Wesleyan University, and the University of Texas at Arlington. Texas Electric, now Oncor, provided needed in-kind support.

Since 1973, LFW has graduated over 4,000 participants across all programs with 1,200+ of those being LeaderKids. Many LFW Alumni are leaders not only in government but a wide variety of volunteer and appointed roles. LFW is among the oldest community leadership development organizations in the country and consists of four programs: LeadershipClass, LeadingEdge, LeaderKids, and LeaderPrime. LFW is a proud member of the Association of Leadership Programs (ALP) and was recognized with its Excellence in Innovation award in 2015.

Leadership Fort Worth celebrated 50 years in 2023 and is led by it’s third Executive Director, Jennifer Treviño, a graduate of LeadershipClass 2009.

Mission: To educate, empower, and connect diverse leaders who serve as catalysts for a vibrant and sustainable community.
Tagline: Providing Fort Worth with diverse and enlightened leadership
Vision: A community where everyone has the opportunity to be a leader and to serve the greater good.
Values: Trusteeship, Diversity, Integrity, Vision and Innovation

Additional organizational information may be found at www.leadershipfortworth.org.

Objectives
  • Partner with a local banking institution who has experience working with organizations our size ($550,000-600,000 annual operating budget) and can help us maximize our resources.
  • Foster banking relationship to support the leadership of LFW including the Executive Director, Treasurer and Finance Committee, other Executive Committee members and collaborate as needed with LFW’s contracted finance and accounting team – WebbCFO.
Firm Requirements
  • Demonstrated work experience with nonprofit organizations and alignment with LFW’s values of trusteeship, diversity, integrity, vision and innovation.
  • Ability to guide LFW to grow resources including future goals of establishing an endowment or similar fund to support the long-term sustainability of LFW.
  • Experience with membership organizations and/or alumni associations preferred.
  • Tarrant County physical presence required; physical preference in Fort Worth preferred.
Timeline

The LFW Executive Director, Treasurer, Finance Committee and Executive Committee will review submitted proposals after the deadline of November 22, 2023 . The goal is to finalize the selected banking partner following the Executive Committee meeting on December 18, 2023.

LFW will partner with the selected banking institution to determine the account transition timeline for December 2023/January 2024.

Project Budget

Not applicable.

Required Proposal Information
  • Summary of services that demonstrates alignment with LFW mission and ability to meet banking needs
  • Experience level of professional team with brief bios including certifications and qualifications. Please identify who our executive primary point of contact will be for the relationship.
  • At least three past client references.
Submission

All proposals are due by 5:00 PM on November 22, 2023 via email to Jennifer Trevino at [email protected]. Questions may also be directed to Jennifer.