You are seated next to a new Board member of a Non-Profit organization who is flying to her first board meeting. During your early discussions, you learn that two topics up for discussion at the meeting will be (1) how to set up 403(b) investment options under some new Fiduciary Rule that was proposed, albeit not finally implemented, but still considered by many as best practices, and (2) the responsibilities to manage the organizations endowment portfolio in light of a very large new $100 million gift. You also learn that they will be developing and RFI for the purpose of identifying and selecting a new investment manager in light of these events.

What key information about these topics do you want to share with your fellow passenger during the flight prior to handing her your business card before landing so youre included in the RFI?