Wispact Corporate Trustee RFP

Two smiling men image for corporate trustee RFP


Wispact, Inc. is a non-profit corporation under section 501(c)(3) with a mission to administer a pool of special needs trusts accounts to improve the lives of Wisconsin residents with disabilities by providing them with more choices, more opportunities, and a better quality of life. Wispact, having experienced tremendous growth in a short time span, is seeking a corporate trustee as the goal of this RFP.

The ideal candidate will provide a due diligence review of Wispact and assist it in answering questions such as, “How can we improve our processes so that beneficiaries are served in the most effective and efficient ways, which leave them worry-free?”

Questions & Timeline

Answers to any questions asked by proposers will be posted on www.wispact.org by August 6th. Also, proposals for this corporate trustee RFP are due back by August 23rd at 5:00 PM CDT.

Wispact’s board will be voting to decide the winner of this RFP and will be announced on October 30, 2019. Then, the winning party will have a contract start date of January 1, 2020.

You can find out more about Wispact and its services by visiting their website.


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Disclosure: The Bid Lab’s Bid Builder service was utilized in the issuance of this RFP.