The Samuel S. Fels Fund is seeking proposals from qualified audit firms.
We are seeking audit firms with strong experience serving small private foundations with an endowment and mission-aligned investments (including PRI/MRI) , bring a reputation for audit rigor and attention to detail, and offer a collaborative, highly responsive working style. Firms may be located anywhere in the U.S.
Interested firms should review the full RFP and submit proposals to Uma Viswanathan, uma@samfels.org, by February 13, 2026 at 5:00 PM ET.
Announcement
Request for Proposals: Outsourced Chief Investment Officer (OCIO)
The Samuel S. Fels Fund is seeking proposals from qualified firms to serve as our Outsourced Chief Investment Officer (OCIO).
We are seeking a long-term OCIO partner with demonstrated excellence in fund stewardship, deep expertise in values-aligned investing, a commitment to board and committee education, openness to fresh thinking, and experience with place-based investments in Philadelphia.
Interested firms should review the full RFP and submit proposals by February 13, 2026 at 5:00 PM ET.
We will be hosting Office Hours to answer any questions on January 23. Click here to sign up.
For questions or to engage, please contact Uma Viswanathan (uma@samfels.org) or Nimrit Kang (kangnkgo@gmail.com).
Fels Fund Welcomes Uma Viswanathan as President
Dear Fels Community,
On behalf of the Samuel S. Fels Fund Board, I am pleased to share that the Board has appointed Uma Viswanathan as President. She joined our community today, July 28, 2025.
Read MoreLeadership Transition
Important Message from the Fels Fund Board
Dear Fels Community,
On behalf of the Samuel S. Fels Fund Board, I am writing to share that our President, Sarah Martinez-Helfman, has decided to step down from the foundation in the summer of 2025.
Read MoreMore posts