Episode 232: Best Practices for Due Diligence in Grantmaking

<p>Why is <a href= "https://npengage.com/foundations/due-diligence-best-practices-for-grantmakers/"> due diligence</a> important in grantmaking organizations? The process of satisfying legal requirements impacts many areas within an organization— mission alignment, stewardship, duty of care, reputation, outcomes & impact, and overall effectiveness to name a few.</p> <p>In this episode, learn from Elizabeth (Liz) Gousse Ballotte, principal at PKF O’Connor Davies, about what the staff at grantmaking organizations need to know to be compliant.</p> <p>Topics covered in this episode:</p> <ul> <li>Due diligence models</li> <li>Grant applications and risk identification</li> <li>Governance</li> <li>Financial information, including budgets, financial statements, and IRS Form 990</li> <li>Information Technology and internal controls</li> <li>Streamlining operations and increasing productivity</li> </ul> <p><strong>Resources</strong></p> <ul> <li>Webinar: <a href= "https://event.on24.com/wcc/r/3736919/4FB71B2B8345ED41B307C6BC06D67A4F?_ga=2.226304538.1626400159.1654004173-177067459.1649949351"> Due Diligence Defined: What ‘Being Compliant’ Really Means for Grantmakers</a></li> <li><a href= "https://hello.blackbaud.com/GM-2022-WB-Thought-Leadership-13151-Registration.html?_ga=2.193285805.1626400159.1654004173-177067459.1649949351"> Blackbaud Grantmaking 2022 Thought Leadership Webinar Series</a></li> <li>Tip Sheet: <a href= "https://www.blackbaud.com/industry-insights/resources/foundations/grantmaker-due-diligence-questionnaire"> 15 Questions Foundations Should Ask as Part of Their Grantee Due Diligence</a></li> <li><a href= "https://www.blackbaud.com/industry-insights/resources/accounting/internal-controls-toolkit"> Internal Controls Resource Toolkit</a></li> </ul>