LibGuides: Due Diligence: Due Diligence

Due Diligence Tools

The Due Diligence Tool - Liza Culick, Kristen Godard and Natasha Terk
For use in pre-grant assessment.
The "Due Diligence Tool" represents a blending of best practices from a variety of foundations from around the country.
Published by La Piana Associates, INC and Grantmakers for Effective Organizations
What Does Effective Due Diligence Look Like? - Grantmakers for Effective Organizations
Due diligence refers to the process through which a grantmaker learns more about an organization’s financial and organizational health, mission, priorities and strategies to help to guide a grantmaking decision.
Due-Diligence Guide to Support Systems‑Change Leaders - BridgeSpan Group
BridgeSpan Group shares an alternative due diligence approach tailored to work that is evolving and adaptive in nature.

Due Diligence Done Well - La Piana Consults and Grantmakers for Effective Organizations
This guide is based on one of GEO’s most popular publications, The Due Diligence Tool. Originally published in 2004 with support from the David and Lucile Packard Foundation, the tool has been used by numerous grantmakers as a primer and a guidebook to the process of gathering information about prospective grantees during pre-grant assessment. The tool also has been integrated into the standard curriculum in a variety of grantmaker education programs.
GUIDE TO STREAMLINING SERIES Due Diligence - Project Streamline and Grants Managers Network
What can funders do to improve their grant application and reporting processes, reduce the burden on nonprofits, and free up more time for mission-critical activities? How can grantseekers support these efforts? Project Streamline has worked with leaders in grantmaking and nonprofit organizations to identify challenges, propose solutions and develop resources to help you streamline.

Due Diligence in Grantmaking, Part I - TechSoup
Part I examines the meaning of the term, with an overview of how it applies specifically to U.S. funders and international grantees.
Due Diligence in Grantmaking, Part II - TechSoup
Part II is intended to serve as a resource guide for grantmakers seeking guidance on starting and maintaining a basic due diligence program.
Due Diligence in Grantmaking, Part III - TechSoup
Part III examines the obstacles and opportunities that due diligence presents for the sector, with a particular focus on international grantmaking in the humanitarian and development sectors.

For more practical advice on how to conduct effective due diligence, review the Bridgespan Group's Donor Decision Tool for Nonprofit Due Diligence.
A philanthropist's due diligence should not be clouded by inherent biases. Prepare against that by reading the 5 Sources of Bias in a Grant Application Review Process.
To facilitate philanthropic due diligence, the William & Flora Hewlett Foundation developed a guide and comprehensive database of organization capacity assessment tools.

A Practical Guide to Outcome Focused Grantmaking - William and Flora Hewlett Foundation
“A Practical Guide to Outcome-Focused Philanthropy” reflects the collective experience of staff at the William and Flora Hewlett Foundation, incorporating input from colleagues across the organization about what has – and has not – worked in their grantmaking.

Due Diligence Questionnaire - Milken Institute Center for Strategic Philanthropy
Refer to CSP's due diligence questionnaire to facilitate your assessment process.
15 Questions Foundations Should Ask as Part of Their Grantee Due Diligence - ELIZABETH GOUSSE BALLOTTE
By completing some basic due diligence, you can gain valuable insight
into the level of alignment between your foundation’s mission and your potential grantees’ objectives.