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Episode 232: Best Practices for Due Diligence in Grantmaking

Episode 232: Best Practices for Due Diligence in Grantmaking

FromThe ENGAGE Podcast


Episode 232: Best Practices for Due Diligence in Grantmaking

FromThe ENGAGE Podcast

ratings:
Length:
27 minutes
Released:
Jun 3, 2022
Format:
Podcast episode

Description

Why is due diligence 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. 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. Topics covered in this episode: Due diligence models Grant applications and risk identification Governance Financial information, including budgets, financial statements, and IRS Form 990 Information Technology and internal controls Streamlining operations and increasing productivity Resources Webinar: Due Diligence Defined: What ‘Being Compliant’ Really Means for Grantmakers Blackbaud Grantmaking 2022 Thought Leadership Webinar Series Tip Sheet: 15 Questions Foundations Should Ask as Part of Their Grantee Due Diligence Internal Controls Resource Toolkit
Released:
Jun 3, 2022
Format:
Podcast episode

Titles in the series (100)

Subscribe to The sgENGAGE Podcast to hear experts from across the social good community share best practices, tips and must-know trends that will help organizations increase their impact. Formerly called the Raise & Engage Podcast.