Webinar Replay: Best Practices in Grantee Due Diligence

For most foundations, grantmaking is a major expenditure, which quite often can be very substantial. For this reason, it is critical to undertake thorough due diligence into prospective grantees. In this webinar, our experts examine the ways in which foundations can identify critical attributes and assess alignment between the foundation’s mission and grantee goals.

Webinar Replay Here

Key Topics:

  • Backdrop and Overview of Grantmaking Function
  • Due Diligence Model and Risk Identification
  • Structure and Governance
  • Activities and Regulations
  • Financial Information
  • Information and Communication
  • Monitoring Procedures
  • IT Environment
  • Social Environment

PKF O’Connor Davies
Joseph Ali, CPA, CGMA, Partner
Scott Brown, CPA, CGMA, Partner
Anan Samara, EA, Partner

Featured Speakers:
PKF O’Connor Davies
Elizabeth Gousse Ballotte, Principal, Private Foundation Services
Tania Miranda, CPA, Manager, Private Foundation Services
Eric Hillman, CPA, Manager, Private Foundation Services