Due Diligence Tool For Pre-Grant Assessment

The purpose of this guide, developed by La Piana Associates for Grantmakers for Effective Organizations, is to provide a research-based tool for the foundation program officer, whether specialist or generalist, and a methodology for and orientation to thinking about due diligence. Using The Due Diligence Tool, a program officer will be able to ask the most important questions about the organization’s health. She will review the most telling documents, ask the most salient questions, and have an understanding of what to look for and what to make of what she learns.