ADMINISTRATION

COMMUNICATIONS/
DISCLOSURE

EVALUATION

FINANCE

GOVERNANCE

GRANTMAKING

- Due Diligence

- Expenditure
  Responsibility

- Grant Application

- Grant Reporting

- Grants Management

- Grants to Individuals

- Guidelines &
  Proposal Review

- International
  Grantmaking

- Relationships With
  Grantees

- Site Visits

- Other Grantmaking
  Legal Issues

HUMAN RESOURCES/
PERSONNEL

MISSION &
STRATEGY

PUBLIC POLICY

GENERAL
ACCOUNTABILITY &
COMPLIANCE
RESOURCES

• The Due Diligence Tool: For Use in Pre-Grant Assessment
  Grantmakers for Effective Organizations, 2004
  This tool provides grantmakers with a complete guide to the due diligence process in assessing grant proposals, and includes sample worksheets and interview questions.

• IRS Charities Search
  Foundations can verify the tax exemption status of more than 300,000 charitable organizations by using this online version of IRS Publication 78, “Cumulative List of Organizations.”

• Pre-Grant Due Diligence Review
  Council on Foundations
  A list of key tasks to complete and questions to answer to conduct a thorough pre-grant investigation of a proposal.

Samples

• Grantmaking Procedures: Pursuing Our Mission as a Responsible Philanthropic Institution
  Ford Foundation, 2007
  A description of the foundation’s efforts to engage in proper due diligence to ensure that its funds are used for the intended charitable purposes and do not support terrorist or other illegal activities.

Questions, Comments or Suggestions? Please Contact Us.