Aligning Practices with Values: Redesigning Due Diligence to Promote Equity

Presented by Maine Philanthropy Center in partnership with Grantmakers of Western Pennsylvania.

As part of increasing commitments to equity in grantmaking, many foundations are striving to support a broader base of grantees and seeking to support new organizations. But often longstanding internal processes and criteria can exclude key organizations and communities. In this workshop, BDO FMA will share ways to approach financial due diligence that bolster an organization’s financial health and ability to achieve its mission over the long term.

In this workshop we will explore key questions around the grantmaking process, including:

• Do your foundation’s financial due diligence processes match its values?
• How can due diligence be aligned with commitments to equity?
• What tools can your foundation use to assess grantee capacity and financial health?