Grantmaker Due Diligence Questionnaire

15 Questions Foundations Should Ask as Part of Their Grantee Due Diligence

Your organization has a clear mission, and the programs you fund showcase your values and priorities. Basic due diligence can provide valuable insights into how well your grantmaking mission aligns with potential grantees’ goals.
Whether you are establishing a due diligence process or refining your existing methods, this questionnaire will help you collect the necessary information to ensure that the grantees you choose can effectively use the funds to advance your mutual objectives.

The questions will cover key areas including:

• Mission and priorities

• Financial health and compliance

• Organizational structure and governance

Download this tip sheet today to create the processes to verify your grantmaking mission aligns with your potential grantees’ goals.

This questionnaire was created in conjunction with Liz Gousse Ballotte, a Principal at PKF O’Connor Davies with more than 15 years of operational and organizational consulting and management experience. Liz specializes in developing and performing grant compliance reviews, new business initiatives, internal control reviews and M&A implementations. She has experience in federal grant compliance, benefits analysis, financial analysis, and research.