Due diligence research against your gift acceptance policy is a vital part of any major gift fundraising. Charities are required to carry out due diligence checks on significant donors and philanthropic partners.
What research policies and procedures do you need to have in place for a robust due diligence programme? This webinar will explore:
- The role of due diligence in fundraising
- The fundamentals of gift acceptance and due diligence
- Regulations and codes
- Due Diligence research frameworks
- Research resources for Due Diligence research
- Tips and tools for conducting due diligence research
We shall focus on conducting due diligence assessments on individuals, while also touching on corporate and trusts.
There will be time at the end for questions and discussion.
This session will be led by Prospecting for Gold's Chief Executive Kerry Rock and PFG's Due Diligence research lead Maria Jornet Escuer.
