Managing risk and compliance for a nonprofit involves getting the full picture of any potential donor or partner, especially if it is a high-value or naming gift. This due diligence includes checking for...
This checklist provides a practical framework for applying tiered due diligence to donor relationships. Adopt a unique framework for three levels of risk: Checkpoint (low-risk, local donations) Survey...
This checklist outlines 10 essential questions to ask when evaluating a due diligence vendor. From understanding the sources of data they use and how often it’s updated, to assessing their ability...
Qualify the Right Donors, Minimize Risk, and Maximize Impact Nexis® for Development Professionals has the content and tools you need to streamline your fundraising research, so you can connect with...
Can a lean advancement team raise over $400 million with one campaign? One of the nation's most prestigious prep schools did just that. Facing ambitious fundraising goals and a small research team...
Due Diligence,Fundraising
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Conducting due diligence research on potential new partners or donors is essential for risk mitigation and reputation management and should be a critical part of any organization’s fundraising process. But in an ever-growing sea of information, what specific details should you be looking for?
In this whitepaper, we’ll explore four steps that can help you to assess whether an individual or organization is the right donor for your university or non-profit, including some real-world examples of how not doing your due diligence can lead to future headaches.