Reframing Financial Due Diligence

Registration is now closed for this session. 

A participatory discussion on revising language, practice and purpose for an increasingly values-aligned and grantee-centered process

Often times foundations and grantmakers can easily articulate resonant, relevant values, but just as often cannot easily identify those values within their financial due diligence practices.

This session will open a conversation highlighting the choice points foundations have for building an approach to assessing a grantee’s financial sustainability that is increasingly values-aligned and can improve conversations between grantmakers and grantees and strengthen relationships. This session will also address change-management considerations for implementing new financial review practices, as well as baseline data and metrics for interpreting the financial health of nonprofit organizations, equity considerations, reasons why organizations may struggle to be financially resilient, and, finally, trends in the sector.

Join Us To:

• Reflect on how your foundation’s values relate to your financial review practices
• Unpack the purposes of financial due diligence, and the framing for a grantee-centered and trust-based approach
• Explore underlying choice-points for aligning financial review language and practices with values
• Hear lessons foundations have learned from implementation and change management tips
• Be oriented to data sources and metrics for interpreting nonprofit organizations’ financial stories, and applying an equity lens to analysis and conversations