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PEAK Grantmaking
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Webinar: Assessing Grantee Financial Health – The Internal Partnership (PEAK 2019)

Funders approach the task of assessing grantee financial health in a multitude of ways. Depending on the staffing and structure of a foundation, financial due diligence can be a task undertaken by grants managers, finance staff, program officers, or a team that crosses functional areas. FMA has worked with many funders to solidify this partnership and will facilitate a conversation with Jim Gallagher from Ford Foundation and Janice Opalski from Robert Wood Johnson Foundation who have embarked on a journey to strengthen their partnership – and have each taken a very different approach.

In this webinar, participants will learn about:

  • The benefits and drawbacks of various models for assessing grantee financial health
  • Strengthening the partnership between grants managers and program officers by working together to understand grantees’ financial health
  • The impact of different approaches to financial due diligence on relationships with grantees


James Gallagher, Senior Grants Manager, Future of Work, Ford Foundation
Janice Opalski, Director, Program Financial Services, Robert Wood Johnson Foundation
Hilda Polanco, Founder & CEO, FMA

*webinar will be recorded*
*refunds not allowed*

Registration Fees:

Organization Member: Free

Consultant Member: Free

Individual Member: $25.00

Non-Member: $55.00


Principles for Peak Grantmaking | Focus: Steward Responsively