Skip to content
PEAK Grantmaking

Assessing Grantee Financial Health: The Internal Partnership

Organization Members Only

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 facilitates a conversation with two grants management professionals who have embarked on a journey to strengthen their partnership – and have each taken a very different approach.

In this webinar, you 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

​Hilda Polanco
Founder and CEO, Fiscal Management Associates (FMA)




James Gallagher
Senior Grants Manager, Future of Work, Ford Foundation




Janice Opalski
Director, Program Financial Services, Robert Wood Johnson Foundation