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PEAK Grantmaking

Refining Your Financial Due Diligence Process: During the crisis and beyond

Organization Members Only

Assessing financial health of applicants and grantees is a critical part of the lifecycle of a grant. Funders approach this assessment process in a variety of ways that often involve collecting financial documents, some historical and some future focused, understanding trends and having follow up conversations. However, in order to provide a rapid response to ensure the viability of their grantees in times of crisis and uncertainty, funders are rightly adjusting or suspending many of their processes. In this session, Hilda Polanco explores several questions for funders to consider in assessing financial health at this time.


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