Financial Due Diligence Forms

KaitlynRichardson

Hi all!

Asking about financial due diligence best practices that others use? I'm particularly interested if anyone utilizes (and will share) a form to help walk them through assessing an organization's audits and/or financial statements? Anything that identifies particular industry standard metrics to determine financial health in a snapshot?

Thank so much in advance! : )

Kaitlyn

[Deleted User]

How to Research a Nonprofit’s Financial Strength—Deep-Dive Approach.pdf

Hi, Kaitlyn, This document from Bridgespan is something I had saved from my days in the foundation world. I hope it's helpful!