Grant due diligence
MeghanBaylor
Posts: 8 ✭
Hello everyone,
We are just getting started and trying to make sure we gather the important details for a grantee before we process a grant. Does anyone have a comprehensive list that they could share? One specific question is do you always need to have a W9?
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Answers
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This is a great question! I've seen lots of due diligence 'checklists' that folks use. One thing I see on almost all of those lists, usually at the top, is a charity check, which can be done in-system with GLM.
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