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Complete Due Diligence for Grantseekers
Grantseekers can complete the due diligence process by using Action Plans, Verification Checks, and Tax Status Search.
- Complete Due Diligence for a Grantseeker
Track due diligence requirements on a grantseeker’s Account using Action Plans. Create an Action Plan from an Action Plan Template that contains Tasks, Document Checklist Items, or a combination of both related to gathering this information.
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