Set Up a Due Diligence Process

Implement a due diligence process for your nonprofit organization by setting up Action Plans, tax status search, and more.

• Set Up a Due Diligence Process
  Help grantmakers complete your organization’s due diligence process for grantseeking organizations. Use Action Plans on Accounts to define due diligence steps, related tasks, and documents to collect.
• Action Plans Permission Sets for Admins and Grantmakers
  Learn about the permission sets necessary to access Action Plans.
• Create an Action Plan Template
  An Action Plan Template is the blueprint for an Action Plan. Create an Action Plan Template and define Tasks, Document Checklist Items, or a combination of both.
• Configure Tax Status Search
  Make it easy for your staff to search for United States-based organizations based on their tax information.
• Add Verification Items to Other Records (Optional)
  Allow grantmakers to see Verification Items and, if configured, search for an organization’s tax status from a Funding Request, Requirement, Disbursement, or Contact record by putting the Verification Items component on an object’s page layout.