Partners That Align: Due Diligence Strategies for Corporate and Foundation Relations

Thorough research plays a critical role in ensuring that corporate and foundation gifts align with institutional values while mitigating reputational, ethical, and financial risks. Without a strong due diligence process, organizations may unknowingly accept funding from sources that pose conflicts of interest, misalign with institutional missions, or create long-term challenges. This session will explore strategies for conducting effective due diligence, identifying potential concerns, and presenting research findings to decision-makers in a meaningful way. Through real-world examples, the discussion will highlight best practices for evaluating funders, recognizing warning signs, and leveraging research to inform fundraising strategy. Participants will gain insights into assessing corporate and foundation reputations, analyzing financial and governance risks, and navigating complex donor relationships. By integrating due diligence into the fundraising process, institutions can strengthen partnerships, uphold ethical standards, and ensure that philanthropic support contributes to long-term success. This session will equip researchers and fundraisers with practical tools and approaches to enhance their impact in securing responsible and mission-aligned funding.