Research & Due Diligence

Research

  • Conduct research on issues and trends related  to the donor’s objectives
  • Identify potential charities/initiatives to match donor’s interests
  • Undertake confidential, third party research on specific charitable initiatives of interest to the donor anonymously

Due Diligence

  • Ensure charity is registered and in good standing with CRA
  • Examine annual reports as well as current and past financial statements
  • Review current and past members of the board of directors
  • Examine website, programs and services of each organization
  • Conduct five year analysis of charities that best fit the donor’s needs
  • Where feasible, visit the charity’s headquarters and meet with staff, view programs
  • Provide confidential summary reports on status of each charity and its ability to manage donor gifts and meet donor’s expectations

Fees

Research, charitable assessments & listing of potential charities/initiatives: Minimum level – $5,000

Fees do not include HST and any travel expenses incurred outside GTA
Packages may be altered to best suit donor/foundation needs
All services are maintained in strictest confidence