Philanthropist Services

Due Diligence

Every philanthropist wants to ensure their contributions support an organization or project that works efficiently and effectively; yet so few take the time necessary to conduct proper due diligence.

How many times have you heard stories about, or experienced for yourself, situations where organizations made compelling presentations only to find out later that the overhead was too high, the funding wasn’t spent as intended, or the recipient couldn’t deliver the agreed upon results?

CEJP’s commitment to due diligence ensures that before you are presented with a giving opportunity the organization and project you are considering will be properly vetted. Our evaluation process includes:

• A minimum of two interviews regarding the organization’s mission, goals, strategies, resources and impact;
• Reviews of all strategic plans and formal evaluations;
• Thorough analysis of all appropriate budgets;
• Personal site visits, as needed;
• Consultations with other funders who have supported the project, or rejected the funding request;
• Comprehensive reviews and vetting of all business plans/project presentations that are intended for your consideration; and
• Analysis of all the issues that you should consider in determining whether you should fund a project.   

To date, CEJP has recommended over 70 new giving opportunities to our philanthropists and 80-90% have been funded. The level of satisfaction has also been extremely high as philanthropists have expressed satisfaction with over 98% of the projects they supported.