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The Evolution of Due Diligence at Stanford: Building the Plane While Flying It

Track: Prospect Research

Session Number: 6013
Date: Wed, Jul 27th, 2022
Time: 10:30 AM - 11:45 AM
Room: International 4

Description:

Q&A: https://app.sli.do/event/fcrKzXf4wMxoJDCgumRdza

The need for due diligence research in fundraising was widely recognized in late 2019, but there were few models for how this new research function would work. Join us to learn how Stanford University's Medical Center Development office worked to create methods, policies and procedures to limit Stanford’s reputational risk and build a robust, flexible due diligence program.
Session Type: Breakout Session (75 Minutes)

Learning Objective #1: Attendees will understand the objectives of due diligence research and ways to determine when it is needed.
Learning Objective #2: Attendees will learn how one large institution developed due diligence policies, procedures, and formats for individual, corporate and foundation donors, and options for instituting due diligence research at their own institutions.
Primary Competency: PR:Competency 3: Prospect Research Essentials
Secondary Competency: PR:Competency 2: Ethics
Tertiary Competency: PR:Competency 5: Utilizing Research Resources
Intended Audience Level: Level II
Recommended Prerequisites: None
Organization Size: Mid-Size/Large
Session Type: Breakout Session (75 Minutes)

Learning Objective #1: Attendees will understand the objectives of due diligence research and ways to determine when it is needed.
Learning Objective #2: Attendees will learn how one large institution developed due diligence policies, procedures, and formats for individual, corporate and foundation donors, and options for instituting due diligence research at their own institutions.
Primary Competency: PR:Competency 3: Prospect Research Essentials
Secondary Competency: PR:Competency 2: Ethics
Tertiary Competency: PR:Competency 5: Utilizing Research Resources
Intended Audience Level: Level II
Recommended Prerequisites: None
Organization Size: Mid-Size/Large