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Due Diligence Done Well: A Guide for Grantmakers

Due Diligence Done Well Guide for Grantmakers

Written by La Piana Consulting and published by Grantmakers for Effective Organizations (GEO) in November 2010, Due Diligence Done Well: A Guide for Grantmakers has updated information to reflect new learning about effective due diligence and is accompanied by a new supplemental online toolkit for GEO members with detailed research questions, assessment criteria and more resources for grantmakers. The guide is based on The Due Diligence Tool, written by La Piana Consulting and published by GEO in 2004.

More Reports and Monographs

The Power of Partnership

power_of_partnershipWritten and developed in partnership with the Blueshield of California Foundation, The Power of Partnership features four case studies showing how integrative forms of collaboration have enabled domestic violence organizations—and their partners—to capitalize on their strengths, develop new solutions, and more effectively serve the community.

Read the Executive Summary.

Download the PDF.


SAGE/Task Force LGBT Aging Leadership Initiative: A Case Study in Collaboration

By Lester Olmstead-Rose

In the nonprofit sector, the lines between competition and collaboration are becoming increasingly fluid. This case study on the partnership between Services and Advocacy for Gay, Lesbian, Bisexual & Transgender Elders (SAGE) and the National Gay and Lesbian Task Force illustrates how organizations can move from looking at one another as competitors to drawing upon one another’s strengths to achieve common goals.


Strategic Restructuring for California Community Clinics: Self-Assessment Workbook

By Heather Gowdy

Published by the California HealthCare Foundation, this self-assessment tool is designed to help clinics determine their readiness to undertake a strategic restructuring process and choose among the various options.


Strategic Restructuring for Nonprofit Organizations: Mergers, Integrations, and Alliances

Strategic Restructuring for Nonprofit Organizations: Mergers, Integrations, and Alliances

In 1999, La Piana Associates, in collaboration with the Chapin Hall Center for Children (a policy research institution at the University of Chicago ), conducted the largest ever national study on strategic restructuring in the nonprofit sector. The study was funded by the Nonprofit Sector Research Fund of the Aspen Institute and the Lilly Endowment.

Phase II of the national study was completed in 2002. It involves in-depth case studies of six strategic restructuring partnerships, as well as a survey of a random sample of nonprofits in two different cities to look at the prevalence of strategic restructuring in those areas. In addition, the research team conducted interviews with 20 national leaders in the nonprofit and philanthropic sector, asking them to share their reflections on the implications of the preliminary results for the future of the sector.

The findings of this research are included in a book — Strategic Restructuring for Nonprofit Organizations: Mergers, Integrations, and Alliances — by Amelia Kohm and David La Piana, published by Praeger Publishers in November 2003. The book provides nonprofit managers, board members, consultants, and foundation executives with research-based information to use in making tough decisions about whether and how to pursue a range of organizational partnerships — from jointly managed programs and consolidated administrative functions, to full-scale mergers.

Strategic Restructuring for Nonprofit Organizations is available for purchase at Amazon.com. http://www.amazon.com

Download a PDF copy of the Phase 1 report from the Chapin Hall Center for Children website http://www.chapinhall.org


 

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