Creating a Custom Due Diligence Template

This document provides a detailed process for creating a personalized due diligence template. Through these steps, you can customize risk indicator thresholds to better analyze and understand the financial health and operational metrics of various organizations.

Step 1

To begin crafting your custom due diligence template, navigate to the Due Diligence section of any nonprofit's profile. You can access this section by using the search bar on your homepage or by clicking on "Run due diligence."

Step 2

Search for an organization by name, EIN, or website domain and proceed by clicking "View Report."

Step 3

You will be directed to the Due Diligence section of the nonprofit's profile. In the upper right corner, you can see which template is currently active. To create a new template, click the dropdown menu and select "New Custom Template."

Step 4

Assign a name to your template and select an existing template as a starting point.

Step 5

You can now view each data point along with the various risk indicators available. To make changes, click the Edit icon.

Step 6

Adjust your indicator activation, threshold, and level (Moderate or High). Click "Apply" to confirm the changes.

Step 7

Review and modify the different data points according to your preferences. All changes are saved automatically. Once completed, Exit edit mode.

Your new template is now ready for use across any Due Diligence view.