Due Diligence Form

    First Name*

    Last Name*

    Phone*

    E-mail Address*

    Address 1*

    Address 2

    City*

    State*

    ZIP Code*

    Country*

    Proof of the charity being active and in good standing*

    Proof of where the charity is domiciled*

    Financials for the charity*

    Details of the charity, name, registration number, staff member information, details of website*

    1. What is the mission statement and history of the company*

    2. Why was your organization started?*

    3. What are some of the major challenges you have faced since the inception of your organization?*

    4. What is unique about your approach?*

    5. What is the purpose of this project? In a few sentences, state what the project is designed to accomplish.*

    6. What is the project designed to accomplish? Please list the specific goals of the project.*

    7. How do the proposed activities bring about positive change?*

    8. How will this project or program help sustain or further your organization’s mission?*

    9. How will success be defined and how do you quantify it?*

    10. Will the charity make donations in the United States and/or the Isle of Man?*

    11. What other organizations do the same or similar work and/or compliment your work?*

    12. Are you requesting a one-time or ongoing donation? Please explain if you are looking for an ongoing donation.*

    13. What is the background to the project (including national context etc)*

    14. What activities are to be undertaken including expected (and measurable) outputs and outcomes?*

    15. What are the long-term prospects for (a) impact; and (b) sustainability beyond the lifetime of the donation?*

    16. What is the timeline for receiving the donation and its distribution?*

    17. Is any portion of the donation going to a broker or relationship being paid for any funding through the Foundation?*