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Foundation Due Diligence: The Inside Track (Recorded Version) Canadian Edition

Metasoft Systems

Foundation Due Diligence: The Inside Track (Recorded...

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Ticket Type Price Fee GST/HST Quantity
Recording Canadian Version CA$59.95 CA$2.49 CA$3.12

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Due Diligence is a set of standards used by every foundation to determine whether or not grants will be awarded.

Your mission and proposal writing are compelling, yet you still can't get a grant.


Due Diligence.

Whether you are a seasoned professional or new to the field of fundraising, this exclusive webinar with an industry insider provides you with the necessary skills you need to successfully raise funds from foundations.

Bill Barratt, Manager of Metasoft's Grant Development Services, identifies due diligence standards that foundations employ to determine your organization’s qualification for funding.

These standards often go unstated, yet they have a dramatic impact on a foundation’s decision to fund. There are dozens of points on a foundation's Due Diligence checklist. Fortunately, Bill covers them all.

Additional Information and Outcomes

Bill Barratt will use his experience as a foundation insider to inform you of what foundations want to see in everything from your grant proposal to your website to your overall organization, including factors such as management and board engagement. Bill will employ case histories, anecdotal examples and specific lists of points to promote successful due diligence.



Bill will help webinar attendees:

  • to understand how foundations perceive due diligence and how it applies to your chances of getting funded.
  • by providing the tools you need to conduct an in-house due diligence audit to ensure that you meet applicable foundation standards. 
  • to develop a due diligence action plan to ensure that what you learn will be transferred into action to bring about positive fundraising results.

Mastering Intangibles

Bill will communicate the importance of what many of us often overlook in the proposal process, from basics such as clarity and ease of reading to the more in depth elements such as the roles of key stakeholders and board members and the critical use of statistics and data. Dozens of such points come together to complete the story and further align your proposal to what funders want to see.


Action Plan

Combining Bill’s advice with “take away” materials made available to you post-webinar will give you a due diligence Action Plan that will serve to greatly increase your chances of foundation fundraising success.


Full participation in "Foundation Due Diligence - The Inside Track" is applicable for 1.25 credits in Category 1.B-Education of the CFRE International application for initial certification and/or recertification.

About GDS Webinars

GDS webinars promote deeper, quicker and longer lasting learning, from problem awareness to acquisition of skills to solving identified problems. Our webinars are cognitively-based: from the way we design our slides to the involvement of our webinar participants to useable outcomes, the goal is to help you convert what you hear, see and record to lasting skills that make a positive difference to your organizational development and your foundation fundraising efforts.

Bill Barratt, Manager of GDS


With decades of experience in the non-profit industry, Bill Barratt has a significant understanding of the inherent responsibilities and challenges associated with the 'giving' side of the fundraising equation - including considerable expertise in all aspects of fiscal and governance management.

After graduating from the London School of Economics, Bill worked in increasingly senior positions within the financial services industry in Canada, the US and Europe including assignments with the head offices of the Bank of Canada, the Royal Trust Company, Wood Gundy (Canada), and with Kleinwort Benson (London).

As a consultant, Bill spent 25 years as Senior Manager and Advisor to a broad range of private, public, aboriginal and non-profit organizations in North America and Southeast Asia. For six of these years, he was Senior Advisor and Board Member of Nanawa Trust, a private investment trust and international philanthropic foundation with assets in excess of $400 million.

Please note a link to download the recorded session will be provided once order has been completed. If you have any questions, please do not hesitate to contact us at

Have questions about Foundation Due Diligence: The Inside Track (Recorded Version) Canadian Edition? Contact Metasoft Systems


Metasoft Systems

Metasoft Systems Inc. is provider of FoundationSearch, North America’s most comprehensive source of fundraising information, with full grant and trending analysis on over 120,000 foundations and an integrated donor management system. Our newest offerings include Director Connections, an innovative relationship mapping tool, and Metasoft Education, featuring web-based and live trainings with leaders in philanthropy.

 All our live and recorded courses are CFRE accredited.

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