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Client onboarding in law firms: How to overcome bottlenecks

PEP and sanctions screening software are commonplace in law firms, but onboarding remains a manual process that…

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Donor due diligence: why it matters and what’s required

Universities and nonprofits that receive charitable gifts must do their utmost to protect their reputation. But where to start?

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Rethinking due diligence

Existing tools and practices are insufficient in the digital age. We need to rethink what due diligence means and how we conduct it.

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Using due diligence to grow

Going beyond official requirements protects your institution. But done effectively, it can draw out growth opportunities.

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Steps for effective due diligence

Institutions are exposed to higher levels of public scrutiny than ever, and the cluttered information space poses reputational threats.

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Take your major donor fundraising strategy to the next level

Four key steps for fundraising success

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News and events

Regular updates from the team