Protecting Our Institutions: International Due Diligence Survey Results

As philanthropy becomes increasingly complex, the importance of thorough scrutiny and risk management in accepting donations has never been more crucial. But as the number of fundraising institutions adopting risk management and due diligence strategies grows, it’s becoming harder to know how your institution is tracking against the norm.

BWF, Pyro.Solutions and Xapien have teamed up to launch the third edition International Due Diligence Survey to generate insight into different due diligence strategies, tactics, and processes across the sector in the United States, United Kingdom, and Australia.

Join us for this webinar where we’ll present the findings and reflect on current and future industry norms around due diligence in the philanthropy sector.

Guest Presenter Bios:

Jason is Co-Founder & Director of Pyro.Solutions & PyroTalks CIC, Consulting Partner for BWF Europe and Fellow for Halpin Partnership. Previously Jason was Director of Development at Cavendish Cancer Care, Head of Research & Insight, and Member of the Senate’s Academic Research Ethics Committee at The University of Sheffield, and Development Coordinator for Learning for the Fourth Age.

Jason is a Committee Member of the Institute of Fundraising, Researchers in Fundraising Committee, is Founding Trustee of Land of Joy raising £1.2m to create a Tibetan retreat centre, and a previous Trustee of Foundation for Developing Compassion & Wisdom, a global education program. He also Chairs the International Temple Project which works for the preservation of Tibetan culture and philosophy, and has served as Visiting Lecturer on philanthropy at The University of Sheffield.

Jason is the recipient of multiple awards. In 2016 he was awarded an Insight in Fundraising Award for innovative work on international philanthropy analytics, and CASE Europe Iain More Award 2017 ‘for emerging development professional’. In 2022, he received Social Enterprise of the Year at the StartUp National Awards as a Co-Founder of PyroTalks CIC. He also holds a 1st Class degree in History & Philosophy and a Diploma in Fundraising Management.

Beca is an Account Executive at Xapien, working across customer success, sales and marketing, with a focus on the non profit and fundraising sector. Xapien is an automated background research platform used by a number of leading UK and US universities and non-profits, including the University of Cambridge, the London School of Economics, Tufts University, Dartmouth College and the RNLI. During her time at Xapien, Beca has been involved in various aspects of developing the product to better serve universities and nonprofits, acting as a liaison between  customers and the product team. Beca has a background in research, with a first class degree in English Literature and an MA in Literature, Criticism and Culture from the University of Cambridge.