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Information about specific issuers of securities has been made available by Value Partners Investments Inc. for the sole purpose of providing additional background information on the holdings in the Value Partners Pool(s) and is not intended to be investment advice about the merits of investing directly in these issuers. This information is based on information that is publicly available or that has been provided to Value Partners Investments Inc. by the portfolio managers of the Pools.

The complete holdings of a Pool are disclosed in its Statement of Investment Portfolio semi-annually. On a quarterly basis, each Pool discloses its top 25 holdings in its Summary of Investment Portfolio. Both these documents are available on our website. Value Partners Investments Inc. is a registered investment fund manager and has engaged registered portfolio managers to make decisions about the investments made by each Pool – these investment decisions are not made by Value Partners Investments Inc.

The information provided does not constitute individual, legal, investment or tax advice about any of the Pools or the issuers discussed therein. Please consult your own legal, investment and/or tax advisor prior to making a decision to invest in the Pools. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund facts documents and the prospectus of the Pools before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Navigating the Waters: Best Practices for Due Diligence on Charitable Organizations


Here are some best practices to consider implementing when conducting your due diligence:


Online Research

What information can you find out about the organization by simply searching them online? Check out their website, see if there are news articles about them, what are others saying about this particular organization.


Site Visit or Volunteer

If the organization you are reviewing is local to your area, you could schedule a visit to meet with staff and get a firsthand view of how it handles day-to-day operations. Additionally, volunteering can provide insight into its programs, operations and leadership. While serving, you can learn more about the nonprofit and determine whether you wish to make a financial commitment.


Phone Call / Virtual Interview

You can set up a call with an organization to learn more about their mission and how they are impacting those they serve.


Join Their Mailing List

Most organizations email their supporters on a regular basis. This may help you to learn more about their programs, areas of need and how you can help. 


Social Media

Check out their social media presence on Instagram, Twitter, or Facebook for additional updates. 


What due diligence questions should you be considering when researching charitable organizations?

  • Is the organization’s strategy, programs, and services consistent with its mission and resources? Does it align with my philanthropic purpose?
  • How does the organization track progress? How do they evaluate the outcome of their programs and services?
  • How is the organization managed, and what do day-to-day operations look like? Is the organization’s leadership experienced in providing strategic direction and oversight? Does the staff have the knowledge, skill sets, and capacity to fulfill the organization’s stated mission?
  • Is the organization poised for success even without my funding?
  • Does the organization have deeply rooted ties to the communities it serves?
    Are they being financially transparent? Do they explain how their donations are being used?


It's Not All About The Numbers

  • If you only look at the financials of the organization, you may misinterpret how they are spending money. For example, a homeless shelter may have a large transportation budget. At first glance, one might think that it’s for the staff, when in reality the organization is helping ensure their clientele have bus tickets to be able to go see the doctor. This puts things into a different perspective.
  • Financials can change year-to-year and in turn the amount spent on ‘administration and overhead’ may be higher. While we all want to ensure that our grants are being used appropriately, the organization also needs to be able to run their programs effectively, with enough knowledgeable staff and the right technology to help them create efficiency in their business. If you have any questions regarding an organization's administration budget, it is recommended that you consult the organization directly.


While giving is a personal matter, we are here to support you. If there’s anything you need or questions you have about granting, please reach out to us. We want you to feel that you’ve made the best decision for you and your family.