---
schema_version: "1"
id: 2d1f77169a28fb24713aedd8a8f18e856c023eafc995712200d73b377264db5e
title: Set Up a Due Diligence Process
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/gm_set_up_due_diligence_process.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.gm_set_up_due_diligence_process.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 10b2a16dc21c921df12c97f522d79f77d87b38453938b55a29bef4a1dd27f815
description: Implement a due diligence process for your nonprofit organization by setting up Action Plans, tax status search, and more.
products:
  - Nonprofit
release: "264"
---
# Set Up a Due Diligence Process

Implement a due diligence process for your nonprofit organization by setting up Action Plans, tax status search, and more.

- **[Set Up a Due Diligence Process](https://help.salesforce.com/s/articleView?id=sfdo.gm_set_up_due_diligence.htm&release=264.0.0&type=5)**  
    Help grantmakers complete your organization’s due diligence process for grantseeking organizations. Use Action Plans on Accounts to define due diligence steps, related tasks, and documents to collect.
- **[Action Plans Permission Sets for Admins and Grantmakers](https://help.salesforce.com/s/articleView?id=sfdo.gm_give_users_access_action_plans.htm&release=264.0.0&type=5)**  
    Learn about the permission sets necessary to access Action Plans.
- **[Create an Action Plan Template](https://help.salesforce.com/s/articleView?id=sfdo.gm_create_action_plan_template.htm&release=264.0.0&type=5)**  
    An Action Plan Template is the blueprint for an Action Plan. Create an Action Plan Template and define Tasks, Document Checklist Items, or a combination of both.
- **[Configure Tax Status Search](https://help.salesforce.com/s/articleView?id=sfdo.gm_configuretaxstatussearch.htm&release=264.0.0&type=5)**  
    Make it easy for your staff to search for United States-based organizations based on their tax information.
- **[Add Verification Items to Other Records (Optional)](https://help.salesforce.com/s/articleView?id=sfdo.gm_add_vi_to_objects.htm&release=264.0.0&type=5)**  
    Allow grantmakers to see Verification Items and, if configured, search for an organization’s tax status from a Funding Request, Requirement, Disbursement, or Contact record by putting the Verification Items component on an object’s page layout.