AI due diligence & assessment
Compliance checks on every applicant, without the 8-week wait
Form 990, OFAC and 501(c)(3) checks run in the background on every applicant and return source-linked findings for your team to review.
Live in 3 days if your foundation manages under $50M in grants.
The full US checklist, on every applicant
501(c)(3) status
IRS tax-exempt status, EIN and ruling year, checked on every applicant.
OFAC sanctions screening
Each organization run against US sanctions and watch lists.
Form 990 review
Pippin extracts and summarizes the most recent 990 filing.
NTEE alignment
Grantees matched to their NTEE classification for portfolio-level reporting.
Charity Navigator ratings
Current Charity Navigator scores pulled into every assessment.
Reputational news scan
Recent news scanned for anything to look at before money leaves the foundation.
Assessment
Summarized against your fund criteria
Pippin suggests a score against each of your criteria and drafts a plain-English summary. Every finding links back to the original record.
- Scores are suggestions for your reviewers
- Areas to look at, with sources
Decisions
AI surfaces and summarizes. Your team decides.
Reviewers approve, query or reject with every source in front of them. Pippin then drafts personalized feedback for every applicant, successful or not, ready to send.
No rip-and-replace
Plinth plugs into Salesforce, Fluxx and Blackbaud, bringing AI due diligence, assessment and reporting to your data wherever it lives.
Common questions
Does Plinth make the due diligence decision?
No. Pippin runs the checks and shows each finding with a link to the record or document it came from. Your reviewers read the findings and decide whether to approve, query or reject. Every decision stays with the people accountable for the money.
Where do the findings come from?
IRS records for 501(c)(3) status, EIN and ruling year; US sanctions and watch lists for OFAC screening; the applicant's most recent Form 990; their NTEE classification; Charity Navigator; and recent news coverage. Each finding links back to its source.
How long does it take?
The checks run in the background as applications arrive and take minutes per applicant, against the 8 weeks a manual compliance review can take. Plinth is live in 3 days if your foundation manages under $50M in grants.
Take due diligence off your team's plate.
We'll show you Pippin running a full US due diligence check live, on a real applicant.