Charity Due Diligence in a Modern Grants Management System: Temelio’s Candid Charity Check Audit

A modern grants management system should do more than track applications and payments. It should help foundations manage risk, meet compliance requirements, and document due diligence throughout the grant lifecycle.

For charitable foundations, running a Charity Check is table stakes. Being able to prove it was run, and when, is what protects your organization.

Through our partnership with Candid, Temelio’s Candid Charity Check Audit embeds trusted nonprofit data directly into Temelio’s grants management system, making due diligence easier to run, review, and audit.

Why Charity Checks matter in a grants management system

Foundations are expected to verify that grantees are legitimate, compliant organizations before approving or releasing funds. Auditors, boards, and regulators increasingly expect this due diligence to be:

• Consistent
• Documented
• Auditable

In many grants management systems, Charity Checks are still handled outside the platform — run manually, saved as PDFs, and disconnected from approval and payment decisions. That creates operational friction and compliance risk.

A strong grants management system should clearly show:

• When a Charity Check was run
• How it fits into the grant review and approval process
• What information was reviewed at the time of the decision

Charity Checks built into the grant lifecycle

With Candid Charity Check Audit in Temelio, foundations can configure exactly when a Charity Check runs within their grants management workflow, for example, during the Review stage of a grant.

When a Charity Check is run inside Temelio:

• The Candid Charity Check PDF report is automatically attached to the grant or payment
• The date and time of the Charity Check are logged for audit purposes
• The record is visible across proposal and payment views

This ensures that nonprofit due diligence is tied directly to grant decisions — not stored separately or reconstructed later.

Charity Checks at approval and payment

Grant compliance doesn’t always stop at approval. Many foundations need to re-verify eligibility before funds are released.

Temelio’s grants management system supports Charity Checks at:

• The proposal level, during grant review
• The payment level, before funds are disbursed

This flexibility allows foundations to meet internal controls, audit requirements, and risk management policies without adding manual steps.

🎥 You’ll find a short video walkthrough showing how to configure and run Candid Charity Checks inside Temelio below.

Less manual work, stronger grant compliance

By embedding Charity Checks powered by Candid directly into Temelio’s grants management system, foundations benefit from:

• A more consistent and repeatable due diligence process
• A clear audit trail across the full grant lifecycle
• Reduced operational overhead for grants and finance teams

Most importantly, foundations gain confidence that Charity Checks are not only completed, they’re documented, defensible, and easy to verify within their grants management system.

‍