Setting the Standard: A Case Study in Building a Funds Management Program Driven by Data
Are our donor funds being utilized? Are there any fund issues we need to address? Should we be worried when we send out our annual donor fund reports? If you’ve ever had these concerns, you’re not alone. In recent years, many nonprofit organizations have been grappling with similar questions, finding little guidance on this vital aspect of any advancement operation. Join us in this session as we look at the University of Nebraska Foundation’s journey to grow its funds management team from the ground up, leveraging donor fund data along the way. It’s time to bring the discussion on funds management challenges out of closed-door conversations and begin an industry dialogue to identify what tools, resources, and standards need to be in place to successfully manage and steward donor funds. Whether you are new to funds management or seasoned in the field, come prepared to share your experiences and glean insights from others in this collaborative space.