Fund Management Survey - Spring 2024

This survey is being conducted by CASE volunteers to find out more about how fundraisers and fund management leaders feel about work with restricted or specific impact funds at their organizations.

We appreciate your time in completing this 5-minute survey. Your responses are anonymous and you may skip any question or item.

We will preview the results at the upcoming CASE DRIVE conference, and share results via Linkedin.

For questions, or to request a copy of survey results when it is complete, please contact Aaron Rouse, Director of Fund Stewardship and Management at the University of Nebraska Foundation, aaron.rouse@nufoundation.org or Brian Gawor, Consultant at JGA, brian@jgacounsel.com.

Thank you for your time and for adding your voice to this research.
1.To start, can you please tell us which best describes your organization?
2.What is your primary role?
We’d like to ask a little about how specific funds and restricted donations are managed at your organization, and how you feel about it. Your responses are anonymous.
3.How would you rate these aspects of donation fund management and operations?
We struggle with this.
We do this okay.
We do this well.
We do this very well.
Keeping track of donor intent
Communicating the impact of specific funds
Staying in touch with restricted fund donors
Communicating fund balances, usage and growth
Managing perpetual/permanent endowed funds and long-term donor relationships
Sharing the impact of our unrestricted/budget-relieving fundraising
Identifying underutilized/underspent donor funds
Tracking donor fund metrics
Educating internal staff/campus partners on the importance of effective funds management practices
4.Does your organization have official fund management standards that you use as a guide?
5.If your organization does have official fund management standards, can you briefly describe what those are?
6.Would your organization find benefit in having industry-defined fund management standards?
7.Open Response: What do you wish you could be doing with the variety of restricted or specific impact funds at your organization? (Feel free to offer comments across functions like accounting, donor outreach, stewardship, marketing, and operations. Your responses are anonymous.)
8.What would help you most in your work with restricted or specific impact funds?
9.We will be holding informal round table discussions online and contacting advancement leaders to talk more about this topic. Please leave your email address here if you would like to participate. (Your responses remain anonymous).
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