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It highlights urgent drivers such as enterprise risk management needs, financial headwinds, and donor retention pressures. The paper describes consequences of poor oversight, including legal challenges tied to donor intent, reputational harm from misspent funds, and ethical obligations, and it includes practitioner perspectives on governance and accountability.",{"@graph":69,"@context":122},[70,84,105],{"@type":71,"itemListElement":72},"BreadcrumbList",[73,77,79,82],{"item":74,"name":75,"@type":76,"position":8},"https://docshare.wps.com","Home","ListItem",{"item":78,"name":9,"@type":76,"position":14},"https://docshare.wps.com/document/",{"item":80,"name":40,"@type":76,"position":81},"https://docshare.wps.com/document/research-report/",3,{"item":83,"name":65,"@type":76,"position":19},"https://docshare.wps.com/document/whitepaper-understanding-current-practices/584346/",{"url":83,"name":65,"@type":85,"image":86,"author":91,"headline":65,"publisher":94,"fileFormat":97,"inLanguage":63,"description":67,"dateModified":98,"datePublished":99,"encodingFormat":97,"isAccessibleForFree":100,"interactionStatistic":101},"DigitalDocument",{"url":87,"@type":88,"width":89,"height":90},"https://docshare.wps.com/thumbnails/whitepaper-understanding-current-practices/584346.png","ImageObject",300,407,{"name":92,"@type":93},"WPS_1786070896","Person",{"url":74,"name":95,"@type":96},"DocShare","Organization","application/pdf","2026-11-11","2026-10-15",true,{"@type":102,"interactionType":103,"userInteractionCount":34},"InteractionCounter",{"@type":104},"ViewAction",{"@type":106,"mainEntity":107},"FAQPage",[108,114,118],{"name":109,"@type":110,"acceptedAnswer":111},"What urgency drivers are identified for fund management?","Question",{"text":112,"@type":113},"The paper cites risk management concerns, financial headwinds across higher education, and ongoing donor retention challenges.","Answer",{"name":115,"@type":110,"acceptedAnswer":116},"How does poor fund oversight affect institutions?",{"text":117,"@type":113},"It can trigger legal challenges from conflicts between donor intent and institutional priorities, cause reputational damage, and create ethical obligations to honor donor wishes.",{"name":119,"@type":110,"acceptedAnswer":120},"Why does the paper link stewardship to governance and accountability?",{"text":121,"@type":113},"Practitioners emphasize that stewardship reflects how effectively an institution manages its commitments across an enterprise-wide risk management approach.","https://schema.org",{"og:url":83,"og:type":124,"og:title":65,"og:site_name":95,"og:description":67},"article",{"robots":126,"canonical":83},"index,follow",{"doc_id":128,"site_id":62},584346,1792190197,{"code":4,"msg":5,"data":131},{"doc_id":128,"user_id":132,"nickname":92,"user_avatar":133,"doc_module":4,"category_id":39,"category_name":40,"doc_title":65,"doc_description":67,"doc_content":134,"file_id":135,"file_url":136,"file_type":137,"file_size":138,"view_count":34,"is_deleted":4,"is_public":8,"is_downloadable":8,"audit_status":8,"page_count":139,"language":140,"language_code":63,"site_id":62,"html_lang":63,"table_of_contents":141,"faqs":142,"seo_title":143,"seo_description":67,"update_tm":144,"read_time":145,"preview_page_count":4},549768072016,"https://ap-avatar.wpscdn.com/davatar_155a257f0dc6eb9ab79c44ca47cae57d","Brought to you by FundMiner  \nCASE InsightsSM on Fund Management in partnership with FundMiner  \nWhitepaper: Understanding Current Practices  \n© 2026 Council for Advancement and Support of Education Original publication date: July 2026  \nUpdated July 2026  \nAll rights reserved. No part of the material protected by this copyright may be reproduced or used in any form, electronic or mechanical, including photocopying or recording, or by any information storage and retrieval system, without written permission from the Council for Advancement and Support of Education.  \nLimit of Liability/Disclaimer: While the publisher has used its best efforts in preparing this document, it makes no representations or warranties with respect to the accuracy or completeness of its contents. No liability or responsibility of any kind (to extent permitted by law), including responsibility for negligence, is accepted by the Council for Advancement and Support of Education, its servants, or its agents. All information gathered is believed correct at publication date. Neither the publisher nor the author is engaged in rendering legal, accounting, or other professional services. If legal advice or other expert assistance is required, the services of a competent professional should be sought.  \nAUTHOR  \nDr. Liz Rothenberg, Rothenberg Research (independent consultant)  \nCONTRIBUTORS  \nNicholas Campisi, Ph.D., Director, Data Science, CASE Chelsea Lamego, Co-Founder and CEO, FundMiner  \nHaider Ali, Head of Strategic Partnerships & Marketing, FundMiner  \nFOR MORE INFORMATION  \n[insights@case.org](insights@case.org)  \nABOUT CASE  \nCASE—the Council for Advancement and Support of Education—is a global, not-for-profit membership association with a vision to advance education to transform lives and society.  \nCASE is the home for advancement professionals, inspiring, challenging, and equipping them to act effectively and with integrity to champion the success of their institutions. CASE defines the competencies and standards for the profession of advancement, leading and championing their dissemination and application for more than 90,000 advancement professionals at 3,000 member institutions in 80 countries. Broad and growing communities of professionals gather under the global CASE umbrella. Currently, these professionals include individuals working in alumni relations, development and advancement services, communications, fundraising, government relations, and marketing. These professionals are at all stages of their careers and may be working at universities, schools, colleges, cultural institutions, or other not-for-profit organizations.  \nHeadquartered in Washington, D.C., CASE works across all continents from its regional offices in London, Singapore, and Mexico City to achieve a seamless experience for all of its stakeholders, particularly its members, volunteers, and staff.  \nABOUT FUNDMINER  \nFundMiner's software simplifies fund management and automates gift administration for fundraising organizations. FundMiner's platform aggregates data from siloed systems and automates manual processes to provide organizations with tools like reporting and analytics, workflow automation and compliance monitoring, to ensure that resources are maximized. FundMiner helps clients stay compliant with internal and external regulations and better honor donor intent, driving more effective capital utilization, greater staff productivity and increased fundraising revenue.  \nWhy Fund Management Matters Now More Than Ever  \nAs reliance on philanthropic support has increased across higher education, colleges and universities have invested heavily in frontline fundraising to focus on securing gifts, meet ambitious goals, and close out record-breaking campaigns often measured in the billions. Far less attention, however, has been paid to what happens once those gifts are accepted.  \nInstitutions increasingly recognize that effective stewardship extends beyond fundraising and req","cbCaimMpy69I0wY4","https://ap.wps.com/l/cbCaimMpy69I0wY4","pdf",816368,29,"English","# Why Fund Management Matters Now More Than Ever\n## Stewardship beyond fundraising\n## Drivers of urgency: risk, headwinds, and retention\n## Risks from poor fund oversight","[{\"question\":\"What urgency drivers are identified for fund management?\",\"answer\":\"The paper cites risk management concerns, financial headwinds across higher education, and ongoing donor retention challenges.\"},{\"question\":\"How does poor fund oversight affect institutions?\",\"answer\":\"It can trigger legal challenges from conflicts between donor intent and institutional priorities, cause reputational damage, and create ethical obligations to honor donor wishes.\"},{\"question\":\"Why does the paper link stewardship to governance and accountability?\",\"answer\":\"Practitioners emphasize that stewardship reflects how effectively an institution manages its commitments across an enterprise-wide risk management approach.\"}]","Whitepaper - Understanding Current Practices | PDF",1792050739,73]