The future of funds management: Collaborating to build the tools and processes to meet emerging needs

Aaron Rouse
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Aaron Rouse: Director of Fund Stewardship and Management, University of Nebraska Foundation, USA

Journal of Education Advancement & Marketing, 2024, vol. 9, issue 2, 122-135

Abstract: Since 2019, the University of Nebraska Foundation (UNF) has been conducting an end-to-end redevelopment of its funds management systems. Through a collaborative approach with a consulting partner and key stakeholders, UNF examined every step in the life cycle of a donor fund and identified new tools and processes to deliver efficient and effective funds management practices that will support organisation growth into the future. This paper demonstrates the management of a large-scale and multi-year project, provide a framework for successful cross-team collaboration and provide examples of the tools needed to manage donor funds.

Keywords: funds management; stewardship; collaboration; partnerships; systems; processes (search for similar items in EconPapers)
JEL-codes: M3 (search for similar items in EconPapers)
Date: 2024
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Persistent link: https://EconPapers.repec.org/RePEc:aza:jeam00:y:2024:v:9:i:2:p:122-135

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