--- title: 2026 Benchmarking Survey on Fund Management and Stewardship | FundMiner description: Explore insights from FundMiner's 2026 Benchmarking Survey, revealing challenges in fund management and stewardship, and actionable strategies for improvement across the sector. --- ![FundMiner](data:image/png;base64,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) - [Demographics](https://www.fundminer.com/benchmarking-survey-2026#s1) - [Fund Management](https://www.fundminer.com/benchmarking-survey-2026#s2) - [Stewardship](https://www.fundminer.com/benchmarking-survey-2026#s3) - [Technology](https://www.fundminer.com/benchmarking-survey-2026#s4) - [Cost of Inaction](https://www.fundminer.com/benchmarking-survey-2026#s5) - [Sector & Size](https://www.fundminer.com/benchmarking-survey-2026#s6) - [Year-over-Year](https://www.fundminer.com/benchmarking-survey-2026#s7) - [High Performers](https://www.fundminer.com/benchmarking-survey-2026#s8) - [Voices](https://www.fundminer.com/benchmarking-survey-2026#s9) 2026 Benchmarking Survey[Schedule a Demo →](https://www.fundminer.com/schedule-a-call-to-learn-more?hsLang=en) ✕ A Note from Our CEO ## Year one gave us a starting line. Year two gives us a story. When we launched FundMiner's first benchmarking survey in 2025, we set out to answer a simple question: where does the field actually stand on fund management and stewardship? The answer was clear but incomplete — the work was hard, teams were small, and the industry was running largely on manual effort and institutional memory. This year, with 205 respondents across 161 organizations, we have something more valuable than a data point. We have a diagnosis. The numbers tell us that manual work has intensified as a challenge — up 25 percentage points in a single year. They tell us that an estimated $7.6 billion in philanthropic funds went unspent across just the organizations in this sample. And they tell us something quieter but perhaps more important: that 26% of organizations have figured out something the other 74% haven't yet. The difference isn't resources. It's three learnable choices. The data you're about to explore isn't meant to be discouraging. It's meant to be actionable. The sector's challenges are real — but so are its solutions. This report exists to make both visible. Thank you for trusting us with your time and your data. The field is better for your participation. CL Chelsea Lamego CEO, FundMiner ✕ How to use this report ## Your guide to the 2026 Benchmarking Survey This interactive report lets you explore findings from 205 fund management and stewardship professionals. Here’s what you can do with it. ⚙ Filter by your segment Use the pill selectors at the top to slice every chart by **Vertical**, **Revenue**, **Fund Count**, or **Team Size**. Charts, scores, and stat callouts all update live. The respondent count in the top-right tells you how many are in your selected view. Combine filters to drill into specific segments. 📈 Explore the charts Hover over any chart for exact values. Charts with **“updates with filters”** in the subtitle are dynamically computed from the respondent dataset. Static charts (like sector comparisons) show full-sample breakdowns regardless of filters. 🔗 Share any chart to LinkedIn Every chart has a **Share** button in the top-right corner. Clicking it downloads a branded PNG image of the chart and opens a pre-filled LinkedIn post at the same time. Attach the image to your post to share the finding with your network. 💬 Filter qualitative responses Section 09 “Voices from the Field” contains selected quotes from 905 open-ended responses. Use the **Topic** and **Sector** tag filters to find quotes relevant to your audience — manual work, siloed systems, unspent funds, or what success looks like. 📋 Navigate the sections Use the **top navigation bar** to jump directly to any section — Demographics, Fund Management, Stewardship, Technology, Cost of Inaction, Sector & Size, Year-over-Year, High Performers, or Voices. Or scroll through the full story top to bottom. **Tip:** Segments with fewer than 15 respondents will show “N/A” on stat callouts — too thin to report meaningfully. The filter bar will flag this with a small warning. Got it → Vertical All Education Healthcare Nonprofit / CF Revenue All Under $25M $25–100M $100–250M Over $250M Fund Count All Below 1,000 1,000–2,499 2,500–5,000 5,000+ Team Size All <3 FTEs 3–7 FTEs 7+ FTEs **205** respondents ⚠ Small segment Clear all FundMiner · 2026 Annual Benchmarking Report # Behind the *Data* Insights from the 2026 Fund Management and Stewardship Benchmarking Survey — 205 respondents, 161 organizations, one industry at a crossroads. 205 Respondents across 161 verified organizations $7.6B Estimated unspent funds across respondents annually 1.7× Sample growth over last year's survey 65.1% Rate manual work as their #1 challenge — up from 40% A note from Chelsea Lamego, CEO How to use this report Unlock the Full Report ### See how your organization compares Enter your email to unlock all 9 sections of the 2026 Benchmarking Survey — Fund Management, Stewardship, Technology, Cost of Inaction, sector benchmarks, year-over-year trends, and what high performers do differently. Unlock the Report → No spam, unsubscribe anytime. 01 / The Survey Room ## Who took the survey 205 respondents from 161 email-verified organizations — education, healthcare, and community foundations across the sector. 57.1% are primary or shared fund management decision-makers. 205 Total respondents 57.1% FM decision-makers 78.3% In or planning a campaign 56.1% Willing to join a focus group Organization Type Who's in the room Distribution by sector Share Education represents **79.5%** of respondents — sets the sector benchmark, diverse enough to be representative. Campaign Status The sector is in full sprint Current campaign activity across respondents Share Planning activity up **+7.6pp** from 2025 to 2026. Campaign pressure intensifies every operational gap documented in this report. Role Distribution Senior practitioners, operational perspective Respondents by seniority — 41.5% director-level or above Share VPs and Presidents self-report the **lowest FM maturity (1.90)** of any role group — senior leaders have the broadest visibility into gaps. 02 / Fund Management ## Small teams. Massive portfolios. 65.3% of FM teams operate with fewer than 3 FTEs. The median 1–2 FTE team manages 2,640 funds. These are the people stewarding billions in philanthropic assets — often alone. 2.28 Program Maturity Score (L2: Developing) 65.1% Rate manual work as major challenge 41.5% Have an FM oversight committee 26.3% Reach L3+ maturity Operational Friction Where the work gets hard Mean difficulty (1=Easy, 5=Very Difficult) Share A **1.08-point gap** between setting up a fund and monitoring its utilization — the most consequential step is the hardest. Formal Procedures The procedure cliff % of organizations with written procedures in place Share The hardest operational areas — spending plans, reconciliation, closures — have the **fewest formal procedures**. FM Maturity Five dimensions, one score Mean level per dimension (0–5 scale) — updates with filters Share Leadership & Strategy leads (2.48) — the field has the will. KPI & Data (2.03) and Tools & Technology (2.06) lag most. Challenge Severity What keeps teams up at night Mean severity (1=Not a challenge, 5=Major) — updates with filters Share **Leadership support ranks last** (2.39) for the second year running — the barrier is operational, not political. "The endowment and amount of funds are growing, but our processes continue to be very manual. **It is beginning to be difficult to manage.**" Survey Respondent · Education "Meeting deadlines while maintaining accuracy. True success is **6–7 hours of sleep each night during report season** without looming deadlines waking me up." Survey Respondent · Education 03 / Fund Stewardship ## Stewardship is stuck at Stage 2. 71.5% of organizations remain at Stage 0–2. The hardest parts aren’t the reports themselves — it’s tracking whether donors read them, and merging the data to make them meaningful. 2.09 Mean stewardship maturity (Stage 2) 11.4% Reach Stage 4+ (up from ~2% in 2025) 89.3% Still use print mail delivery Stewardship Maturity Stage distribution across the sector Organizations at each maturity stage (0–5) — updates with filters Share FM and stewardship mature together (r=0.448). Investment in one function lifts both — treating them as silos is a false economy. Stewardship Friction What's hardest about stewardship Mean difficulty (1=Easy, 5=Very Difficult) — updates with filters Share **53.6%** find engagement tracking high-friction. Report design (2.85) and delivery (2.90) — the visible parts — are ironically the easiest. Delivery Methods How organizations reach their donors % using each channel (multi-select, static data) Share Print near-universal at 89.3% — but advanced digital (microsites + portals) has reached **28.8%**, nearly matching total digital presence from 2025. "**Right now, we’re an afterthought.** We want a robust stewardship program where we have a stronger role in fund management." Exec Dir / Sr Dir · Education "Aligning finance — who is responsible for fund management — with development — who is responsible for **compliance and donor reporting**." Executive Director · Healthcare 04 / Technology & Automation ## The industry is overwhelmingly manual. Automation averages 1.93/5 across all operational areas. The correlation between manual work and technology limitations is the strongest in the entire survey matrix — r = 0.555. 1.93 Automation Score (1–5 scale) 37.4% High/Very High data confidence 62.4% Use Blackbaud RE NXT or CRM ~44% Have no dedicated FM tool Automation Levels Fully manual across the board Mean automation (1=Fully Manual, 5=Fully Automated) — updates with filters Share **57.7%** are fully manual on fund utilization tracking — the most consequential area for preventing unspent funds. Data Confidence Fewer than 2 in 5 trust their data Overall confidence in fund data — updates with filters Share 1 in 5 actively distrust their data. Data confidence and FM maturity rise together (r=0.374) — you can’t outrun bad data. Key Correlation r = 0.555 — Manual work and tech limitations are effectively the same problem. The strongest correlation in the entire survey matrix. Organizations treating these as separate issues are missing the lever. Solving one is largely the same conversation as solving the other. Talk to FundMiner ### See what these findings mean for your organization Book a 30-minute discovery call with a FundMiner account executive. We'll map your fund management and stewardship challenges against what we're seeing in the data — no pitch, no pressure. [Schedule a Discovery Call →](https://www.fundminer.com/schedule-a-call-to-learn-more?hsLang=en) 05 / The Cost of Inaction ## The bill for staying still. Unspent funds aren’t a maturity problem — they affect organizations at every level. FM maturity shows no linear correlation with unspent rates (r=−0.013). This is a universal structural challenge. Aggregate self-reported · 174 organizations with dollar estimates $7.6B in unspent philanthropic funds across survey respondents — every single year. Annual Unspent Rate How organizations are distributed % of respondents by annual unspent fund rate — updates with filters Share **62.7%** have more than 10% of funds going unspent annually. 43.5% exceed 20%. High-maturity orgs are not necessarily spending more. 20% Weighted avg unspent rate $10M Median unspent per organization 17.2% Report $50M+ in unspent funds "Just with scholarships alone, we generated about $4M last fiscal year yet **only about half was awarded to students** despite the money being there and students fitting the criteria." Survey Respondent · Education "We have millions of dollars in unspent funds because administrators either **don’t know the fund exists**, the terms are too restrictive, or they can’t see the money in the fund." Survey Respondent · Higher Education 06 / Sector & Size ## Cut the data every way — the gaps persist. Sector and org size produce meaningful differences, but not the ones you’d expect. Healthcare has the most staff and the most unspent funds. Community foundations have the farthest to go. Sector Comparison Program Maturity Score by organization type Program Maturity Score by sector (static) Share Healthcare has the **lowest automation (1.71)** despite the largest average FM teams — structural complexity, not capacity, is the barrier. Unspent by Sector Where funds go unspent most Average annual unspent rate by sector (static) Share The **only statistically significant** sector difference (p<.05) — Healthcare unspent meaningfully higher than Education. Portfolio Size Program Maturity Score scales with fund count — but only modestly Program Maturity Score by fund count (static) Share Even 2,500+ fund organizations average **2.45 — still L2: Developing**. Scale alone doesn’t solve maturity. 07 / Year-Over-Year ## Same challenges. Much more acute. The 2025 findings predicted the problems we see now. What’s changed isn’t the nature of the challenge — it’s the intensity. Manual work and team size as major issues have each jumped more than 25 percentage points in one year. Challenge Intensity 2025 vs. 2026 — the problems are intensifying % rating challenge as major. 2025 used binary format; 2026 used 1–5 scale. Directionally comparable. Share Tech Limitations is a **new entry in 2026** — not tracked in 2025, now #3 at 43.8% major. The field named it. | Metric | 2025 | 2026 | Change | | --- | --- | --- | --- | | Sample size | 93 orgs | 205 respondents / 161 orgs | ▲ 1.7× | | Program Maturity Score (median) | Stage 2 | Stage 2: Developing (score: 2.28) | → Flat | | Stewardship Stage 4+ | ~2% | 11.4% | ▲ +9.4pp | | Manual work (major challenge) | 40% | 65.1% | ▲ +25pp | | Team size (major challenge) | 27% | 53.3% | ▲ +26pp | | Tech Limitations tracked | Not tracked | 43.8% major — now #3 | ◆ New | | Print delivery | 93% | 89.3% | → Stable | | Orgs planning a campaign | 23% | 30.6% | ▲ +7.6pp | 08 / High Performers ## 26.3% have figured it out. Here's how. Not necessarily bigger. Not necessarily better-resourced. L3+ organizations made three specific, learnable choices — and the data shows exactly what those choices produced. 01 Governance comes first +33% higher FM maturity Only 41.5% have an FM oversight committee. Those that do score 2.65 vs. 2.00 — a 33% advantage. The structure creates accountability that makes everything else possible. This is the single highest-leverage structural decision an organization can make. 02 Data treated as infrastructure 3.4+ vs. 2.03 sector avg KPI, Data & Analytics is the weakest FM dimension sector-wide (2.03). L3+ organizations score 3.4+ here — a deliberate investment. Only 37.4% have high or very high data confidence. The most lagging dimension sector-wide is the one high performers invest in most. 03 FM and stewardship as one function r = 0.448 correlation FM and stewardship maturity are strongly correlated. Organizations advanced in one tend to advance in both. Stewardship carries higher average friction (3.18) than FM (2.96) — the gap widens in silos. Treating them separately is a false economy high performers have rejected. Defining the Solved State Only 13 orgs (6.7%) say manual work is not a challenge at all. Of them: avg Program Maturity Score 3.05, avg automation 2.23, 61.5% have oversight committees, and 46.2% use FundMiner. Higher maturity + more automation + governance structure + dedicated tooling — this is the blueprint for what resolution looks like. See It in Action ### High performers build the foundation first. Start here. Orgs with an oversight committee score 33% higher on FM maturity. A quick conversation with our team can show you where you stand today — and what the path to L3+ actually looks like. [Book Your Discovery Call →](https://www.fundminer.com/schedule-a-call-to-learn-more?hsLang=en) 09 / Voices from the Field ## 905 responses. In their own words. Across seven open-ended questions, respondents named the same problems in strikingly similar language — regardless of organization size, sector, or maturity level. Topic: All Manual Work Siloed Systems Unspent Funds Success & Vision Sector: All Education Healthcare Nonprofit / CF On Manual Work "We estimate approximately 10–15 hours per month of senior staff time is redirected toward manual fund reconciliation and data cleanup — roughly $5,000–$8,000 annually in hidden cost." FM Challenges · Education "The manual entries into our database platform and then those numbers are entered into a spreadsheet for other calculations does not make sense!" FM Challenges · Education "Financial data is manually manipulated before it’s handed off to the stewardship team." Coordinator / Analyst · Education "I once worked 12-hour days most days and take added work home in the evenings and weekends to maintain my personally-defined minimum standards." Survey Respondent · Education "There is no defined process for any part of the fund management process. Monthly fund balances are received the middle of the next month on a spreadsheet, and there is no way for fund holders to know their balance." Coordinator / Analyst · Healthcare "Unspent funds and the manual nature of all our fund management processes." VP · Healthcare "What keeps me up is the risk of data stagnation. Fundraising is increasingly driven by personalization and timing — if our database is messy or our insights are outdated, we’re essentially flying blind." Executive Director · Nonprofit / CF On Siloed Systems & Disconnected Data "Data is spread over multiple platforms and shadow databases, with little cooperation from the Budget Office." FM Gap · Education "If I could fix one thing, it would be having a single, clear view of all funds showing balances, restrictions, spending history, and impact in one place." Magic Wand · Education "Fund holders don’t know their fund balance or how to request funds. All fund balances are shared via spreadsheets with no real-time data." Coordinator / Analyst · Healthcare "Our biggest donor needs to ask for reports. If she does not feel properly stewarded, $500,000 in annual revenue is at risk." AVP · Community Foundation On Unspent & Underutilized Funds "Just with scholarships alone, we generated about $4 million last fiscal year yet only about half was awarded to students — despite the money being there and seemingly having students that fit the criteria." FM Challenges · Education "Not knowing if we are spending donor dollars for the purpose for which the fund was created. Students are missing out on scholarships, and programs are missing out on funds that could help them grow." Risk / Keeps Up · Education "Fund management is currently costing our organization time and money — time because of the human resource it takes to clean up a decade’s worth of work, and money because we have unused funds sitting year over year." Director · Healthcare "Reputational risk if unspent dollars — or not meeting donor intentions." VP · Healthcare "The cost is in unspent funds, but also in staff time and proper donor stewardship — honoring intent, timely and impactful reporting." Coordinator · Nonprofit / CF On What Success Looks Like "Success is building systems that reduce manual follow-up, improve accountability, and allow the team to focus on higher-value, relationship-driven work." Success · Education "Having one reliable place to see the full story of each fund. That would save time, reduce manual work, and make it easier to support better decisions." Coordinator / Analyst · Ohio State, Education "Data-driven automated processes for impact and financial reporting. Note: wand is already in hand 😊" Magic Wand · FundMiner Customer "I just started this position; prior to the role, they had nothing. Everything is everywhere." Executive Director · Community Foundation "The implementation of a fund management platform that automated processes and allowed for more strategic conversations with service line leaders." Director · Healthcare "True success is building a diversified revenue engine that doesn’t rely on luck or a single donor — it means having systems in place that let you forecast, steward, and deliver consistently." Executive Director · Nonprofit / CF ![FundMiner](data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAI8AAAAnCAYAAAA2LBsQAAAAAXNSR0IArs4c6QAAAARnQU1BAACxjwv8YQUAAAAJcEhZcwAAFxEAABcRAcom8z8AAAssSURBVHhe7VlrkB1FFb4EEJCXgIIgiIo8RJadc2buJgRxeRQQkJdIqhRECFVEMIbw0CJhd+f03LubF4JAUZgoBYJUQaIWBWUl4AJ373T37BOSDRGpAIkmgLwJBSEBshnr9Ny+O/dmNxLA5c98Vf3jdp8+033669PnnJvLZciQIUOGDBkyZMiQIUOGDBkyZMiQIUOGDGOOyYsn71iQcD5J95f1zQ/d6aTcK6gXPCtf6POOJOVeG2gvX6spwRzZsI+Zr/FkKjXvZPs7uscfQBJ/VdB4Vu2MBDTgfpEknC8UXkSlxi9V+yk3Lig756bXFSi4Iuh2zmh5HA6t1TIMinPjAoUnkcSriwoPqx+34O/6EqcJ7fwkF+d2sP03RRN2I+1eQNK7jFYe/QXbv3jx5B1JuWcKiTOKfd4hVUUpUHfjN3iv7Srv1PQrOEiEeKWv3On1tiaNVwntXcx2svKtMv9d0t7UtLyQ3jQKG8+b0+d9K637c4HQjVMChWuEwk2mSfygrnF/iQ+ASs17kMSb2/u9WGj808ze/H5b6Yvca4TC94SENe1lPJD7DAEU3CIkbhEKXyj0wGX189oip5nn8FwK3fNsv1CNFwkJz6fXRxLeJwWrhYQnhIQ/tCk4rlYbH1SjIxT0BtqNhcJ7RiMaKfcW1icU/qcYwqRqf9SAQuHbQsIrQeRMtv1B1Hi8kPC0UKwXFjFRqsoq8JWzUCjYLCSWbR9fCJLOXULhxpHtDB8JBRtJ4y8opnEzO4/aT2h8SCjcQCn5IJm/VmgISTq3tfQ0fbP262MIknhvIcKhQjfGhW53q9be57GRXrhx+XH7tz/W+DWh8G/zV46PgwjLs0ruUVvrg8WBxnjeinzMXor72LsJBSuCCONijxsLiWuCyGlOz2OPEyiMf/NMU1zswWlVfQoXBBFuTq+P1zR/ZVM8d3k+7hhwhyiE5cUQLk7rC5RzrlCwob3PjYNujH2JM9KehVHswdMCBe9UdA+RhFbuj+PcDgXtnjf/6SYmHpO2aOcIDVMCDRuLva7ZC0nnZlo27CmNjHIHk73iRtvXUvYOERpf4nk8Vm9n1tXR78V+iJezfKs+Ftp7cC3Lp/fOv+cNNsWzn/Lijn6XCXr/rau+vUv6+2MGX8E9QsIQL8qX7s/Z1acbPz8FiS7LFsveIaTwYSYGSeyiMH9EvT6+jUJj3DHgxaQTck1enNvRLzuD3M+NjedLLNOjx+5v55HEC4XEIXNgMk0eZwEp2GwMq9zpvKa2EE4pKPdMktDH5OC1k8Rn2yO3qTqvC84REt4NooRsQYTPBtqpPrX8pJKCHrMmZdpQWzkhDz95/GTNWZaPBXs5CaI6r9x4KXsq1suHKhR86IdwMe/RygiJTyU6oUoe6mk4mCS8yPsQEp4sSvd7RemeWLVzGU8m6Z5I0dH7snybdvJC4TpzLgrLgcbTi93uiUEPP8XOhULDy4ZYvfgy6WFPPaYgBX9kF8uboke9Y+rH0/hY5AlhERuunjzsHSqHZG5ZEOEQKfcuO2808gjp/I7JM/tJL27rrI2zCn0NRwrl3M9GFNrdQqF7nx0LJJzN5ClE5tkyt5qfThtPsZcpRLiBvaQljx9Cixkzz6z3o5HII6RziSWPJabQ+HpBezAsMzJ5hIR1vA+hcKntHw2kwBMS1/HlII0PUKl5Vzs2dcDdmT2psbGE9/1w2DOOKSx5OI6hyG1qpuad0i0t+2nJUzkofr8HzXMSueuFgmtY5uOQJwjd49PfYhS6ncOFxPcMgSQ+3b40ibMsecwha3b75ttbzC0P80cIiasSAnwy8lS83apAwZuzB7y4oEFRb/6riczo5GG7CIn9bU/geCp7E9tC9/iWcv77LQoP4+e9Km/Jw/tS+Oc0eTgmYs+YEBE2kB5e35jCkocNTApeJon/qjYFa0niQGsXNrDspyUPewGS+GKbwhOYKEn8A8+3qYYTAok//CTk4XhDSOhlD0ASVgeV4NmSh9fhK+wUGpfNWWa8xEOkcEBoMHEUafg9SdxEErdsD3nmrWhijzCVJD5gYxZ+Ytkr8LM0GnlYVij8QCh8lRS+xs2X8Lov4R2KsDBPTdzTyNeS56/XLT91d0Mafm7LiIGGfxv7KXglkG41oB9TWPLw28+LMYFgpbX3G6OsZ6/AsmnycAa23eRJDLdu4UJ3ZxE2Xs6Hk8RazkMk3ZnslbaXPHM73b0pxCdMBqhwtZWx5OFDZu9GyruB4xMmKHugjn4msjufv2WynO0kD6/TD2FKxxLnK0LhcuNJNcatIfyYJKwYjTzW27E8E942TgAK3Xgb9TTtZeQr5ElsBpuYZELiq0mDt03QbbwmPGK/Meaw5ClwHKLxzkA77dWmoGDSZsqNq8geJDQsmjdojPpkOgC1EAofZAOxK6dO9+vcx+64Sh6JL3HfTNmwT6BwgXHjmtNUkxabG7095Jn1lDm81/gwhMRnSDaY+ocljyFjCNffumTSLkJhJ5PMrEPj81xKEBIv+SSeh/WSxKlGPspP4n2xDYWC94TCt0YjTyXmKfEz9Gs1cU8mC7frB9y9zdNUyQhryFNJMtJNSPiQJN61cCC3s/3GmCMd83Dhz2QaqcZpq5Wd3ZvfTyhYyCkyexBOZ2t0lZp3Egr7THaj8d1ZlYJXPXlsZlJQ3pH8/pt4pRJMJ8QcmTzFsjcx/b27S827+mUIknTWGHmJHasjT0KKEM8SElab4Lvc9AOjX8OUT0se06+QhIR0AL4t8nTa/tFgyZPEVhAGXd4ZrV3jzyQFb5gQg+tvEufVzxtTpMlTkONNSr4t+Aqv5NjBeAyFS+d2j/8OH2Kci3egEOazwSoZwsPWBY9GHkag4ZRAwYZKQLtN8lAZT6MlTXuZFk3Yl8sMSTBs9L7CB17VOwJ5GFyruimasK+9FCThss+CPGZM4dJAm0Lo/yAPlKh06K63l5r34Bgn3WxVfrSAOeiF40jh5sDsGd4sRM7P0msYU4hKnYfJ8HHIw8EzewsmSJIGm02YOMLUPvj5U24cdHln8yHwHFMklM4gH3Kga8nD8Ms4zaTSUVJcFLquzqNhs3HVqVttimY9FY8j8c10IS+ZB+cIlZAniPCG9FgaafK0VYqEljxzmTwKNgapbIZU46VMKBOj6FryzHiQg3d8zlwEfmr01nWeSty3RSgYMnYbbluSOlhS7GzrQZe9u3mONf7FkscEzKFzFduAiRVo9znS2y6x/N8gFNxY6HE3cfYxUsV4JARd7qmkcBWFXO9AE/RWPAdnEW+1Sby6NrXMjRMRPFI0cQn8s1ZbLsfFQgpxgc1afOlcYseEghahYD0bmD2QbXyAHOsIif8oaOeCWo1cYcaTggjXzh3Mx34Xzqgftwikd4YvYYMvcSjtSbgQaZ7yyF1PIV5l+/n/tyByX2OvRMr7aVWRHS83nsZ/H1TqS2ts/6zHjjlAKFTJBYCP0nuxrRIc38oeqOVxPMyX+JwJ7DXekf5/zfwPqPDOind7gy9AdQFjCSo1HEwh/F1InLU9Ze5rS+6X/RCm8/83QuEzQkM3SbiD6xX1sgyKGps4paZw64NmtPfjgRTC7ULBb0kPV55vWjtht6DbFfw3ipBwt22k0Cft1MRAaVwTTdjN5zhEwaLWLufw+vE0SDr38t8q05cM758rvSKEhVz+v77T3bvav/Jo8/+eL+Fuzj6rSlKgMD+JJHQFZTy9pj/iFNu9L72P6n6kc28g8eZ0BksKbyCFXTM7t/4TlNdEEm9jm1+3/Njd68czZMiQIUOGDBkyZMiQIUOGDBkyZMiQIUOGDBkyZMiQIUOGDBkyfG74L6zOe8DMYPIDAAAAAElFTkSuQmCC) See what these findings mean for your organization. Book a discovery call with a FundMiner account executive — no pitch, no pressure. [Schedule a Discovery Call →](https://www.fundminer.com/schedule-a-call-to-learn-more?hsLang=en) © 2026 FundMiner · Survey conducted March–April 2026 · 205 respondents, 161 organizations · All data self-reported · Extrapolations are illustrative estimates.