--- title: "FundMiner x CASE: Advancing Education and Research in Fund Management" description: Explore FundMiner's partnership with CASE Insights to enhance fund management practices through research, whitepapers, and collaborative events for institutional advancement. --- [![FundMiner](https://www.fundminer.com/hs-fs/hubfs/FundMiner%20Logo-1.png?height=32&name=FundMiner%20Logo-1.png)](https://fundminer.com?hsLang=en) × [CASE](https://www.case.org/resources/partners/fundminer) [Schedule a Discovery Call →](https://www.fundminer.com/schedule-a-call-to-learn-more?hsLang=en) Research and Technology Partnership # FundMiner x CASE *A shared framework for Best Practices in Fund Management* In 2024, FundMiner partnered with CASE Insights on a two-year research initiative to understand how funds are actually managed across CASE member institutions. The result: a jointly published whitepaper on fund management guidelines for compliance, standards, and communication, with ongoing programming at CASE conferences nationwide. [Download the Whitepaper →](https://www.fundminer.com/fundminer-and-case-partnership#get-whitepaper) [Or schedule a discovery call](https://www.fundminer.com/schedule-a-call-to-learn-more?hsLang=en) 2 Years CASE Insights research initiative on fund management, 2024–2026 31 Institutions represented in year-one roundtables 9 In-depth practitioner interviews conducted in year two 5+ Joint sessions and webinars presented at CASE events Why This Partnership ## A partnership built on a shared commitment to our industry. CASE brings the community and insights to the advancement field, while FundMiner brings the data and tooling to act on it. ### CASE - A trusted, member-driven body for the advancement field, including the CASE Global Reporting Standards - Access to 30+ member institutions for roundtables, interviews, and benchmarking - A platform to spotlight best practices across higher ed, from Emory to the University of Nebraska Foundation - A growing online community for fund management practitioners to connect and share resources ### FundMiner - Real benchmarking data from the FundMiner Annual Benchmarking Survey, cited throughout the joint whitepaper - Hands-on product experience automating fund monitoring, compliance, and donor reporting at institutions like South Dakota State and UT El Paso - A research and content partnership that turns practitioner insight into industry-wide guidance - Ongoing presence at CASE conferences to keep fund management on the agenda, not just in the appendix The Research ## CASE Insights on Fund Management, in partnership with FundMiner. Year one centered on a CASE member survey and four themed roundtables. Year two added nine practitioner interviews and fresh benchmarking data, culminating in a whitepaper on the current state of fund management. 01 Oversight, Transparency & Accountability 02 Common Standards in Fund Management 03 Impact & Financial Reporting 04 Monitoring, Hygiene & Best Practices 62.7% of institutions report that more than 10% of their funds go unspent annually — 43.5% report more than 20% unspent $10M median value of unspent funds per institution, per FundMiner's 2026 Annual Benchmarking Survey Free Whitepaper ### Get the full whitepaper Institutional profiles from Emory, the University of Nebraska Foundation, South Dakota State, Ohio State, Texas State, and UT El Paso — plus four imperatives for driving institutional progress. "Stewardship is no longer just a function of advancement; it reflects how effectively the institution manages its commitments." Haider Ali · Head of Strategic Partnerships & Marketing, FundMiner Get the CASE Insights whitepaper - Sent instantly to your inbox - Co-published by CASE Insights and FundMiner - Insights from 31 CASE member institutions On the Stage Together ## Presenting alongside CASE and our member institutions. Fall 2024 CASE/FundMiner Roundtable Series Launches Four themed roundtables convene 30+ CASE member institutions to explore a common framework for fund management practices, guidelines, and standards. April 1, 2025 · CUF 2025 CASE/FundMiner Advancement Roundtable Results: Architecting the Future of Fund Management Chelsea Lamego (Co-Founder & CEO, FundMiner) and Aaron Rouse (Director of Fund Stewardship and Management, University of Nebraska Foundation) present findings from all four roundtable sessions. [View session →](https://www.case.org/conferences-training/conference-college-and-university-foundations-2025/sessions/casefundminer) April 7, 2025 · District IV Annual Conference Leading Fund Management Programs at Organizations of Different Types and Sizes Chelsea Lamego joins a panel with advancement leaders across the University of Texas System to discuss standardized, flexible compliance programs at scale. [View session →](https://www.case.org/conferences-training/district-iv-annual-conference-2025/sessions/leading-fund-management-programs) 2025 · CASE Learning Center Fund Management Key Findings Webinar Jenny Cooke Smith, Executive Director of CASE Insights, walks through the roundtable findings — oversight, standards, reporting, and data hygiene — and calls for continued community engagement. [Watch the recording →](https://learn.case.org/AssetListing/Fund-Management-Key-Findings-Webinar-6469/Recording-27824) 2025 & 2026 · FOFM Conference CASE Presents at FundMiner's Future of Fund Management Conference CASE joins FundMiner's own Annual Conference, bringing standards expertise directly to the practitioner community. April 9, 2026 · CUF 2026 Centralizing Fund Management for a Decentralized Campus: How Good Partnerships Deliver Value Chelsea Lamego and Nicole McDonald (Controller, University of Wisconsin Foundation) explore how WFAA improved coordination between foundation staff, finance teams, and academic units. [View session →](https://www.case.org/conferences-training/conference-college-and-university-foundations-2026/sessions/centralizing-fund) July 2026 · Summit for Leaders in Advancement Spending Money to Make Money: Activating Unused Philanthropic Funds Grounded in CASE Insights research in partnership with FundMiner, this session tackles the "rainy day" mindset holding institutions back from activating unused funds. Brooks Hull (VP, University Advancement, Texas State University), Chelsea Lamego (CEO & Co-Founder, FundMiner), Joshua Newton (Senior VP, Advancement and Alumni Engagement, Emory University), and Liz Rothenberg (President, Rothenberg Research) share how activating funds and communicating impact today lays the foundation for giving tomorrow. July 2026 · Summit for Leaders in Advancement The Invisible Tsunami: What Data Reveals About the Future of Advancement Chelsea Lamego draws on proprietary FundMiner benchmarking data to explore the growing gap between rising donor expectations and the systems institutions currently operate with — and what it means for advancement leaders preparing for what's next. Where to Find Us ## FundMiner at CASE events in 2026. As a CASE Educational Partner, FundMiner exhibits at conferences across the country all year. Stop by and say hello. District I & II Annual Conference Feb 17–19, 2026 Boston, MA District VII & VIII Annual Conference Mar 8–10, 2026 San Diego, CA District IV Annual Conference Apr 19–21, 2026 Dallas, TX District V & VI Annual Conference Apr 27–29, 2026 Indianapolis, IN Annual Conference for Donor Relations Professionals Jun 3–5, 2026 New Orleans, LA Conference for College and University Foundations (CUF) Jun 8–10, 2026 Seattle, WA Summit for Leaders in Advancement Jul 20–22, 2026 Seattle, WA Conference for Community College Advancement (CCCA) Oct 7–9, 2026 Palm Springs, CA In Their Words ## From the roundtables and the research. We found ourselves asking, 'How do we have the next conversation around ensuring that the work we are doing can really adhere to these standards?' And that was part of the impetus as we thought about this project. JC Jenny Cooke Smith Executive Director, CASE Insights We have a FundMiner partnership and that has been really useful. We are spending less time gathering and pushing out the information and more time strategizing around the funds we have. CP Carolyn Poss VP for Philanthropic Fulfillment, South Dakota State University Alumni & Foundation Explore, Connect, and Improve your Program Download the CASE Insights whitepaper or speak directly to someone at FundMiner about your organization. [Download the Whitepaper →](https://www.fundminer.com/fundminer-and-case-partnership#get-whitepaper) [Book a discovery call](https://www.fundminer.com/schedule-a-call-to-learn-more?hsLang=en) © 2026 FundMiner Inc. All rights reserved. · [Privacy Policy](https://www.fundminer.com/privacy-policy?hsLang=en) · [FundMiner on CASE.org](https://www.case.org/resources/partners/fundminer)