CASE All Districts Online 2023-Foundation Fund Administration

Video Transcription

Video Summary

In this video, Veronica Roman, the director of Foundation Project Administration and Advancement Services at California State University San Marcos, discusses the importance of fund management in donor stewardship. She explains that fund management ensures fiduciary responsibilities are met and provides transparency to donors. Roman shares her process for implementing a required spending plan for donor funds, which includes reviewing accounts, establishing spending plans, and monitoring expenditures. She also discusses her role in overseeing endowment financial reporting, reviewing scholarship accounts, and conducting expenditure reviews. Roman emphasizes the need to honor donor intent and maintain compliance in fund management. She concludes by highlighting the importance of transparency and maintaining strong relationships with campus partners and donors. Overall, the video provides insights into the strategies and processes involved in fund administration and highlights the significance of effective fund management in the university setting.

Asset Caption

CASE Career Level: 5
CASE Competencies: Integrity and Professionalism, Industry/Sector Expertise

Keywords

Veronica Roman

Foundation Project Administration

Advancement Services

California State University San Marcos

fund management

donor stewardship

fiduciary responsibilities

transparency