Thank you. I’m looking forward to our conversation.
Scholarship Portfolio Pulse-Check | Sector Intelligence 2026
We appreciate your taking 15 minutes to share your perspective. Our goal for this listening tour is two-fold:
Benchmarking: Aggregating how peers are handling the shift from back-office tasks to board-level strategic risks.
Navigating Complexity: Helping leaders solve the conflict between maintaining hundreds of fragmented funds and the reality of ballooning operational costs.
We’ve found that many portfolios have become unintentionally risk-prone and non-strategic—where the sheer volume of legacy funds makes it impossible for staff to maintain strict regulatory compliance or meaningful student impact.
As a brief context-setting for our call, you may find these resources relevant to the sustainability challenges we’ll be discussing:
[Case Study] Modernizing the Community Foundation Portfolio
A look at how Austin Community Foundation updated their scholarship operations to reduce administrative drag and mitigate fiduciary risk.
[Resource] The 2026 Scholarship Program Health Checklist
A 5-minute diagnostic tool we’ve been using with leadership teams to identify hidden liabilities and inefficiencies that drain time, energy, and resources.