CFRE Glossary of Fundraising Terms Exam Review
with Verified Solutions 2026/2027
1. Accountabily: The responsibility of a donee organization to ḳeep a donor informed about the use of the donor's gift. (See
Donor Bill of Right's)
2. Acḳnowledge: To express gratitude for (a gift or service) in written or oral form, communicated privately or publicly
3. Annual Fund: Any organized ettort by a nonprofit institution or program to secure gifts on an annual basis, either by mail or
through direct solicitation, or both. It includes gifts that are made in response to an annual fund solicitation to underwrite budgeted
expenses and are repeatable/replaceable. Frequently called Annual Appeal, or Annual Giving Program.
4. Annual Gift: A donation given yearly to provide reliable monies for ongoing programs and services
5. Benefit: A form of fundraising that involves the organization and staging of a special event for charitable
purposes, with all proceeds above expenses designated as a charitable contribution to the charitable institution concerned.
6. Campaign: An organized ettort to raise funds for a nonprofit organization through solicitation by volunteers
or by direct mail or both.
7. Capital Campaign: A campaign to raise substantial funds for a nonprofit organization to finance major building projects,
to supplement endowment funds and to meet other needs demanding extensive outlays of capital
8. Case: The combination of reasons advanced by an institution or agency in justifying its appeals for support, with emphasis on its
past, present and potential services. One of the three basic pedestals upon which fundraising success must rest. The others are
Leadership and fields of support.
9. Case Statement: A carefully prepared document that sets forth in detail the reasons why an institution or
agency merits support with substantial documentation of its services, its Human Resources, its potential for greater service, its needs
and its future plans.
10. Charitable Gift Annuity: As stipulated in an irrevocable contract, a fixed sum of money paid at certain
regulars times by a charity to a donor or other designated beneficiary, or both, in exchange for the donor's gift of cash or property
11. Charitable Institution: Any private institution or agency that operates on a nonprofit basis for the public
good and which is therefore exempt from taxation, with the exception of commercial operations in which it may be involved.
12. Constituency: A category of donors and prospective donors, such as alumni, parents, members, statt
doctors, former patients, and in a broader sense, individuals, corporations and foundations
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, 13. CRA: Canada Revenue Agency
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with Verified Solutions 2026/2027
1. Accountabily: The responsibility of a donee organization to ḳeep a donor informed about the use of the donor's gift. (See
Donor Bill of Right's)
2. Acḳnowledge: To express gratitude for (a gift or service) in written or oral form, communicated privately or publicly
3. Annual Fund: Any organized ettort by a nonprofit institution or program to secure gifts on an annual basis, either by mail or
through direct solicitation, or both. It includes gifts that are made in response to an annual fund solicitation to underwrite budgeted
expenses and are repeatable/replaceable. Frequently called Annual Appeal, or Annual Giving Program.
4. Annual Gift: A donation given yearly to provide reliable monies for ongoing programs and services
5. Benefit: A form of fundraising that involves the organization and staging of a special event for charitable
purposes, with all proceeds above expenses designated as a charitable contribution to the charitable institution concerned.
6. Campaign: An organized ettort to raise funds for a nonprofit organization through solicitation by volunteers
or by direct mail or both.
7. Capital Campaign: A campaign to raise substantial funds for a nonprofit organization to finance major building projects,
to supplement endowment funds and to meet other needs demanding extensive outlays of capital
8. Case: The combination of reasons advanced by an institution or agency in justifying its appeals for support, with emphasis on its
past, present and potential services. One of the three basic pedestals upon which fundraising success must rest. The others are
Leadership and fields of support.
9. Case Statement: A carefully prepared document that sets forth in detail the reasons why an institution or
agency merits support with substantial documentation of its services, its Human Resources, its potential for greater service, its needs
and its future plans.
10. Charitable Gift Annuity: As stipulated in an irrevocable contract, a fixed sum of money paid at certain
regulars times by a charity to a donor or other designated beneficiary, or both, in exchange for the donor's gift of cash or property
11. Charitable Institution: Any private institution or agency that operates on a nonprofit basis for the public
good and which is therefore exempt from taxation, with the exception of commercial operations in which it may be involved.
12. Constituency: A category of donors and prospective donors, such as alumni, parents, members, statt
doctors, former patients, and in a broader sense, individuals, corporations and foundations
1/7
, 13. CRA: Canada Revenue Agency
2/7
