CFRE – ALL EXAM 100% GUARANTEED
PASS
Philanthropy e- ecorrect eanswers e-voluntary eaction efor ethe ecommon egood... e-
eRobert eL. ePayton, eas equoted ein eGreenfield's eFundraising eFundamentals
Number eof enonprofits eregistered ewith eIRS e- ecorrect eanswers e-US: e1.4 emil; e63%
eregistered eas e501c3... e161K ein eCanada
Donors egive efor ethe efollowing ereasons e- ecorrect eanswers e-moral eobligation eto
ehelp... epersonal esatisfaction eof ehelping eothers... eto eremove eguilt efor enot egiving...
eto emaintain/improve esocial estatus... epeer epressure... ecompassion/empathy...
epersonal eidentification... eself-interest... ereligious einfluence... eneed eto ebe eneeded...
esubstitution efor eactive eparticipation... esupport efor emission eand epurpose... epersonal
erelationship... eappreciation efor emission... eevidence eof eone's esuccess... eto eexpress
eanger, eor elove, eor ehope... eto eend efear... eout eof ethe ecause's eappeal... eto ebe
eremembered... eto egain erecognition... eto ejoin egroup, esense eof ebelonging e... eto
epreserve ethe especies... eto egain eimmorality... efor epsychic eself-satisfaction... edesire
eto eprovide epublic egoods... eto efulfill econdition efor eemployment... ein eresponse eto
eleadership efrom epeers... eto ebe eagent efor epublic egood... esatisfaction efrom eseeing
eothers esatisfied... etax ebenefits
,giving enearly ealways eimplies e- ecorrect eanswers e-some esort eof econnection eto ethe
eorg
giving emay eprovide e- ecorrect eanswers e-some etype eof ereturn ein ewhat ethe eorg ewill
edo efor ethem eor esomeone eclose eto ethem
effective efundraisers eseek eto ediscover... e- ecorrect eanswers e-what eis eimportant eto
eany epotential edonor, eand etap ethat eneed eto eencourage eand esupport egiving. eThis
erequires ebeing eable eto elook eat ethe eorg's emission eand eprograms ethrough ethe
eeyes eof ethe edonor erather ethat efrom ethe eperspective eof ethose ewho erun ethe eorg.
key eactivities ein efundraising e- ecorrect eanswers e-research, emarketing, erelationships,
eethics e& eaccountability
Research esupports efundraising eby e- ecorrect eanswers e-identifying estakeholders eand
epotential edonors, eproviding einfo eabout estakeholders, eensuring eappropriate
eresource eallocation, eplanning, eevaluation, erating estakeholders efor erelationship
ebuilding eand eservice epriorities
Roles eof emarketing ein efundraising e- ecorrect eanswers e-communicate epurpose eand
eactivities, epromote emission eand ecase efor esupport, eencourage eparticipation ein
efundraising eactivities, eencourage edonations, ecommunicate efundraising eresults,
eadvocate ethe ecase
Relationships e- ecorrect eanswers e-the eheart eof efundraising
Relationships esupport efundraising eby e- ecorrect eanswers e-adding eprospects eand
edeveloping ethem einto eactive/regular edonors, esupport eother etypes eof econtributions,
eengage estakeholders ein ethe eorganization, eintegrate ewith eresearch eand emarketing,
eallow egetting eto eknow eprospects eand einterests, esupport estewardship
ethics eand eaccountability eensure e- ecorrect eanswers e-stakeholder etrust eand
econfidence, eassets eare emanaged eand eaccounted efor edata ecollected eand eused
eproperly, edonor eprivacy eand erights emaintained, ereporting/other erequirements
efulfilled, eprograms eexecuted eas epromised, edonors eare eretained
Why eresearch? e- ecorrect eanswers e-ensures eappropriate eresource eallocation, ehelps
ebuild estaff eand evolunteer econfidence, eadds eelement eof ejoy ean ediscovery eto
eprospecting
How edoes eResearch eensure eappropriate eresource eallocation? e- ecorrect eanswers e-
allows estaff/volunteers eto efocus eefforts eon eprospects ewho ecan eprovide ethe emost
egood.... eHelps ein eplanning ehow eto euse evolunteers ein ethe eorganization e(number
eand etypes eof evolunteers eneeded)
,How edoes eResearch ehelp ebuild estaff eand evolunteer econfidence? e- ecorrect
eanswers e-Backed eby egood einformation, ethe eprocess eof ecultivation eand
esolicitation ehas egreater echances efor esuccess.
How edoes egood eResearch eadd ean eelement eof ejoy eand ediscovery eto
eprospecting? e- ecorrect eanswers e-adds econfidence, ewhich eeliminates eanticipation
eof eprospecting eas ea echore, emakes eit emore elike esolving ea egood emystery e- ewith
ewhom ecan ewe esuccessfully econnect? eHow ecan ewe emake eour ecase ecompelling?
eHow emuch ewill ethey egive?
Marketing e- ea eformal edefinition e- ecorrect eanswers e-the eprocess eof egathering,
erecording, eand eanalyzing einformation epertaining eto ethe emarketing eof egoods eand
eservices
Marketing e- ea esimpler edefinition e- ecorrect eanswers e-the eprocess eof efinding eout
ethe ewants eand eneeds eof ecurrent eand epotential emarkets
Rosso's eConcentric eCircles e- eouter ecircle e- ecorrect eanswers e-People ewith esimilar
einterests
Rosso's eConcentric eCircles e- eat ethe ecore e- ewho eare ethese eprimary estakeholders?
e- ecorrect eanswers e-Major eDonors, eBoard, eManagement eStaff e(these epeople ehave
ethe eresponsibility eto ebring ethose ein ethe eouter ecircles ecloser)
Rosso's eConcentric eCircles e- esecond eto eouter ecircle e- ecorrect eanswers e-Former
eParticipants
Rosso's eConcentric eCircles e- ecloses eto ecore e- ecorrect eanswers e-Clients,
eMembers, eEmployees, eVolunteers, eGeneral eDonors
Critical eFactors efor ea ePhilanthropy-Friendly eEnvironment e- ecorrect eanswers e-
donor-focused eresearch... etargeted ecases, econstituents, emethods... estrategic
ecommunications... estewardship e- ethe emost eimportant eof eall
The ecritical ebalance e- ecorrect eanswers e-Development eprofessionals emust efind ea
eway eto ebalance ethe eneeds eof ethe ecommunity ewith ethe einterests/needs eof
edonors eand ethe eneeds eof ethe eorganization
Prospecting: ethe edefinition e- ecorrect eanswers e-The esystematic eacquisition eand
erecording eof edata ethat eforms ethe ebasis efor eestablishing, emaintaining, eand
eexpanding ethe elong-term egift erelationship, ewith ethe eultimate egoal eof econverting
edonors einto emajor egift edonors e(looking efor ethe efundraising egold!)
7 epoints eof econstituency edevelopment e- ecorrect eanswers e-Identify efundable
eprojects e(part eof eorg's estrategic eplan eand eobjectives)... ematch eprospects eto
eprojects e(use eRosso's emodel)... eConduct eresearch ein eways ethat eare: ethorough
, eand erealistic, ecumulative eand eongoing e(keep ecurrent), eorganized, eethical eand
econfidential... eIdentify eopportunities eto einvolve eprospects
What's ethe edifference ein ea eProspect e(suspect) eand ea eQualified eProspect? e-
ecorrect eanswers e-Prospect/suspect eis ea epossible esource eof esupport ewhose
ephilanthropic einterests eappear eto ebe ea ematch ewith eyour eorganization, ewhose
eability eto egive, einterests, eand elinkages ehave enot ebeen equalified evia eresearch.....
eWhereas ea eQualified eProspect eis ea eprospect ewho econtinues eto equalify eas ea
elogical esource eof esupport efor ethe eorganization ethroughout ea eresearch,
eevaluation, eand ecultivation eprocess
the ebest eresearch emethod edepends eon... e- ecorrect eanswers e-the eorg's escope,
eresources eand eobjectives... eand eon ewhether eprospects eare eindividuals,
ebusiness/corp's, efoundations, egov eagencies, eor eother enonprofits
Research emethods eto econsider... e- ecorrect eanswers e-mailed/electronic
equestionnaires... einternet edatabases... ein eperson einterviews... etelephone einterviews
Four esources eof einformation efor eResearch e- ecorrect eanswers e-1. ePersonal
econtacts e(conversations, einterviews, esurveys)... e2. ePublications/reports e(journals,
enewspapers, edirectories, emagazines, ephilanthropic edirectories, eannual ereports,
ecorp/foundation ecommunity einvolvement ereports... e3. eParticipation erecords e(event
eattendees, eprogram eparticipants, ethose ewho einquire)... e4. ePublic einformation
information eto einclude ein ea euseful eprospect eprofile e- ecorrect eanswers e-complete
econtact einfo, ebiographical edata, ebusiness ehistory, egiving ehistory ewith eyour eorg,
ecultivation/solicitation econtact erecords, epublicly eavailable egiving einfo efrom eother
eorgs, esources eof einfo echecked efor eprospect eand emost erecent ereview edates,
egeneral eand especific einterests
Research epitfalls e- ecorrect eanswers e-putting eoff eresearch euntil eyou e"have etime",
eexpecting einterns eor enew evolunteers eto eknow ewhat eto egather, esending eout
ecultivation/solicitation eteams ewith eincorrect einformation, etrying eto efind eout
eeverything eabout eeverybody
Prospect/donor eprofiles ehelp eyou eselect ethe eright... e- ecorrect eanswers e-right
eperson... eto eask ethe eright eperson... eat ethe eright etime... ein ethe eright eway... efor
ethe eright eamount
Inquiries eto euse ein eresearching efoundations... e- ecorrect eanswers e-is ethere esupport
efor esimilar eagencies?... eDoes ethe efoundation eclearly estate esupport efor ethe etype
eof eproject eand/or econtribution esought?... eIs efunding eprovided ein ethe eorg's
egeographic earea?... eIs ethe erequest eamount ecompatible ewith eprior egiving ehistory?
Inquiries eto euse ein eresearching ecorporations... e- ecorrect eanswers e-are eboard
emembers eaffiliated ewith ecompany?... eAre eservices eused eby eemployees eand
PASS
Philanthropy e- ecorrect eanswers e-voluntary eaction efor ethe ecommon egood... e-
eRobert eL. ePayton, eas equoted ein eGreenfield's eFundraising eFundamentals
Number eof enonprofits eregistered ewith eIRS e- ecorrect eanswers e-US: e1.4 emil; e63%
eregistered eas e501c3... e161K ein eCanada
Donors egive efor ethe efollowing ereasons e- ecorrect eanswers e-moral eobligation eto
ehelp... epersonal esatisfaction eof ehelping eothers... eto eremove eguilt efor enot egiving...
eto emaintain/improve esocial estatus... epeer epressure... ecompassion/empathy...
epersonal eidentification... eself-interest... ereligious einfluence... eneed eto ebe eneeded...
esubstitution efor eactive eparticipation... esupport efor emission eand epurpose... epersonal
erelationship... eappreciation efor emission... eevidence eof eone's esuccess... eto eexpress
eanger, eor elove, eor ehope... eto eend efear... eout eof ethe ecause's eappeal... eto ebe
eremembered... eto egain erecognition... eto ejoin egroup, esense eof ebelonging e... eto
epreserve ethe especies... eto egain eimmorality... efor epsychic eself-satisfaction... edesire
eto eprovide epublic egoods... eto efulfill econdition efor eemployment... ein eresponse eto
eleadership efrom epeers... eto ebe eagent efor epublic egood... esatisfaction efrom eseeing
eothers esatisfied... etax ebenefits
,giving enearly ealways eimplies e- ecorrect eanswers e-some esort eof econnection eto ethe
eorg
giving emay eprovide e- ecorrect eanswers e-some etype eof ereturn ein ewhat ethe eorg ewill
edo efor ethem eor esomeone eclose eto ethem
effective efundraisers eseek eto ediscover... e- ecorrect eanswers e-what eis eimportant eto
eany epotential edonor, eand etap ethat eneed eto eencourage eand esupport egiving. eThis
erequires ebeing eable eto elook eat ethe eorg's emission eand eprograms ethrough ethe
eeyes eof ethe edonor erather ethat efrom ethe eperspective eof ethose ewho erun ethe eorg.
key eactivities ein efundraising e- ecorrect eanswers e-research, emarketing, erelationships,
eethics e& eaccountability
Research esupports efundraising eby e- ecorrect eanswers e-identifying estakeholders eand
epotential edonors, eproviding einfo eabout estakeholders, eensuring eappropriate
eresource eallocation, eplanning, eevaluation, erating estakeholders efor erelationship
ebuilding eand eservice epriorities
Roles eof emarketing ein efundraising e- ecorrect eanswers e-communicate epurpose eand
eactivities, epromote emission eand ecase efor esupport, eencourage eparticipation ein
efundraising eactivities, eencourage edonations, ecommunicate efundraising eresults,
eadvocate ethe ecase
Relationships e- ecorrect eanswers e-the eheart eof efundraising
Relationships esupport efundraising eby e- ecorrect eanswers e-adding eprospects eand
edeveloping ethem einto eactive/regular edonors, esupport eother etypes eof econtributions,
eengage estakeholders ein ethe eorganization, eintegrate ewith eresearch eand emarketing,
eallow egetting eto eknow eprospects eand einterests, esupport estewardship
ethics eand eaccountability eensure e- ecorrect eanswers e-stakeholder etrust eand
econfidence, eassets eare emanaged eand eaccounted efor edata ecollected eand eused
eproperly, edonor eprivacy eand erights emaintained, ereporting/other erequirements
efulfilled, eprograms eexecuted eas epromised, edonors eare eretained
Why eresearch? e- ecorrect eanswers e-ensures eappropriate eresource eallocation, ehelps
ebuild estaff eand evolunteer econfidence, eadds eelement eof ejoy ean ediscovery eto
eprospecting
How edoes eResearch eensure eappropriate eresource eallocation? e- ecorrect eanswers e-
allows estaff/volunteers eto efocus eefforts eon eprospects ewho ecan eprovide ethe emost
egood.... eHelps ein eplanning ehow eto euse evolunteers ein ethe eorganization e(number
eand etypes eof evolunteers eneeded)
,How edoes eResearch ehelp ebuild estaff eand evolunteer econfidence? e- ecorrect
eanswers e-Backed eby egood einformation, ethe eprocess eof ecultivation eand
esolicitation ehas egreater echances efor esuccess.
How edoes egood eResearch eadd ean eelement eof ejoy eand ediscovery eto
eprospecting? e- ecorrect eanswers e-adds econfidence, ewhich eeliminates eanticipation
eof eprospecting eas ea echore, emakes eit emore elike esolving ea egood emystery e- ewith
ewhom ecan ewe esuccessfully econnect? eHow ecan ewe emake eour ecase ecompelling?
eHow emuch ewill ethey egive?
Marketing e- ea eformal edefinition e- ecorrect eanswers e-the eprocess eof egathering,
erecording, eand eanalyzing einformation epertaining eto ethe emarketing eof egoods eand
eservices
Marketing e- ea esimpler edefinition e- ecorrect eanswers e-the eprocess eof efinding eout
ethe ewants eand eneeds eof ecurrent eand epotential emarkets
Rosso's eConcentric eCircles e- eouter ecircle e- ecorrect eanswers e-People ewith esimilar
einterests
Rosso's eConcentric eCircles e- eat ethe ecore e- ewho eare ethese eprimary estakeholders?
e- ecorrect eanswers e-Major eDonors, eBoard, eManagement eStaff e(these epeople ehave
ethe eresponsibility eto ebring ethose ein ethe eouter ecircles ecloser)
Rosso's eConcentric eCircles e- esecond eto eouter ecircle e- ecorrect eanswers e-Former
eParticipants
Rosso's eConcentric eCircles e- ecloses eto ecore e- ecorrect eanswers e-Clients,
eMembers, eEmployees, eVolunteers, eGeneral eDonors
Critical eFactors efor ea ePhilanthropy-Friendly eEnvironment e- ecorrect eanswers e-
donor-focused eresearch... etargeted ecases, econstituents, emethods... estrategic
ecommunications... estewardship e- ethe emost eimportant eof eall
The ecritical ebalance e- ecorrect eanswers e-Development eprofessionals emust efind ea
eway eto ebalance ethe eneeds eof ethe ecommunity ewith ethe einterests/needs eof
edonors eand ethe eneeds eof ethe eorganization
Prospecting: ethe edefinition e- ecorrect eanswers e-The esystematic eacquisition eand
erecording eof edata ethat eforms ethe ebasis efor eestablishing, emaintaining, eand
eexpanding ethe elong-term egift erelationship, ewith ethe eultimate egoal eof econverting
edonors einto emajor egift edonors e(looking efor ethe efundraising egold!)
7 epoints eof econstituency edevelopment e- ecorrect eanswers e-Identify efundable
eprojects e(part eof eorg's estrategic eplan eand eobjectives)... ematch eprospects eto
eprojects e(use eRosso's emodel)... eConduct eresearch ein eways ethat eare: ethorough
, eand erealistic, ecumulative eand eongoing e(keep ecurrent), eorganized, eethical eand
econfidential... eIdentify eopportunities eto einvolve eprospects
What's ethe edifference ein ea eProspect e(suspect) eand ea eQualified eProspect? e-
ecorrect eanswers e-Prospect/suspect eis ea epossible esource eof esupport ewhose
ephilanthropic einterests eappear eto ebe ea ematch ewith eyour eorganization, ewhose
eability eto egive, einterests, eand elinkages ehave enot ebeen equalified evia eresearch.....
eWhereas ea eQualified eProspect eis ea eprospect ewho econtinues eto equalify eas ea
elogical esource eof esupport efor ethe eorganization ethroughout ea eresearch,
eevaluation, eand ecultivation eprocess
the ebest eresearch emethod edepends eon... e- ecorrect eanswers e-the eorg's escope,
eresources eand eobjectives... eand eon ewhether eprospects eare eindividuals,
ebusiness/corp's, efoundations, egov eagencies, eor eother enonprofits
Research emethods eto econsider... e- ecorrect eanswers e-mailed/electronic
equestionnaires... einternet edatabases... ein eperson einterviews... etelephone einterviews
Four esources eof einformation efor eResearch e- ecorrect eanswers e-1. ePersonal
econtacts e(conversations, einterviews, esurveys)... e2. ePublications/reports e(journals,
enewspapers, edirectories, emagazines, ephilanthropic edirectories, eannual ereports,
ecorp/foundation ecommunity einvolvement ereports... e3. eParticipation erecords e(event
eattendees, eprogram eparticipants, ethose ewho einquire)... e4. ePublic einformation
information eto einclude ein ea euseful eprospect eprofile e- ecorrect eanswers e-complete
econtact einfo, ebiographical edata, ebusiness ehistory, egiving ehistory ewith eyour eorg,
ecultivation/solicitation econtact erecords, epublicly eavailable egiving einfo efrom eother
eorgs, esources eof einfo echecked efor eprospect eand emost erecent ereview edates,
egeneral eand especific einterests
Research epitfalls e- ecorrect eanswers e-putting eoff eresearch euntil eyou e"have etime",
eexpecting einterns eor enew evolunteers eto eknow ewhat eto egather, esending eout
ecultivation/solicitation eteams ewith eincorrect einformation, etrying eto efind eout
eeverything eabout eeverybody
Prospect/donor eprofiles ehelp eyou eselect ethe eright... e- ecorrect eanswers e-right
eperson... eto eask ethe eright eperson... eat ethe eright etime... ein ethe eright eway... efor
ethe eright eamount
Inquiries eto euse ein eresearching efoundations... e- ecorrect eanswers e-is ethere esupport
efor esimilar eagencies?... eDoes ethe efoundation eclearly estate esupport efor ethe etype
eof eproject eand/or econtribution esought?... eIs efunding eprovided ein ethe eorg's
egeographic earea?... eIs ethe erequest eamount ecompatible ewith eprior egiving ehistory?
Inquiries eto euse ein eresearching ecorporations... e- ecorrect eanswers e-are eboard
emembers eaffiliated ewith ecompany?... eAre eservices eused eby eemployees eand
