MMB CFRE EXAM WITH ACCURATE
SOLUTIONS
Securing the Gift: - ANS-1. Develop a compelling case for support involving
stakeholders in order to communicate the rationale for supporting the orgs fundraising
program.
2. Apply prospect research data to develop a solicitation plan for involvement for
individual donors and/or donor groups
3. Design a comprehensive solicitation program to generate financial support for the
organization's purpose.
4. Prepare donor-focused and segmented solicitation communications in order to
influence and facilitate informed gift decisions.
5. Ask for and secure gifts from prospects in order to generate financial support for the
organizations purpose.
6. Evaluate the solicitation program using appropriate criteria and methodology to
produce accurate, analytical reports for effective decision making.
Develop a compelling __________ for support involving stakeholders in order to
communicate the rationale for supporting the orgz fundraising program. - ANS-CASE
An organizations CASE is related to its ___________. - ANS-CAUSE
Because problems and needs exist in society, ________ emerge. - ANS-Causes
Worthiness of the CAUSE should relate to: - ANS-1. Capacity to address probs
2. Ability to adjust focus & problem solving capabilities to meet changing markets or
societal needs.
3. Relevancy to public need or problem and to its constituencies
4. Clear image of importance w/in own field and w/ in sphere of influence
5. Urgency to address prob/needs.
The __________ is the expression of the cause, or why anyone should contribute to the
advancement of the cause. - ANS-CASE
Description of CASE - ANS--The Case is bigger than the org's needs and bigger than
the org itself.
, -Typically there is one LARGE Case for the org as a whole; from it, smaller individual
case statements are developed for various constituencies and programs.
The case is driven by... - ANS-the mission and strategic plan of the org.
What describes the org's goals and objectives and covers the programs and services it
provides? - ANS-Case for Support
The case helps make it possible to match - ANS-the org's needs to the donor's needs.
What are the 3 key elements of a Case? - ANS-Org's Purpose, Content, Focus
The Purpose section of the case should include: - ANS-1. Orgs' aims, purposes, and
mission
2. presents a case for current programs,
3. shows how new programs will benefit
4. show the org's impact on its community in a variety of ways, now and in the future.
The Content of the case should centralize information about a variety of subjects,
including: - ANS-1. Org needs
2. Cause
3. Mission
4. Goals
5. Objectives
6. Strategies & Task Plans
7. Governance
8. Staff Competence for the Mission
9. Financial History
10. Facilities
Typically, the case will have a particular focus... it might be one, two, or all three of
these "Case Categories":
**Refer to Case Categories Chart, P. 12 study guide - ANS-1. unrestricted operating
support
2. restricted gifts for operations
3. restricted gifts for special needs - capital, endowment, or other
What is a written version of the case for a specific constituency or campaign, derived
from the org's overall case? - ANS-Case Statement
The Case Statement includes: (5) - ANS-1. Org's services, programs, objectives
2. How the fundraising goals support the org.; including how funds will be used, why
reaching goal is vital to society and those served by the org; how success of the
fundraising program will strengthen the org
SOLUTIONS
Securing the Gift: - ANS-1. Develop a compelling case for support involving
stakeholders in order to communicate the rationale for supporting the orgs fundraising
program.
2. Apply prospect research data to develop a solicitation plan for involvement for
individual donors and/or donor groups
3. Design a comprehensive solicitation program to generate financial support for the
organization's purpose.
4. Prepare donor-focused and segmented solicitation communications in order to
influence and facilitate informed gift decisions.
5. Ask for and secure gifts from prospects in order to generate financial support for the
organizations purpose.
6. Evaluate the solicitation program using appropriate criteria and methodology to
produce accurate, analytical reports for effective decision making.
Develop a compelling __________ for support involving stakeholders in order to
communicate the rationale for supporting the orgz fundraising program. - ANS-CASE
An organizations CASE is related to its ___________. - ANS-CAUSE
Because problems and needs exist in society, ________ emerge. - ANS-Causes
Worthiness of the CAUSE should relate to: - ANS-1. Capacity to address probs
2. Ability to adjust focus & problem solving capabilities to meet changing markets or
societal needs.
3. Relevancy to public need or problem and to its constituencies
4. Clear image of importance w/in own field and w/ in sphere of influence
5. Urgency to address prob/needs.
The __________ is the expression of the cause, or why anyone should contribute to the
advancement of the cause. - ANS-CASE
Description of CASE - ANS--The Case is bigger than the org's needs and bigger than
the org itself.
, -Typically there is one LARGE Case for the org as a whole; from it, smaller individual
case statements are developed for various constituencies and programs.
The case is driven by... - ANS-the mission and strategic plan of the org.
What describes the org's goals and objectives and covers the programs and services it
provides? - ANS-Case for Support
The case helps make it possible to match - ANS-the org's needs to the donor's needs.
What are the 3 key elements of a Case? - ANS-Org's Purpose, Content, Focus
The Purpose section of the case should include: - ANS-1. Orgs' aims, purposes, and
mission
2. presents a case for current programs,
3. shows how new programs will benefit
4. show the org's impact on its community in a variety of ways, now and in the future.
The Content of the case should centralize information about a variety of subjects,
including: - ANS-1. Org needs
2. Cause
3. Mission
4. Goals
5. Objectives
6. Strategies & Task Plans
7. Governance
8. Staff Competence for the Mission
9. Financial History
10. Facilities
Typically, the case will have a particular focus... it might be one, two, or all three of
these "Case Categories":
**Refer to Case Categories Chart, P. 12 study guide - ANS-1. unrestricted operating
support
2. restricted gifts for operations
3. restricted gifts for special needs - capital, endowment, or other
What is a written version of the case for a specific constituency or campaign, derived
from the org's overall case? - ANS-Case Statement
The Case Statement includes: (5) - ANS-1. Org's services, programs, objectives
2. How the fundraising goals support the org.; including how funds will be used, why
reaching goal is vital to society and those served by the org; how success of the
fundraising program will strengthen the org
