Problem Set CFRE capital campaigns Exam Questions
with All Answers Correctly Provided – Latest
2025/2026
What are different gift decision making types? - correct answer
Spontaneous, responsive and deliberately
What kind of questions do donors ask when making a donation? - correct
answer Who is asking? For how much? Why me? For what purpose?
Why now?
Why is annual fund important to major gifts? - correct answer Individuals
are unlikely to make a significant gift to a organization if it is new to him/her.
What are the two types of planned gifts? - correct answer Outright or
current (high intent immediate impact)-Complete transfer or realized gift of
cash or stock as part of an estate plan
Deferred- Testamentary giving or life income arrangements to be realized
in the future
Bequest - correct answer (high intent, future impact): The provision
made in a donors will through which charitable organization receives cash
and/or other assets at the time of the donors death
Charitable Gift Annuity - correct answer (high intent, future impact): a
legal contract between the donor and charitable organization through which
the donor exchanges cash, stocks or other assets for an agreed-upon
income for life
Charitable Remainder Trust - correct answer (high intent, future impact):
Used by donors to transfer assets to a trust, which then goes to the
,charitable organization after the death of the last beneficiary. The donor
retains a fixed or variable income for life.
Life estate contract - correct answer Agreement established by donors
transferring a deed of real property to a charitable organization while
reserving for themselves and/or someone else the right to live on or use the
property for life. Charitable deductions for life estate contracts are limited to
properties that are either personal residences or farms.
Charitable lead trust - correct answer (high intent immediate impact):
Established by a donor transferring assets to trust that provides income to
a nonprofit organization for a period of years. At the end of that, the trust
assets revert either to the donor or someone else the donor designates.
Life insurance policy - correct answer (high intent, future impact: a)
transfer of ownership if an existing policy to the organization b) purchase of
a contract by the donor, in which the institution is named the beneficiary or
owner
Pooled income fund (high intent, future impact) - correct answer A
common trust to which many donors make contributions, and retain for
themselves a pro rata share of the funds earnings each year. As each
beneficiary dies the value of the fund attributed to that death is severed and
paid to the organization. It is similar to a mutual fund
Donor advised funds - correct answer donors give cash, stock or other
assets to a community foundation, the donor claims an immediate
charitable deduction, the money is invested while the donor determines
what charities to contribute to
, What are the benefits of planned gifts to donors? - correct answer
Increases opportunity to give and receive a current income tax deduction
Income tax deductions
Provides a source of fixed or variable income and retirement income
Reduction of capital gains tax potential for increased income
Asset-management
Some allow donor to pass asset to an heir (e.g. A charitable lead trust)
What are some of the advantages of planned giving to the organization? -
correct answer -establishes a long term relationship with the donor
-encourages donor to think about gifts of assets
-often provides future funds
-enhances opportunities for charitable requests
When determining best giving method what should planned giving officers
ask? - correct answer Are you looking for income? Now or in the future?
Are you looking to pass an asset onto an heir?
Why is it important to market planned giving? - correct answer Planned
giving usually involves transferring assets, this is a difficult decision for
donor to make therefore it is important for the planned giving officer to use
a repertoire of activities to keep donors educated about giving opportunities
Who are most likely donors to make a planned gift? - correct answer -
most planned giving prospects are current donors, so target people who
already have a relationship with the org.
-not necessarily just donors who have given large gifts, giving from assets
or estates allows those with less liquid income to make a substantial
investment with less immediate ramifications than a outright gift
with All Answers Correctly Provided – Latest
2025/2026
What are different gift decision making types? - correct answer
Spontaneous, responsive and deliberately
What kind of questions do donors ask when making a donation? - correct
answer Who is asking? For how much? Why me? For what purpose?
Why now?
Why is annual fund important to major gifts? - correct answer Individuals
are unlikely to make a significant gift to a organization if it is new to him/her.
What are the two types of planned gifts? - correct answer Outright or
current (high intent immediate impact)-Complete transfer or realized gift of
cash or stock as part of an estate plan
Deferred- Testamentary giving or life income arrangements to be realized
in the future
Bequest - correct answer (high intent, future impact): The provision
made in a donors will through which charitable organization receives cash
and/or other assets at the time of the donors death
Charitable Gift Annuity - correct answer (high intent, future impact): a
legal contract between the donor and charitable organization through which
the donor exchanges cash, stocks or other assets for an agreed-upon
income for life
Charitable Remainder Trust - correct answer (high intent, future impact):
Used by donors to transfer assets to a trust, which then goes to the
,charitable organization after the death of the last beneficiary. The donor
retains a fixed or variable income for life.
Life estate contract - correct answer Agreement established by donors
transferring a deed of real property to a charitable organization while
reserving for themselves and/or someone else the right to live on or use the
property for life. Charitable deductions for life estate contracts are limited to
properties that are either personal residences or farms.
Charitable lead trust - correct answer (high intent immediate impact):
Established by a donor transferring assets to trust that provides income to
a nonprofit organization for a period of years. At the end of that, the trust
assets revert either to the donor or someone else the donor designates.
Life insurance policy - correct answer (high intent, future impact: a)
transfer of ownership if an existing policy to the organization b) purchase of
a contract by the donor, in which the institution is named the beneficiary or
owner
Pooled income fund (high intent, future impact) - correct answer A
common trust to which many donors make contributions, and retain for
themselves a pro rata share of the funds earnings each year. As each
beneficiary dies the value of the fund attributed to that death is severed and
paid to the organization. It is similar to a mutual fund
Donor advised funds - correct answer donors give cash, stock or other
assets to a community foundation, the donor claims an immediate
charitable deduction, the money is invested while the donor determines
what charities to contribute to
, What are the benefits of planned gifts to donors? - correct answer
Increases opportunity to give and receive a current income tax deduction
Income tax deductions
Provides a source of fixed or variable income and retirement income
Reduction of capital gains tax potential for increased income
Asset-management
Some allow donor to pass asset to an heir (e.g. A charitable lead trust)
What are some of the advantages of planned giving to the organization? -
correct answer -establishes a long term relationship with the donor
-encourages donor to think about gifts of assets
-often provides future funds
-enhances opportunities for charitable requests
When determining best giving method what should planned giving officers
ask? - correct answer Are you looking for income? Now or in the future?
Are you looking to pass an asset onto an heir?
Why is it important to market planned giving? - correct answer Planned
giving usually involves transferring assets, this is a difficult decision for
donor to make therefore it is important for the planned giving officer to use
a repertoire of activities to keep donors educated about giving opportunities
Who are most likely donors to make a planned gift? - correct answer -
most planned giving prospects are current donors, so target people who
already have a relationship with the org.
-not necessarily just donors who have given large gifts, giving from assets
or estates allows those with less liquid income to make a substantial
investment with less immediate ramifications than a outright gift
