CFRE principal giving Learning Checks Exam
Questions with Complete Answers 2025/2026
Corporate philanthropy - correct answer Support through gifts,
equipment, supplies, or other contributions by business firms to charitable
institutions, sometimes through organized programs that may include
corporate foundations.
Cultivation - correct answer The process of promoting or encouraging
interest and/or involvement on the part of a potential donor or volunteer
leader; an educative process to inform about an institution and the reasons
why it merits support.
Deferred gift - correct answer See planned gift: A gift provided for legally
during the donor's lifetime, but whose principal benefits do not accrue to the
institution until some future time, usually at the death of the donor or his or
her income beneficiary.
Designated gift - correct answer A restricted or commemorative gift
made for a specific purpose and designated for a specific use.
Development - correct answer Refers to all dynamics of a continuing
fundraising program (annual giving, special gifts, planned gifts, public
relations).
Direct mail - correct answer Solicitation of gifts or volunteer services and
distribution of information pieces by mass mailing.
Director of Development - correct answer The individual who heads an
organization's development program, with either this title or another, such
,as vice president for development or vice president for external affairs and
development.
Donor - correct answer The individual, organization, or institution that
makes a gift.
Donor acquisition - correct answer The process of identifying and
obtaining donors.
Donor-directed gift - correct answer A gift or bequest to a foundation,
organization, or institution whose donor specifies to whom the money
should be distributed.
Donor list - correct answer A list of contributors prepared for a particular
purpose or in conjunction with list building.
Donor recognition - correct answer The policy and practice of
recognizing gifts, first through immediate acknowledgment by card or letter
and subsequently through personalized notes, personal expressions of
appreciation directly to donors, published lists of contributors, and other
appropriate ways.
Donor relations - correct answer Planned program of maintaining donor
interest through acknowledgments, information, personal involvement, and
the like.
Drop date - correct answer Date on which direct mail letters must be
delivered to a post office for mailing.
, Electronic funds transfer (EFT) - correct answer A method whereby
donors instruct their banks to make monthly deductions from their
accounts, designated for the charitable organization of their choice.
Employee matching gift - correct answer A contribution made by an
employee to a 501(c)(3) organization, matched by a similar contribution
from the employer.
Endowment (pure) - correct answer Principal or corpus maintained in a
permanent fund to provide income for general or restricted use of an
agency, institution, or program.
Endowment (quasi) - correct answer A fund, the principal of which can
be and often is invaded by a board in order to meet its operating costs.
Such endowments include gifts for which donors specify their use; they
may also include gifts that are given for no specific purpose, which a board
treats as an endowment.
Enlistment - correct answer Involvement and agreement by an individual
to serve an agency, organization, or institution in some voluntary capacity.
Estate - correct answer The total assets of a deceased person; also, the
legal status or position of an owner with respect to property and other
assets.
Ethics - correct answer The moral considerations of the activities of a
philanthropic organization. Also, standards of conduct and methods of
doing business by organizations of fundraising counsel that provide
assurances of professionalism in client relationships.
Questions with Complete Answers 2025/2026
Corporate philanthropy - correct answer Support through gifts,
equipment, supplies, or other contributions by business firms to charitable
institutions, sometimes through organized programs that may include
corporate foundations.
Cultivation - correct answer The process of promoting or encouraging
interest and/or involvement on the part of a potential donor or volunteer
leader; an educative process to inform about an institution and the reasons
why it merits support.
Deferred gift - correct answer See planned gift: A gift provided for legally
during the donor's lifetime, but whose principal benefits do not accrue to the
institution until some future time, usually at the death of the donor or his or
her income beneficiary.
Designated gift - correct answer A restricted or commemorative gift
made for a specific purpose and designated for a specific use.
Development - correct answer Refers to all dynamics of a continuing
fundraising program (annual giving, special gifts, planned gifts, public
relations).
Direct mail - correct answer Solicitation of gifts or volunteer services and
distribution of information pieces by mass mailing.
Director of Development - correct answer The individual who heads an
organization's development program, with either this title or another, such
,as vice president for development or vice president for external affairs and
development.
Donor - correct answer The individual, organization, or institution that
makes a gift.
Donor acquisition - correct answer The process of identifying and
obtaining donors.
Donor-directed gift - correct answer A gift or bequest to a foundation,
organization, or institution whose donor specifies to whom the money
should be distributed.
Donor list - correct answer A list of contributors prepared for a particular
purpose or in conjunction with list building.
Donor recognition - correct answer The policy and practice of
recognizing gifts, first through immediate acknowledgment by card or letter
and subsequently through personalized notes, personal expressions of
appreciation directly to donors, published lists of contributors, and other
appropriate ways.
Donor relations - correct answer Planned program of maintaining donor
interest through acknowledgments, information, personal involvement, and
the like.
Drop date - correct answer Date on which direct mail letters must be
delivered to a post office for mailing.
, Electronic funds transfer (EFT) - correct answer A method whereby
donors instruct their banks to make monthly deductions from their
accounts, designated for the charitable organization of their choice.
Employee matching gift - correct answer A contribution made by an
employee to a 501(c)(3) organization, matched by a similar contribution
from the employer.
Endowment (pure) - correct answer Principal or corpus maintained in a
permanent fund to provide income for general or restricted use of an
agency, institution, or program.
Endowment (quasi) - correct answer A fund, the principal of which can
be and often is invaded by a board in order to meet its operating costs.
Such endowments include gifts for which donors specify their use; they
may also include gifts that are given for no specific purpose, which a board
treats as an endowment.
Enlistment - correct answer Involvement and agreement by an individual
to serve an agency, organization, or institution in some voluntary capacity.
Estate - correct answer The total assets of a deceased person; also, the
legal status or position of an owner with respect to property and other
assets.
Ethics - correct answer The moral considerations of the activities of a
philanthropic organization. Also, standards of conduct and methods of
doing business by organizations of fundraising counsel that provide
assurances of professionalism in client relationships.
