CFRE D2 Securing the Gift questions with 100% correct answers graded A+ Already passed

CFRE D2 Securing the Gift Case for Support - correct answer Collection of information that illustrates why an organization is worthy of support. Elements of an Effective Case - correct answer - Mission statement - Goals - Objectives - Description of programs and services - Finances - Governance structure - Staffing and organization chart - Facilities and service delivery description - Planning and evaluation - Organizational history Grant Proposal Writing - correct answer Process of responding to a request for proposal (RFP) from a foundation, corporation, or government agency. Follows a specified format established by the funding organization. Typically includes: - Organizational information - Case statement - Program information - Budget - Projected outcomes - Evaluation process Also refers to proposals submitted in the absence of an RFP but when the funding agency's stated goals align with the applicant organization's and the agency accepts unsolicited proposals. Solicitation Plan - correct answer A specific and thoughtful plan for meeting with and soliciting a gift from an individual donor. Can include: - Who will accompany the gift officer (solicitation team) - Who will speak when - What support or collateral materials will be included - What objections may be expected and how to address them - What follow-up activities will taketerm-4 place Solicitation materials should be specific and tailored to the potential donor. Pledge and Installments - correct answer A pledge to give a specific amount of money monthly, quarterly, or annually for a set number of months and/or years. Typically used in capital campaigns, is also used in major gift fundraising and in annual funds. Gift Agreement - correct answer A formal agreement between a donor and the recipient which spells out the nature of the gift, how it is to be used, and how the gift will be acknowledged. Direct Marketing - correct answer Physical marketing materials such as: - Letters - Flyers - Catalogs - Etc.