CFRE LATEST EXAM TEST 2026/2027 QUESTIONS AND
SOLUTIONS RATED A+
✔✔capital/major campaigns goals are - ✔✔to lay the groundwork for involving new
volunteers and donors and sets the stage for increased giving.
✔✔donors who make planned gifts are - ✔✔generally well-established prospects
interested in long-term gifts.
✔✔levels of rating - ✔✔- high
- moderate, gives some
- low, with potential
- little known interest
- not interested
✔✔the rating process should indicate - ✔✔the level of interest in the org and the giving
capacity
✔✔rating gives the priority to - ✔✔those who have the greatest capacity and the
greatest interest in the org.
✔✔marketing activities - ✔✔- research
- segmenting markets
- setting overall and program goals
- planning org strategies
- budgeting and resource allocation
- communications
- public relations
- evaluation
✔✔marketing means - ✔✔finding out what people want/need, telling them it's available,
and then providing it.
✔✔marketing connects - ✔✔donor's needs and interests with the org's programs and
services that meet their needs.
✔✔marketing programs should answer for the audience - ✔✔- what's in it for me?
- why should I get involved/donate/work with this org?
- what has the org done or will it do to affect me in my life?
✔✔successful marketing plans - ✔✔- bring awareness to org
- create a positive environment in the community concerning the mission, vision and
philanthropic activities
- get constituent "buy in"
- encourages people to get involved
,- challenges and inspires people
- sets the stage for specific fundraising efforts
- focuses on donor motivations and program/client outcomes
- create a link between org and stakeholders, constituents, and community
✔✔key points of marketing fundraising - ✔✔- know your audience
- bring about a transaction
- keep the audience focus in mind
- do a limited number of things well
- communicate activities to target audiences
- refine your activities and marketing focus as needed
- concentrate your efforts
✔✔a good marketing plan will - ✔✔- set achievable goals
- identify target markets
- articulates messages
- outlines specific strategies to achieve goals
- assigns resources
- defines time frames
- establishes indicators of success
- determines how progress will be monitored and evaluated
✔✔positioning statement - ✔✔describes, in a few concise words, how the org is unique
making its mission simple and compelling
✔✔communication - ✔✔a two-way transmission of info thought, or feeling so that it is
satisfactorily received and understood.
✔✔to be effective communication - ✔✔has to be personal
✔✔effective communications will - ✔✔- articulate specific benefits to the individual or
group being targeted
- uses language and images that are recognizable by target audience
- delivers info through channels the targeted group typically uses
- reflects org values
- grabs the attention of the target audience
- builds conviction and desire, promising a benefit if action is taken
- motivates the target audience to act
- provides a specific call to action, outlining steps
- typically gets better results if personalized
- keeps donors informed of successes
✔✔hierarchy of effective communication triangle - ✔✔from bottom up least effective to
most effective
- print & broadcast media
, - conferences & events
- telephone
- visit
✔✔planned giving should be marketed - ✔✔through direct mail
✔✔donors should receive info on planned giving - ✔✔on a regular basis
✔✔you should send mailings to donors - ✔✔at least quarterly
✔✔planned giving marketing channels - ✔✔- newsletters
- clinics and seminars
- through educating other professionals
✔✔what each staff mbr should know about planned giving - ✔✔- how each option works
- where donor can get more info
- questions to ask donors to direct/assist them appropriately
✔✔when meeting with donor about planned giving - ✔✔you should determine the
prospect's interests, goals and objectives
✔✔during capital campaigns - ✔✔- personal contacts are far more important
- those closest to the org contribute the most
- can't rely on public relations
- primarily for image-and awareness - building
- publicity can enhance other efforts
✔✔channels to market capital campaigns - ✔✔- press releases
- news conferences
- staged events
✔✔the case for support is - ✔✔the basis of fundraising for the org
✔✔the case statement expresses - ✔✔the cause and all the reasons why prospective
donors might want to contribute to the orgs advancement
✔✔the case is driven by - ✔✔the mission and strategic plan
✔✔the case describes - ✔✔the org's goals and objectives and covers the programs and
services it provides.
✔✔the case helps make it possible - ✔✔to match the org's needs to the donor's needs
SOLUTIONS RATED A+
✔✔capital/major campaigns goals are - ✔✔to lay the groundwork for involving new
volunteers and donors and sets the stage for increased giving.
✔✔donors who make planned gifts are - ✔✔generally well-established prospects
interested in long-term gifts.
✔✔levels of rating - ✔✔- high
- moderate, gives some
- low, with potential
- little known interest
- not interested
✔✔the rating process should indicate - ✔✔the level of interest in the org and the giving
capacity
✔✔rating gives the priority to - ✔✔those who have the greatest capacity and the
greatest interest in the org.
✔✔marketing activities - ✔✔- research
- segmenting markets
- setting overall and program goals
- planning org strategies
- budgeting and resource allocation
- communications
- public relations
- evaluation
✔✔marketing means - ✔✔finding out what people want/need, telling them it's available,
and then providing it.
✔✔marketing connects - ✔✔donor's needs and interests with the org's programs and
services that meet their needs.
✔✔marketing programs should answer for the audience - ✔✔- what's in it for me?
- why should I get involved/donate/work with this org?
- what has the org done or will it do to affect me in my life?
✔✔successful marketing plans - ✔✔- bring awareness to org
- create a positive environment in the community concerning the mission, vision and
philanthropic activities
- get constituent "buy in"
- encourages people to get involved
,- challenges and inspires people
- sets the stage for specific fundraising efforts
- focuses on donor motivations and program/client outcomes
- create a link between org and stakeholders, constituents, and community
✔✔key points of marketing fundraising - ✔✔- know your audience
- bring about a transaction
- keep the audience focus in mind
- do a limited number of things well
- communicate activities to target audiences
- refine your activities and marketing focus as needed
- concentrate your efforts
✔✔a good marketing plan will - ✔✔- set achievable goals
- identify target markets
- articulates messages
- outlines specific strategies to achieve goals
- assigns resources
- defines time frames
- establishes indicators of success
- determines how progress will be monitored and evaluated
✔✔positioning statement - ✔✔describes, in a few concise words, how the org is unique
making its mission simple and compelling
✔✔communication - ✔✔a two-way transmission of info thought, or feeling so that it is
satisfactorily received and understood.
✔✔to be effective communication - ✔✔has to be personal
✔✔effective communications will - ✔✔- articulate specific benefits to the individual or
group being targeted
- uses language and images that are recognizable by target audience
- delivers info through channels the targeted group typically uses
- reflects org values
- grabs the attention of the target audience
- builds conviction and desire, promising a benefit if action is taken
- motivates the target audience to act
- provides a specific call to action, outlining steps
- typically gets better results if personalized
- keeps donors informed of successes
✔✔hierarchy of effective communication triangle - ✔✔from bottom up least effective to
most effective
- print & broadcast media
, - conferences & events
- telephone
- visit
✔✔planned giving should be marketed - ✔✔through direct mail
✔✔donors should receive info on planned giving - ✔✔on a regular basis
✔✔you should send mailings to donors - ✔✔at least quarterly
✔✔planned giving marketing channels - ✔✔- newsletters
- clinics and seminars
- through educating other professionals
✔✔what each staff mbr should know about planned giving - ✔✔- how each option works
- where donor can get more info
- questions to ask donors to direct/assist them appropriately
✔✔when meeting with donor about planned giving - ✔✔you should determine the
prospect's interests, goals and objectives
✔✔during capital campaigns - ✔✔- personal contacts are far more important
- those closest to the org contribute the most
- can't rely on public relations
- primarily for image-and awareness - building
- publicity can enhance other efforts
✔✔channels to market capital campaigns - ✔✔- press releases
- news conferences
- staged events
✔✔the case for support is - ✔✔the basis of fundraising for the org
✔✔the case statement expresses - ✔✔the cause and all the reasons why prospective
donors might want to contribute to the orgs advancement
✔✔the case is driven by - ✔✔the mission and strategic plan
✔✔the case describes - ✔✔the org's goals and objectives and covers the programs and
services it provides.
✔✔the case helps make it possible - ✔✔to match the org's needs to the donor's needs
