CFRE - Terms questions with correct answers graded A+

CFRE - Termskey activities in fundraising - correct answer research, marketing, relationships, ethics & accountability Rosso's Concentric Circles - outer circle - correct answer People with similar interests Rosso's Concentric Circles - at the core - who are these primary stakeholders? - correct answer Major Donors, Board, Management Staff (these people have the responsibility to bring those in the outer circles closer) Rosso's Concentric Circles - second to outer circle - correct answer Former Participants Rosso's Concentric Circles - closes to core - correct answer Clients, Members, Employees, Volunteers, General Donors Critical Factors for a Philanthropy-Friendly Environment - correct answer donor-focused research... targeted cases, constituents, methods... strategic communications... stewardship - the most important of all Which type of campaign lays the groundwork for involving new volunteers and donors and sets the stage for increased giving? - correct answer Capital/Major Campaign what should be in a good marketing plan? - correct answer achievable goals, identified target markets, clearly articulated messages, specific strategies to achieve goals, assignment of resources, defined time frames, indicators of success, methods to monitor and evaluate progress What type of statement describes how the org is unique, generally stating niche in the community? This statement should describe in a few concise words what the org is all about so that when people read it, they will instantly "get" the org. Makes the mission of the org simple and compelling? - correct answer Positioning Statement The basis of fundraising is the... - correct answer organization's case for support. What is the expression of the cause and all the reasons why prospective donors might want to contribute to its advancement? - correct answer Case for Support The case is driven by... - correct answer the mission and strategic plan of the org. what describes the org's goals and objectives and covers the programs and services it provides? - correct answer Case for Support What are the 3 key elements of a Case? - correct answer Org's Purpose, Content, Focus The Case Statement includes: - correct answer the org's services, programs, objectives... how the fundraising goals support the org... the ways the org will remain productive, the difference a donor's support will make, what the org must do to improve/change its activities, aims and value to society Who said this?... The case statement is the one definitive piece of the whole campaign. It tells all that needs to be told, answers all the important questions, reviews the arguments for support, explains the proposed plan for raising the money, and shows how gifts may be made, and who the people are who vouch for the project, and who will give it leadership and direction. - correct answer Harold J Seymour, 1935, Noted fundraising pioneer Elements of the Development Process - correct answer Developing the case for support... prospect research... cultivation and constituency development, solicitation strategies... acknowledgement and recognition... gift management the Development plan covers the same period as the - correct answer organization's strategic plan (and is reviewed at least annually.) Key elements of an Operational Plan - correct answer Statement of purpose... strategic/financial goals... policies related to goal... budgeting... cultivation strategies... solicitation strategies... time frames... entities responsible for activities... indicators of success... monitoring processes/systems