CFRE MODULE III EXAM QUESTIONS WITH CORRECT ANSWERS

CFRE MODULE III EXAM QUESTIONS WITH CORRECT ANSWERS when marketing planned giving the frequency of direct mail should be - answerquarterly when deveoping a case statement for major donors you should - answerbe up front and candid about your request effective fundraising communication is defined as - answera two way transmission of information thought or feeling so that it is satisfactorily received and understood the recording and tracking of contributors to ensure they are used exactly as the donor intended is the definition of - answerstewardship what should the development staff know about planned giving - answersound knowledge of how each vehicle works, where prospects can get more information and questions to ask the donor to assist/direct them appropriately the american council on gift annuities (ACGA) sets charitable gift annuity rates - answerannually the most effective method of fundraising communication is considered to be be - answerpersonal visits successful execution of an effective marketing plan can help an organizataion - answerget constituent buy in to the strategic plan and development activities challenge and inspire people to do great things as well as set the stage for specific fundraising activities create a link between itself and its stakeholders, constituents and community which factor guides or drives and organizations case - answerthe organizations mission and strategic plan what is not a purpose for a case - answershow how your organization has been a good steward of funds a common problem of case statement development is - answerthe case statement is all too often only developed as rationale for a capital campaign the case statement too often centers on the dollar goal rather than the constituents needs the case statement is a valuable tool to share the institutions story and - answergain feedback and consensus on the organizations case True or False - preparation of a case statement is a requirement for annual giving and capital giving but not planned giving - answerfalse True or False - The case statement should tell a story - answertrue What is not an "I" word that summarizes prospect research - answerintegrating Please describe how the market should influence an organizations case statement - answerthe market should help the organization decide how to present priorities to the public the primary purpose of using newsletters to market planned giving is - answerto illustrate what others have done list three types of case statements - answerunrestricted restricted for operations restricted for special needs what is the definition of a case statement - answera short document focused on a specific campaign or constituency development professionals lead the fundraising process by knowing the organizations for which they works meet the desires of the community being served; having a goal and plan for achieving that goal; and - answerthe ability to articulate the organization's mission and activities to targeted audiences unlike planned giving campaigns, capital campaigns - answerare focused on a specific project with a defined time frame the prospect researcher is involved in solicitation of the gift by - answerhelping to decide who should make the ask and what to ask for