CFRE Study Guide Terms with
Complete Solutions
Ability - ANSWER-A donor's ability to give is an assessment of their financial capacity,
stage of life, and liquidity of their assets. Often mistakenly tied to perceived income,
which may not always be an accurate indicator of ability to give.
Cultivation - ANSWER-A series of activities to maintain and deep in relationships and
engagement with donors, perspective, donors, and volunteers.
Data mining - ANSWER-The process of collecting, researching, analyzing, and
segmenting information about donors, perspective, donors, and volunteers
Data privacy - ANSWER-The responsibility of the nonprofit organization to maintain
secure, digital records, and to fully disclose any sharing of information with third-party
organizations upon acceptance of an individuals information
Demographics - ANSWER-The statistical data of a population, including age, income,
education, political affiliation, marital, and family status, etc.
Donor profile - ANSWER-A can sauce, record of an individuals linkage, ability, and
interest in an organization. He contains verified contact info, giving history, and wealth
indicators.
Donor qualifying - ANSWER-The ongoing process of assessing linkage, ability, and
interest of your donors in order to match them with the right program, appeal, and
amount
Donor rating - ANSWER-The process by which current donors are evaluated by staff in
volunteers for their capacity to make a gift of significance
Engagement - ANSWER-An ongoing effort to learn about your donors, communicate
with them, and offer shared experiences
Frequency - ANSWER-How often a donor gives, and to which repeated appeals
Giving history - ANSWER-The sum total of a donors giving record. This includes
frequency, renewal rate, appeal responses, average gift, highest gift, and most recent
gift, etc..
, Interest - ANSWER-Core lights to their likelihood of making a gift. The combination of
concern, excitement, motivation, and engagement and individual has for an
organizations mission.
Lifetime donor value - ANSWER-An estimate of total current and future contributions to
your organization. It is typically determined by multiplying lifespan times average
donation amount times frequency of donation
Lifetime actual value - ANSWER-The sum of all recorded gifts for that donor
Linkage - ANSWER-The connection, a donor or prospective donor has to your
organization and or its mission. These could be in the form of experiences, connections
with people, shared values, and personal history.
Market research - ANSWER-The process of gathering, organizing, and interpreting data
regarding donor and perspective, donor preference, attitudes, interest, and giving ability.
Prospect - ANSWER-One who has been evaluated based on donor research and found
to have a connection to the organization, the ability to give an appropriate level, and an
interest in the organizations mission.
Renewal rate - ANSWER-The percentage of donors who make a subsequent gift to the
organization. Often track to a specific appeal or tracked by giving in general. Often a
reflection of how well the organization thinks it's donors and keeps them informed of
how gifts are used.
Segmentation - ANSWER-The process of ongoing grouping donors and perspective
donors into lot categories in order to more efficiently, allocate resources, and target
appeals. Donor can be segment segment by giving levels, giving history, program
interest, likely response, format, and other groups.
Solicitation history - ANSWER-A record of all donation request made by the
organization, whether they are successful or not. It includes both mass appeals, and in
person asked of any size. Allows the organization to make an informed decision about
resource allocation and subsequent request.
Comparison report - ANSWER-Comparing giving totals and donor population for the
current and previous years
Pledge report - ANSWER-Analysis of pledge amounts, completion, and past due status
Productivity report - ANSWER-An analysis of month-to-month giving results, year to
year giving results, and previous three fiscal year giving comparison
Giving analysis - ANSWER-Listing of the number of donors and total giving it all giving
levels that the organization tracks during the past year
Complete Solutions
Ability - ANSWER-A donor's ability to give is an assessment of their financial capacity,
stage of life, and liquidity of their assets. Often mistakenly tied to perceived income,
which may not always be an accurate indicator of ability to give.
Cultivation - ANSWER-A series of activities to maintain and deep in relationships and
engagement with donors, perspective, donors, and volunteers.
Data mining - ANSWER-The process of collecting, researching, analyzing, and
segmenting information about donors, perspective, donors, and volunteers
Data privacy - ANSWER-The responsibility of the nonprofit organization to maintain
secure, digital records, and to fully disclose any sharing of information with third-party
organizations upon acceptance of an individuals information
Demographics - ANSWER-The statistical data of a population, including age, income,
education, political affiliation, marital, and family status, etc.
Donor profile - ANSWER-A can sauce, record of an individuals linkage, ability, and
interest in an organization. He contains verified contact info, giving history, and wealth
indicators.
Donor qualifying - ANSWER-The ongoing process of assessing linkage, ability, and
interest of your donors in order to match them with the right program, appeal, and
amount
Donor rating - ANSWER-The process by which current donors are evaluated by staff in
volunteers for their capacity to make a gift of significance
Engagement - ANSWER-An ongoing effort to learn about your donors, communicate
with them, and offer shared experiences
Frequency - ANSWER-How often a donor gives, and to which repeated appeals
Giving history - ANSWER-The sum total of a donors giving record. This includes
frequency, renewal rate, appeal responses, average gift, highest gift, and most recent
gift, etc..
, Interest - ANSWER-Core lights to their likelihood of making a gift. The combination of
concern, excitement, motivation, and engagement and individual has for an
organizations mission.
Lifetime donor value - ANSWER-An estimate of total current and future contributions to
your organization. It is typically determined by multiplying lifespan times average
donation amount times frequency of donation
Lifetime actual value - ANSWER-The sum of all recorded gifts for that donor
Linkage - ANSWER-The connection, a donor or prospective donor has to your
organization and or its mission. These could be in the form of experiences, connections
with people, shared values, and personal history.
Market research - ANSWER-The process of gathering, organizing, and interpreting data
regarding donor and perspective, donor preference, attitudes, interest, and giving ability.
Prospect - ANSWER-One who has been evaluated based on donor research and found
to have a connection to the organization, the ability to give an appropriate level, and an
interest in the organizations mission.
Renewal rate - ANSWER-The percentage of donors who make a subsequent gift to the
organization. Often track to a specific appeal or tracked by giving in general. Often a
reflection of how well the organization thinks it's donors and keeps them informed of
how gifts are used.
Segmentation - ANSWER-The process of ongoing grouping donors and perspective
donors into lot categories in order to more efficiently, allocate resources, and target
appeals. Donor can be segment segment by giving levels, giving history, program
interest, likely response, format, and other groups.
Solicitation history - ANSWER-A record of all donation request made by the
organization, whether they are successful or not. It includes both mass appeals, and in
person asked of any size. Allows the organization to make an informed decision about
resource allocation and subsequent request.
Comparison report - ANSWER-Comparing giving totals and donor population for the
current and previous years
Pledge report - ANSWER-Analysis of pledge amounts, completion, and past due status
Productivity report - ANSWER-An analysis of month-to-month giving results, year to
year giving results, and previous three fiscal year giving comparison
Giving analysis - ANSWER-Listing of the number of donors and total giving it all giving
levels that the organization tracks during the past year