CFRE Current and Prospective Donor Research Exam
Questions with Complete Answers 2025/2026
Segmenting and Rating Prospects should be segmented according to -
correct answer the likelihood prospects will give to the different
campaigns.
The Critical Balance - the focus of the organizations needs to be on the
process of matching/balancing - correct answer donors interests and
needs with the organization's needs.
Three key areas supported by research: - correct answer Ensures
appropriate resource allocation, helps build staff and volunteer confidence,
and adds an element of joy and discovery to prospecting
Five key sources of information for research are: - correct answer
Personal contacts, participation records, public information,
peers/advisors/experts, and publications/ reports.
Components of a useful prospect profile: - correct answer complete
contact information, business history, giving history with your organization,
cultivation/ solicitation contact records, publicly available giving information
from other organizations, sources of information checked for the prospect,
and most recent review dates, general and specific interests.
Develop a system for ongoing research includes using - correct answer
electronic data enhancement, and software tools to aid research and
tracking.
, Electronic analysis of giving history and donor information from in-house
donor databases... - correct answer provides an easier way to identify
important trends as well as consecutive and cumulative donor histories.
Electronic screening of prospects and donors can help identify "wealth
indicators" to segment them into a minimum of two categories: - correct
answer general giving and upper level giving. This helps to target appeals
and solicitations more accurately and effectively regardless of the
campaign type.
Electronic data-gathering from a variety of sources, including the Internet,
can enhance the value of in-house databases and lead to further
segmentation of prospects and donors. This can be used to: - correct
answer increase the amount of information available about existing donors
and prospects, and increase the likelihood of giving and upgrading donors.
Key features to consider in software tools to help with research are: -
correct answer donor data entry, gift processing, donor communications
and acknowledgement, commitment and membership tracking, and
reporting.
Accurate donor records include - correct answer knowing which donor
information to track, ensuring effective record storage, and considering use
of a Customer Relationship Management system (CRM)
Historical donor information is - correct answer information about level of
support and what kinds of campaigns have been supported
Planning donor information is - correct answer how to contact the donor
(phone, in-person, email, etc); appropriate information about the donor that
will aid strategy planning
Questions with Complete Answers 2025/2026
Segmenting and Rating Prospects should be segmented according to -
correct answer the likelihood prospects will give to the different
campaigns.
The Critical Balance - the focus of the organizations needs to be on the
process of matching/balancing - correct answer donors interests and
needs with the organization's needs.
Three key areas supported by research: - correct answer Ensures
appropriate resource allocation, helps build staff and volunteer confidence,
and adds an element of joy and discovery to prospecting
Five key sources of information for research are: - correct answer
Personal contacts, participation records, public information,
peers/advisors/experts, and publications/ reports.
Components of a useful prospect profile: - correct answer complete
contact information, business history, giving history with your organization,
cultivation/ solicitation contact records, publicly available giving information
from other organizations, sources of information checked for the prospect,
and most recent review dates, general and specific interests.
Develop a system for ongoing research includes using - correct answer
electronic data enhancement, and software tools to aid research and
tracking.
, Electronic analysis of giving history and donor information from in-house
donor databases... - correct answer provides an easier way to identify
important trends as well as consecutive and cumulative donor histories.
Electronic screening of prospects and donors can help identify "wealth
indicators" to segment them into a minimum of two categories: - correct
answer general giving and upper level giving. This helps to target appeals
and solicitations more accurately and effectively regardless of the
campaign type.
Electronic data-gathering from a variety of sources, including the Internet,
can enhance the value of in-house databases and lead to further
segmentation of prospects and donors. This can be used to: - correct
answer increase the amount of information available about existing donors
and prospects, and increase the likelihood of giving and upgrading donors.
Key features to consider in software tools to help with research are: -
correct answer donor data entry, gift processing, donor communications
and acknowledgement, commitment and membership tracking, and
reporting.
Accurate donor records include - correct answer knowing which donor
information to track, ensuring effective record storage, and considering use
of a Customer Relationship Management system (CRM)
Historical donor information is - correct answer information about level of
support and what kinds of campaigns have been supported
Planning donor information is - correct answer how to contact the donor
(phone, in-person, email, etc); appropriate information about the donor that
will aid strategy planning
