CFRE fundraising certification - prospective donor
research Knowledge Test Exam Toolkit with Verified
Solutions 2025/2026
What are some tools to communicate with your donors? - correct answer
email, social media, mail, phone calls, events, pr outreach, etc.
What is the hierarchy of effective communication? - correct answer visit,
telephone/email, conferences events, print and broadcast media
What are some tips when communicating your message? - correct answer
-don't make your messages too complicated.
-it should be short, sharable, recognizable and transferable.
-target your messaging to donors
-show the impact of giving, and appeal to donor motivations
-make your communications donor-centered.
-send messages where your target members are reading
-talk about benefits to targeted group
What are communication pitfalls to avoid? - correct answer avoid
underestimating the importance of communication
Avoid overestimating the influence of communication
General messages may not interet general audiences or the media
What are 7 points to remember about internet marketing? - correct answer
include website url in everything
Exchange website links
, Use email - keep fundraising principles in mind
Include online giving options
Use website experts
Make sure guidestar information is accurate
What are others doing?
What's important in marketing - money or what the money does? - correct
answer what the money does!
What is creating a culture of philanthropy? - correct answer educating
everyone in your organization about the value of giving and making clear
the valuable role all constituents play in an organizations life.
Culture of philanthropy - correct answer everyone within the institution or
organization, including recipients of services and their families, and the
board of directors or trustees, understands, embraces, and acts on his or
her roles and responsibilities in philanthropy and stewardship in a
collaborative and donor‐centric manner.
allows the donor a tax deduction, minimizes capital gains taxes, reduces
estate taxes, or provides donors with annual incomes.
Other facts about planned giving - correct answer used in the future, in
some form other than cash, not an annual gift=not repeatable, relatively
large for the organization and the donor.
Where do planned gifts typically come from? - correct answer donor's
assets and not current income
research Knowledge Test Exam Toolkit with Verified
Solutions 2025/2026
What are some tools to communicate with your donors? - correct answer
email, social media, mail, phone calls, events, pr outreach, etc.
What is the hierarchy of effective communication? - correct answer visit,
telephone/email, conferences events, print and broadcast media
What are some tips when communicating your message? - correct answer
-don't make your messages too complicated.
-it should be short, sharable, recognizable and transferable.
-target your messaging to donors
-show the impact of giving, and appeal to donor motivations
-make your communications donor-centered.
-send messages where your target members are reading
-talk about benefits to targeted group
What are communication pitfalls to avoid? - correct answer avoid
underestimating the importance of communication
Avoid overestimating the influence of communication
General messages may not interet general audiences or the media
What are 7 points to remember about internet marketing? - correct answer
include website url in everything
Exchange website links
, Use email - keep fundraising principles in mind
Include online giving options
Use website experts
Make sure guidestar information is accurate
What are others doing?
What's important in marketing - money or what the money does? - correct
answer what the money does!
What is creating a culture of philanthropy? - correct answer educating
everyone in your organization about the value of giving and making clear
the valuable role all constituents play in an organizations life.
Culture of philanthropy - correct answer everyone within the institution or
organization, including recipients of services and their families, and the
board of directors or trustees, understands, embraces, and acts on his or
her roles and responsibilities in philanthropy and stewardship in a
collaborative and donor‐centric manner.
allows the donor a tax deduction, minimizes capital gains taxes, reduces
estate taxes, or provides donors with annual incomes.
Other facts about planned giving - correct answer used in the future, in
some form other than cash, not an annual gift=not repeatable, relatively
large for the organization and the donor.
Where do planned gifts typically come from? - correct answer donor's
assets and not current income
