Study guides, Class notes & Summaries

CFRE Exam: Leadership and Management Questions With Correct Answer What questions should the mission statement answer? - answerWho is the audience? What's the geographical service area? What is the desired outcome? How do we achieve that outcome? What are our activities? What are the foundations for creating a culture of philanthropy at an organization? - answerA clear sense of its mission. A clear understanding of the constituency it serves, and how the mission will serve that consti...

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 a...

CFRE Exam Prep Questions With Correct Answers Uses for Planned Gifts - answeroperations, capital improvements, endowments, mission furthering projects Benefits of Planned Gifts - answerallows the donor a tax deduction, minimizes capital gains taxes, reduces estate taxes, or provides donors with annual incomes. Other facts about planned giving - answerused in the future, in some form other than cash, not an annual gift=not repeatable, relatively large for the organization and the donor. W...

CFRE Exam: Volunteer Involvement Questions With Correct Answers What is a volunteer? - answeranyone who works for an organization or cause without compensation Why include volunteers in fundraising? - answerStaff can't do it all Peer to peer cultivation/solicitation is more effective Knowledge or connections staff doesn't have Shows support for the organization's mission What structures need to be in place before you recruit volunteers? - answerStructure for recruiting How to train ...

CFRE - Domain 1 and 2 Exam Questions With Correct Answers What is the LAI Principle? II.2, II.3, - answerThe fundraising axiom of qualifying prospects on the basis of Linkages, Ability, and Interest. (Glossary of Fundraising Terms, CFRE website) What are typical indicators to identify trends and define characteristics? I, Task 3 - answerSocioeconomic status, giving history, generation, gender, and culture of a constituency (Test Content Outline: Domain 1 - Task 1.3) What kinds of data poi...

CFRE: II – Research Exam Questions With Correct Answers Why research? - answerensures appropriate resource allocation, helps build staff and volunteer confidence, adds element of joy an discovery to prospecting How does Research ensure appropriate resource allocation? - answerallows staff/volunteers to focus efforts on prospects who can provide the most good.... Helps in planning how to use volunteers in the organization (number and types of volunteers needed) How does Research help bui...

CFRE -- Achieving Excellence in Fundraising Exam Questions With Correct Answers Phases of a Campaign - answerPre campaign planning quiet phase campaign kick-off and public phase campaign closing and celebration stewardship and campaign impact Which basic financial statement best presents the results of operations for a specific period of time? - answerstatement of income and expenditure to identify prospective consultants, the next step after getting budget approval is: - answertalking...

CFRE Exam: Ethics and Accountability Questions With Correct Answers ethics and personal financial gain - answerFunds cannot be raised for the personal financial gain of the fundraiser and the funds must be collected carefully with respect to free choice without pressure harassment intimidation or coercion ethics and donor wishes - answerFundraisers must act responsibly regarding donations, they should be given voluntarily and be used in line with the goals of the organization, and in acco...

CFRE - IX: Accountability Exam Questions With 100% Correct Answers More and more, potential donors and others interested in the org are seeking information from various "watchdog" organizations, and so part of accountability is ensuring that organizations such as these have accurate information. Examples of these org's include: - answerGuideStar and Charity Navigator What is the IRS form that constituents may request to show information about the org? - answerIRS Form 990 What do pros...

CFRE Exam: Relationship Building Questions With 100% Correct Answers What are donor's motivations for giving? - answerTo get social acceptance To gain a position of influence in helping shape the future of institution and the lives of those being served Because of dedication to the same cause A moral obligation to "be thy brother's keeper" Direct personal benefits to the donor (e.g. access to events, celebrities, etc.) To gain tax or financial planning benefits A commitment to the o...