CFRE CERTIFICATION EVALUATION FULL
QUESTIONS AND SOLUTIONS VERIFIED
PREPARATION MATERIAL
●● Giving
Answer: nearly always implies a connection to the org, satisfies one or
more personal needs and may provide some type of return in what the
org will do.
●● key activities in fundraising
Answer: - research
- marketing
- relationships
- ethics & accountability
●● research supports fundraising by
Answer: - identifying stakeholders & donors
- providing information about stakeholders
- ensures appropriate resource allocation
- supports planning and evaluation
- rating stakeholders for relationship-building and service priorities
,●● roles of marketing
Answer: - communicated the org's purpose
- promote the mission & case for support
- encourage participation
- encourage donations
- communicate results
- advocate the case for fundraising purposes
●● ethics and accountability ensure
Answer: - stakeholder trust
- assets are managed and accounted for
- data is collected and used properly
- donor privacy and rights are maintained
- reporting / other requirements are fulfilled
- programs are executed as promised
- donors are retained
●● market research
Answer: the process of finding out the wants and needs of current and
potential markets
●● Rosso's concentric circles
,Answer: from center out:
- major donors / board / management staff
- clients / employees / volunteers / general donors
- former participants
- people with similar interests
●● research answers
Answer: - what does the particular donor value about giving to org?
- what personal need or interest is being met by giving to org?
- what does the particular client need, and how can/do you meet that
need?
●● needs of donors
Answer: - desire for recognition
- sense of belonging
- making a difference
●● research model balances
Answer: community needs with donor needs and interests
●● prospecting
Answer: the systematic acquisition and recording of data that forms the
basis for establishing, maintaining, and expanding the long-term gift
, relationship, with the ultimate goal of converting donors into major gift
donors.
●● seven points of constituency development
Answer: - identify fundable projects
- match prospects to projects
- conduct research in ways that are thorough and realistic
- cumulative and ongoing
- organized
- ethical and confidential
- identify opportunities to involve prospects
●● prospect (suspect)
Answer: a possible source of support whose philanthropic interests
appear to be a match with your org, whose ability to give, interests, and
linkages have not been qualified via research.
●● qualified prospect
Answer: a prospect who continues to qualify as a logical source of
support for the org throughout a research, evaluation, and cultivation
process.
●● research methods include
QUESTIONS AND SOLUTIONS VERIFIED
PREPARATION MATERIAL
●● Giving
Answer: nearly always implies a connection to the org, satisfies one or
more personal needs and may provide some type of return in what the
org will do.
●● key activities in fundraising
Answer: - research
- marketing
- relationships
- ethics & accountability
●● research supports fundraising by
Answer: - identifying stakeholders & donors
- providing information about stakeholders
- ensures appropriate resource allocation
- supports planning and evaluation
- rating stakeholders for relationship-building and service priorities
,●● roles of marketing
Answer: - communicated the org's purpose
- promote the mission & case for support
- encourage participation
- encourage donations
- communicate results
- advocate the case for fundraising purposes
●● ethics and accountability ensure
Answer: - stakeholder trust
- assets are managed and accounted for
- data is collected and used properly
- donor privacy and rights are maintained
- reporting / other requirements are fulfilled
- programs are executed as promised
- donors are retained
●● market research
Answer: the process of finding out the wants and needs of current and
potential markets
●● Rosso's concentric circles
,Answer: from center out:
- major donors / board / management staff
- clients / employees / volunteers / general donors
- former participants
- people with similar interests
●● research answers
Answer: - what does the particular donor value about giving to org?
- what personal need or interest is being met by giving to org?
- what does the particular client need, and how can/do you meet that
need?
●● needs of donors
Answer: - desire for recognition
- sense of belonging
- making a difference
●● research model balances
Answer: community needs with donor needs and interests
●● prospecting
Answer: the systematic acquisition and recording of data that forms the
basis for establishing, maintaining, and expanding the long-term gift
, relationship, with the ultimate goal of converting donors into major gift
donors.
●● seven points of constituency development
Answer: - identify fundable projects
- match prospects to projects
- conduct research in ways that are thorough and realistic
- cumulative and ongoing
- organized
- ethical and confidential
- identify opportunities to involve prospects
●● prospect (suspect)
Answer: a possible source of support whose philanthropic interests
appear to be a match with your org, whose ability to give, interests, and
linkages have not been qualified via research.
●● qualified prospect
Answer: a prospect who continues to qualify as a logical source of
support for the org throughout a research, evaluation, and cultivation
process.
●● research methods include
