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CFRE GLOSSARY OF FUNDRAISING TERMS
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CFRE GLOSSARY OF FUNDRAISING TERMS
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CFRE GLOSSARY OF FUNDRAISING TERMSAccountabily - Answers-The responsibility of a donee organization to keep a donor
informed about the use of the donor's gift. (See Donor Bill of Right's)
Acknowledge - Answers-To express gratitude for (a gift or service) in written or oral
form, communicated privately or publicly
Annual Fund - Answers-Any organized effort by a nonprofit institution or program to
secure gifts on an annual basis, either by mail or through direct solicitation, or both. It
includes gifts that are made in response to an annual fund solicitation to underwrite
budgeted expenses and are repeatable/replaceable. Frequently called Annual Appeal,
or Annual Giving Program.
Annual Gift - Answers-A donation given yearly to provide reliable monies for ongoing
programs and services
Benefit - Answers-A form of fundraising that involves the organization and staging of a
special event for charitable purposes, with all proceeds above expenses designated as
a charitable contribution to the charitable institution concerned.
Campaign - Answers-An organized effort to raise funds for a nonprofit organization
through solicitation by volunteers or by direct mail or both.
Capital Campaign - Answers-A campaign to raise substantial funds for a nonprofit
organization to finance major building projects, to supplement endowment funds and to
meet other needs demanding extensive outlays of capital
Case - Answers-The combination of reasons advanced by an institution or agency in
justifying its appeals for support, with emphasis on its past, present and potential
services. One of the three basic pedestals upon which fundraising success must rest.
The others are Leadership and fields of support.
Case Statement - Answers-A carefully prepared document that sets forth in detail the
reasons why an institution or agency merits support with substantial documentation of
its services, its Human Resources, its potential for greater service, its needs and its
future plans.
Charitable Gift Annuity - Answers-As stipulated in an irrevocable contract, a fixed sum
of money paid at certain regulars times by a charity to a donor or other designated
beneficiary, or both, in exchange for the donor's gift of cash or property
Charitable Institution - Answers-Any private institution or agency that operates on a
nonprofit basis for the public good and which is therefore exempt from taxation, with the
exception of commercial operations in which it may be involved.
, Constituency - Answers-A category of donors and prospective donors, such as alumni,
parents, members, staff doctors, former patients, and in a broader sense, individuals,
corporations and foundations
CRA - Answers-Canada Revenue Agency
Cultivation - Answers-The process of gradually developing the interest of an important
prospective contributor through exposure to institutional activities, people, needs and
plans to the point where a major gift may be considered.
Deferred Gift - Answers-A vested future interest in properly created to benefit a
charitable institution. Current value is ascertainable using actuarial tables.
Development - Answers-A term used since t he mid-1940's to define the total process of
institutional fundraising, frequently including public relations and (in education
institutions) alumni affairs.
Development Committee - Answers-May be synonymous with the term "development
board" or may be a committee of a board of trustees or directors changed specifically
with overseeing development operations.
Development Director - Answers-A person who manages the development programs of
an organization or one of its divisions, or both. Also may be known as Chief
Development Officer, Advancement Director, Director of Philanthropy
Development Plan - Answers-A written summary of development goals and objectives
and the strategies by which an organization will achieve them within a given period of
time.
Donor Attrition - Answers-A decrease in the number of donors to an organization or
cause.
Donor Profile - Answers-1) Detailed information, compiled through research, about an
individual donor. 2) A statistical description of the characteristics of all donors to an
organization
Donor Pyramid - Answers-A diagrammatic description of the hierarchy of donors by size
of gifts. As the size of the donations increases, the number of donations decrease; as
the number of years a donor is asked to renew increases, the number of donors
decreases, as campaign sophistication progresses from annual giving to planned giving,
the number of donors decreases; as donor involvement increases, the size of the
donor's contribution increases and the response to campaign sophistication increases.
Also known as pyramid of giving.
Donor Recognition - Answers-The policy and practice of recognizing gifts, first through
immediate acknowledgement by card or letter, and subsequently through personalized
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