CFRE EXAM:
LEADERSHIP AND
MANAGEMENT/64
QUESTIONS AND
ANSWERS (A+)
What questions should the mission statement
answer? - √Answer>Who is the audience?
What's the geographical service area?
What is the desired outcome?
How do we achieve that outcome?
What are our activities?
Quiz :What are the foundations for creating a
culture of philanthropy at an organization? -
√Answer>A clear sense of its mission.
A clear understanding of the constituency it
serves, and how the mission will serve that
constituency.
A vision for the organization's direction.
An understanding of how the organization's
activities serve the community.
A plan, a budget, and a clear way to communicate
the importance of achieving both of those to the
public.
,Quiz :What are the tools an organization needs to
support fundraising? - √Answer>-Staffing for
research. development professionals need to
know how to manage against going down the
"know everything about a donor" rabbit hole, and
spending all their time Googling.
-Resources for research. Participation records,
public information, peer provided intelligence.
-Policies and practices in place to manage
information (e.g. 3x5 cards or a database) and
make sure it's updated and well organized.
-An ongoing research and data management
system which includes the ability to track
relationships and upcoming interactions while
maintaining confidentiality
Quiz :What is the proper way to report on gifts
over a campaign? - √Answer>Charts to track
numbers of activities, number of gifts and gift
amounts.
Quiz :What is planning? - √Answer>Planning is a
process of determining how to best achieve
desired outcomes
Quiz :What does a good plan do? -
√Answer>Ensure that mission and purpose meets
one or more constituency needs
Determines your focus- where you are going.
, Outlines strategies for how you will get to where
you are going.
Creates an awareness of what resources are
needed to design, implement, monitor and
evaluate the organization's programs and
strategies.
Helps you monitor your progress.
Strengthens accountability, who is going to do
what by when.
Provides a foundation for management.
Positions the organization to maximize success.
Quiz :Strategic plan vs. long range plan -
√Answer>Long range planning is what is used to
determine the vision of an organization where as
strategic planning is focused on a much shorter
time-scale.
Quiz :How long does a strategic plan last? -
√Answer>3-5 years
Quiz :What does a strategic plan do - 9 things? -
√Answer>Names the major steps an organization
will take to meet its goals.
Clarifies organizational values.
Involves conducting market research and analysis
of internal and external Strengths, Weaknesses,
Opportunities and Threats (SWOT analysis).
Engages constituents in conversations about the
future of the organization, and the needs and
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