CFRE TEST COMPLIED TOGETHER 2023/2024 PASSED

CFRE TERMSAbility - correct answer A donors ability to give is an assessment of their financial capacity, stage of life and the liquidity of their assets. Ability is often confused with perceived income which may not always be an accurate assessment of ability to give. Cultivation - correct answe...

CFRE Sample Test QuestionsThe MOST important step in the process of setting up a prospective donor research programmed is to (Relationship Building): - correct answer Establish confidentiality and ethics policies. Which aspect of an organisation's history is MOST often effectively used in appeal...

CFRE ReviewANNUAL FUND DONORS Rosso, Henry A. and Associates, Eugene R. Temple, editor. Achieving Excellence in Fund Raising. San Francisco, CA: Jossey-Bass Publishers, 2nd ed., 2003. Page 61 Fredricks, Laura. Developing Major Gifts: Turning Small Donors into Big Contributors. Gaithersbur...

CFRE QuizWhat is the exchange principle? - correct answer Products and services are offered that meet someone's needs and compensation is offered in return What does targeting mean in marketing? - correct answer Your target audience refers to the specific group of donors most likely connected to...

CFRE Practice Exam If a donor states that the amount of money an organization is asking for is very large, the best response is to tell the prospective donor that: - correct answer the amount is large, but emphasize the value and long term impact of the gift. When is the most appropriate time to...

CFRE Misc10 Step Fundraising Plan-per Murry - correct answer Identification---------------> Screening ------------> Information | Gift Response ------------------------------------------> Interest | | Prospect Response Appreciation | | Solicitation <--------------- Rating <-...

Cfre managementBefore raising funds - correct answer Leadeers must have clear sense of mission Orgs direction, mission, community served Continuous planning Necessary resources to achieve plan Planning enables org to - correct answer Mission and purpose met Focus forborg Strategies...

CFRE Fund Development Pyramid of Giving - correct answer Annual Giving Major Giving Estate or Planned Giving Five Is of a donor relationship - correct answer identification information interest involvement investment What motivates donors? - correct answer charitable and want to help ot...

CFRE ExamAn annuity buyer can purchase a single-life annuity for themselves. They will be paid in installments, and when they die, the charity keeps/does not keep the principal. - correct answer keeps A buyer can purchase an annuity for themselves and their spouse, and this is called a __________...

CFRE Exam Volunteer Involvement What is a volunteer? - correct answer anyone who works for an organization or cause without compensation Why include volunteers in fundraising? - correct answer Staff can't do it all Peer to peer cultivation/solicitation is more effective Knowledge or connectio...

CFRE Exam Studyingaccountability - correct answer The responsibility of the donee organization to keep a donor informed about the use that is made of the donor ' s gift as well as the cost of raising it. acknowledgment Written expression of gratitude for gift or service. acknowledgment letter - ...

CFRE Exam Prep Uses for Planned Gifts - correct answer operations, capital improvements, endowments, mission furthering projects Benefits of Planned Gifts - correct answer allows the donor a tax deduction, minimizes capital gains taxes, reduces estate taxes, or provides donors with annual income...

CFRE Exam FlashcardsAbility - correct answer An assessment of their financial capacity, stage of life, and the liquidity of their assets. Ability is often mistakenly tied to perceived income, which may not always be an accurate indicator of ability to give. Cultivation - correct answer Is a serie...

CFRE D2 Securing the GiftCase for Support - correct answer Collection of information that illustrates why an organization is worthy of support. Elements of an Effective Case - correct answer - Mission statement - Goals - Objectives - Description of programs and services - Finances - Gov...

CFRE Class Exam Study GuideSales Associates knowledge should include - correct answer Property transfer, market conditions, how to market real estate and businesses Al licensed or certified appraiser is always required when - correct answer an original loan is federally related If a sales Asso...

CFRE Asking for MoneyCriteria for initial selection of donors - correct answer identification qualification influence education & training participation leadership recognition How to find and recruit new donors - correct answer start with people whom those in the organization know ask thes...

CFRE 101 Test 1C'est la nièce des Michaud - correct answer Qui est Cécile Piché? C'est la nièce des Michaud - correct answer Cécile Piché, Qui est-ce? Elle est à Philippe - correct answer À qui est l'auto? Elle est aux Michaud - correct answer À qui est la maison? Il parle à...

CFRE 101 Module 5 (On sort) Vouloir - correct answer To want Pouvoir - correct answer to be able to/can devoir - correct answer to have to Réfléchissez - correct answer think about it C'est de la part de qui - correct answer Who is it from Est-ce que je peux laisser un message? - ...

CFRE - Termskey activities in fundraising - correct answer research, marketing, relationships, ethics & accountability Rosso's Concentric Circles - outer circle - correct answer People with similar interests Rosso's Concentric Circles - at the core - who are these primary stakeholders? - cor...

CFRE - exam practice Philanthropy - correct answer voluntary action for the common good... - Robert L. Payton, as quoted in Greenfield's Fundraising Fundamentals Number of nonprofits registered with IRS - correct answer US: 1.4 mil; 63% registered as 501c3... 161K in Canada Donors give for t...

CFRE - allPhilanthropy - correct answer voluntary action for the common good... - Robert L. Payton, as quoted in Greenfield's Fundraising Fundamentals Number of nonprofits registered with IRS - correct answer US: 1.4 mil; 63% registered as 501c3... 161K in Canada Donors give for the following...

CFP examTopic 1: Financial Planning Process - correct answer ... 6 step process: EGADIM - correct answer 1. Establish Relationship 2. Gather Information 3. Analyze data 4. Develop plan 5. Implement 6. Monitor Step 1: Establish Relationship - correct answer • Services that will be provid...