CFRE DOMAIN #1:
CURRENT AND
PROSPECTIVE DONOR
RESEARCH/26
QUESTIONS AND
ANSWERS (A+)
Three key areas supported by research: -
√Answer>Ensures appropriate resource allocation,
helps build staff and volunteer confidence, and
adds an element of joy and discovery to
prospecting
Quiz :Five key sources of information for research
are: - √Answer>Personal contacts, participation
records, public information,
peers/advisors/experts, and publications/ reports.
Quiz :Components of a useful prospect profile: -
√Answer>complete contact information, business
history, giving history with your organization,
cultivation/ solicitation contact records, publicly
available giving information from other
organizations, sources of information checked for
, the prospect, and most recent review dates,
general and specific interests.
Quiz :Develop a system for ongoing research
includes using - √Answer>electronic data
enhancement, and software tools to aid research
and tracking.
Quiz :Electronic analysis of giving history and
donor information from in-house donor
databases... - √Answer>provides an easier way to
identify important trends as well as consecutive
and cumulative donor histories.
Quiz :Electronic screening of prospects and
donors can help identify "wealth indicators" to
segment them into a minimum of two categories: -
√Answer>general giving and upper level giving.
This helps to target appeals and solicitations more
accurately and effectively regardless of the
campaign type.
Quiz :Electronic data-gathering from a variety of
sources, including the Internet, can enhance the
value of in-house databases and lead to further
segmentation of prospects and donors. This can
be used to: - √Answer>increase the amount of
information available about existing donors and
prospects, and increase the likelihood of giving
and upgrading donors.
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