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Exam (elaborations)

CFRE Questions and Correct Answers | Latest Update

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  • Module
  • CFRE
  • Institution
  • CFRE

Capital Campaign ~~>A carefully organized, highly structured fundraising program using volunteers supported by staff and consultants to raise funds for specific needs, to be met in a specific time frame, with a specific dollar goal. Allows donors to pledge gifts to be paid over a period ...

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  • September 10, 2024
  • 17
  • 2024/2025
  • Exam (elaborations)
  • Questions & answers
  • CFRE
  • CFRE
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1 | P a g e | © copyright 2024/2025 | Grade A+




CFRE Questions and Correct Answers |
Latest Update
Capital Campaign


✓ ~~>A carefully organized, highly structured fundraising program using

volunteers supported by staff and consultants to raise funds for specific

needs, to be met in a specific time frame, with a specific dollar goal.

Allows donors to pledge gifts to be paid over a period of years.




Community Foundation


✓ ~~>A philanthropic foundation that is specifically committed to the

support of institutions in it's own community, often receiving bequest

from persons whose legacy is modest.




corporate philanthropy


✓ ~~>Supporting gifts, equipment supplies or other contributions by

business firms to charitable institutions, sometimes through organized

program that may include corp. foundations.




Endowment




Master01 | September, 2024/2025 | Latest update

, 2 | P a g e | © copyright 2024/2025 | Grade A+


✓ ~~>Principal or corpus maintained in a permanent fund to provide

income for general or restricted use of an agency, institution, or

program.




3 aspects to fundraiser's work


✓ ~~>-Cultivation - engage + grow interest and involvement

-Solicitation - asking for support


-Stewardship - strengthen the relation with the donor, acknowledging gifts,

informing donor




Charitable Instruments


✓ ~~>Bequests beneficiary designations, charitable gift annuities and

charitable trusts. Wills, revocable trusts, charitable gift annuities, gift of

home or farm retaining a life estate, POD




Planned Gift


✓ ~~>A gift provided for legally during the donor's lifetime, but whose

principal benefits do not accrue to the institution until some future time,

usually at the death of the donor and/or his/her income beneficiary




Planned Giving




Master01 | September, 2024/2025 | Latest update

, 3 | P a g e | © copyright 2024/2025 | Grade A+


✓ ~~>The application of sound personal, financial, and estate planning

concepts to the individual donor's plans for lifetime and testamentary

giving.




Annual Giving


✓ ~~>Seeking funds annually or recurring. Income generally used for

operating support




Major Gifts


✓ ~~>A gift of significant amount (size of gift may vary according to

organization's needs and goals); may be repeated periodically. Also a

program designation.




constituency


✓ ~~>All people who is some fashion been involved with an institution -

members, contributors, participants, clients, and relatives of clients.




Accountability


✓ ~~>The responsibility of the donee organization to keep a donor

informed about the use that is make of the donors gift as well as the

cost of raising it.




Master01 | September, 2024/2025 | Latest update

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