The client might not want a fundraiser to have access to their financial statements for all of these
reasons, EXCEPT
A)
The fundraiser has no particular need to know.
B)
The fundraiser is perceived to have only one objective: to get money for their charity.
C)
The fundraiser is passionate about making the world better.
D)
The fundraiser is perceived to have little to add from a technical perspective. - correct answer ✔✔C)
The fundraiser is passionate about making the world better.
As an advisor moves up from a subject matter expert to a subject matter expert with knowledge of an
affiliated field, to a valuable resource, to a trusted advisor, what happens to the breadth of the issues
addressed and to the depth of the relationship?
I. Breadth of issues addressed decreases
II. Depth of relationship increases
A)
I only
B)
II only
, C)
Both I and II
D)
Neither I nor II - correct answer ✔✔B)
II only
Below-the-line planning addresses which of these?
A)
The client's hopes, dreams, aspirations, needs and wants
B)
The client's fears and concerns
C)
The "how" of planning
D)
The values the client considers most important. - correct answer ✔✔C)
The "how" of planning
With respect to advisors conducting philanthropic conversations, which statement or statements below
is (are) true?
I. The field has evolved in a good direction over the last ten years, with advisors increasingly committed
to holding philanthropic conversations
II. Advisor/client disconnects are still prevalent
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