CFRE Exam: Relationship Building
What are donor's motivations for giving? -
โ โ โ โ โ โ To get social acceptance
To gain a position of influence in helping shape the future of institution and the lives of those
being served
Because of dedication to the same cause
A moral obligation to "be thy brother's keeper"
Direct personal benefits to the donor (e.g. access to events, celebrities, etc.)
To gain tax or financial planning benefits
A commitment to the overall well-being of the community
In order to diminish negative feelings such as guilt, fear or anger.
To gain immortality. (e.g. have a building named after them)
To express deep emotion. (In memory or to honor a loved one)
What is the definition of cultivation? -
โ โ โ โ โ โ the process of gradually developing interest of an important prospective contribution
through exposure to institution, people, needs and plans to the point where a major gift is
considered.
What is the purpose of cultivation (4) -
โ โ โ โ โ โ adds prospects to donor base
helps move prospects to active and regular donors
aids in improving relationships
supports achieving the organization's mission.
Who should you involve in developing the cultivation plan? -
โ โ โ โ โ โ -development officer
-CEO
-board of directors
-community volunteers
-program leader
What are the steps in creating a general cultivation plan? -
โ โ โ โ โ โ 1. identify constituent groups
2. undertake prospect research
3. determine connection, capacity and capability
4. determine best relationship
5. outline moves management plan
What is the first step of cultivation plan for organizations? -
โ โ โ โ โ โ Research - prospecting
What is the second step of cultivation plan for organizations? -
โ โ โ โ โ โ Inquire, Approach, Involve - letter of inquiry or call, determine appropriate and effective
way to cultivate like inviting decision maker to site for a visit, etc.
