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CFRE Prep Manual Information – Complete Guide, Exams of Health sciences

Chamberlain College of Nursing Health sciences

CFRE Prep Manual Information – Complete Guide

Typology: Exams

2025/2026

Available from 03/24/2026

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CFRE Prep Manual Information –

Complete Guide

Philanthropy ✔ Ans - voluntary action for the common good

Giving ✔ Ans - nearly always implies a connection to the

org, satisfies one or more personal needs and may provide

some type of return in what the org will do.

key activities in fundraising ✔ Ans - - research

- marketing

- relationships

- ethics & accountability

research supports fundraising by ✔ Ans - - identifying

stakeholders & donors

- providing information about stakeholders

- ensures appropriate resource allocation

- supports planning and evaluation

- rating stakeholders for relationship-building and service

priorities

roles of marketing ✔ Ans - - communicated the org's

purpose

- promote the mission & case for support

- encourage participation

- encourage donations

- communicate results

- advocate the case for fundraising purposes

ethics and accountability ensure ✔ Ans - - stakeholder trust

- assets are managed and accounted for

- data is collected and used properly

- donor privacy and rights are maintained

- reporting / other requirements are fulfilled

- programs are executed as promised

- donors are retained

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Philanthropy ✔ Ans - voluntary action for the common good Giving ✔ Ans - nearly always implies a connection to the org, satisfies one or more personal needs and may provide some type of return in what the org will do. key activities in fundraising ✔ Ans - - research

marketing
relationships
ethics & accountability research supports fundraising by ✔ Ans - - identifying stakeholders & donors
providing information about stakeholders
ensures appropriate resource allocation
supports planning and evaluation
rating stakeholders for relationship-building and service priorities roles of marketing ✔ Ans - - communicated the org's purpose
promote the mission & case for support
encourage participation
encourage donations
communicate results
advocate the case for fundraising purposes ethics and accountability ensure ✔ Ans - - stakeholder trust
assets are managed and accounted for
data is collected and used properly
donor privacy and rights are maintained
reporting / other requirements are fulfilled
programs are executed as promised
donors are retained

market research ✔ Ans - the process of finding out the wants and needs of current and potential markets Rosso's concentric circles ✔ Ans - from center out:

major donors / board / management staff
clients / employees / volunteers / general donors
former participants
people with similar interests research answers ✔ Ans - - what does the particular donor value about giving to org?
what personal need or interest is being met by giving to org?
what does the particular client need, and how can/do you meet that need? needs of donors ✔ Ans - - desire for recognition
sense of belonging
making a difference research model balances ✔ Ans - community needs with donor needs and interests prospecting ✔ Ans - the systematic acquisition and recording of data that forms the basis for establishing, maintaining, and expanding the long-term gift relationship, with the ultimate goal of converting donors into major gift donors. seven points of constituency development ✔ Ans - - identify fundable projects
match prospects to projects
conduct research in ways that are thorough and realistic
- cumulative and ongoing
- organized
- ethical and confidential
- identify opportunities to involve prospects prospect (suspect) ✔ Ans - a possible source of support whose philanthropic interests appear to be a match with your

do they clearly state support for the type of project or contribution sought?
is funding provided in the org's geographic area?
is the request amount compatible with prior giving history? when researching corporations ask ✔ Ans - - are board members affiliated with them?
are services used by employees and dependents?
are current donors/volunteers employed, or have affiliations?
does the org purchase products from them?
does corporate interest match products/services?
are donation decisions made locally or at corporate level?
are the needs and priorities of the two entities aligned? types of giving campaigns ✔ Ans - - annual giving
capital/major campaigns
planned giving annual giving ✔ Ans - provides operating support for ongoing programs capital/major campaigns ✔ Ans - "special needs" fundraising for a specific purpose during a specific time period you should solicit for capital/major campaigns ✔ Ans - primarily through personal solicitation capital/major campaigns goals are ✔ Ans - to lay the groundwork for involving new volunteers and donors and sets the stage for increased giving. donors who make planned gifts are ✔ Ans - generally well- established prospects interested in long-term gifts. levels of rating ✔ Ans - - high
moderate, gives some
low, with potential
little known interest
not interested

the rating process should indicate ✔ Ans - the level of interest in the org and the giving capacity rating gives the priority to ✔ Ans - those who have the greatest capacity and the greatest interest in the org. marketing activities ✔ Ans - - research

segmenting markets
setting overall and program goals
planning org strategies
budgeting and resource allocation
communications
public relations
evaluation marketing means ✔ Ans - finding out what people want/need, telling them it's available, and then providing it. marketing connects ✔ Ans - donor's needs and interests with the org's programs and services that meet their needs. marketing programs should answer for the audience ✔ Ans -
what's in it for me?
why should I get involved/donate/work with this org?
what has the org done or will it do to affect me in my life? successful marketing plans ✔ Ans - - bring awareness to org
create a positive environment in the community concerning the mission, vision and philanthropic activities
get constituent "buy in"
encourages people to get involved
challenges and inspires people
sets the stage for specific fundraising efforts
focuses on donor motivations and program/client outcomes
create a link between org and stakeholders, constituents, and community

provides a specific call to action, outlining steps
typically gets better results if personalized
keeps donors informed of successes hierarchy of effective communication triangle ✔ Ans - from bottom up least effective to most effective
print & broadcast media
conferences & events
telephone
visit planned giving should be marketed ✔ Ans - through direct mail donors should receive info on planned giving ✔ Ans - on a regular basis you should send mailings to donors ✔ Ans - at least quarterly planned giving marketing channels ✔ Ans - - newsletters
clinics and seminars
through educating other professionals what each staff mbr should know about planned giving ✔ Ans
- how each option works
where donor can get more info
questions to ask donors to direct/assist them appropriately when meeting with donor about planned giving ✔ Ans - you should determine the prospect's interests, goals and objectives during capital campaigns ✔ Ans - - personal contacts are far more important
those closest to the org contribute the most
can't rely on public relations
primarily for image-and awareness - building
publicity can enhance other efforts

channels to market capital campaigns ✔ Ans - - press releases

news conferences
staged events the case for support is ✔ Ans - the basis of fundraising for the org the case statement expresses ✔ Ans - the cause and all the reasons why prospective donors might want to contribute to the orgs advancement the case is driven by ✔ Ans - the mission and strategic plan the case describes ✔ Ans - the org's goals and objectives and covers the programs and services it provides. the case helps make it possible ✔ Ans - to match the org's needs to the donor's needs the purpose in the case statement should communicate ✔ Ans - - organization aims, purposes, mission
presents the case for current programs
shows how the new programs will benefit
can dramatically show the org's impact on the community key case elements ✔ Ans - - purpose
content
focus Purpose in Case Statement ✔ Ans - Communicates the Org's aims, purposes and mission. Presents the case for current programs. Shows how new programs will benefit and can dramatically show the org's impact on the community. Content in Case Statement ✔ Ans - Centralizes information about a variety of subjects including:

In the early stages, the case statement ✔ Ans - goes through many drafts, allowing for representatives of key groups to provide input. General agreement should emerge, as the statement is refined, concerning priorities, aims and financial goals. What is the foundation of any development program ✔ Ans - building relationships and considering the needs of the donors Elements of the Development process ✔ Ans - - Developing the case for support

prospect research
cultivation and constituency development
solicitation strategies
acknowledgement and recognition
Gifts management The Development Plan interfaces with ✔ Ans - all aspects of the organization An operating budget and fundraising goal should be established for ✔ Ans - the Development Plan The operating budget and fundraising goal of the Development Plan should be incorporated into ✔ Ans - the organizational budget process Key elements of the Operational Plan ✔ Ans - - statement of purpose
strategic/financial goals
policies related to goal
budgeting
cultivation strategies
solicitation strategies
time frames
entities responsible for activities
indicators or success
monitoring processes/systems

The Pyramid of Giving was put together by ✔ Ans - James M. Greenfield Pyramid of Giving ✔ Ans - from bottom up:

first-timer Annual giving
Repeat Annual giving
special/major giving
major giving
planned giving Annual Giving is great for ✔ Ans - first time annual giving and repeat annual giving Capital Giving is great for ✔ Ans - special or major giving First- time annual gifts should be solicited through ✔ Ans - direct mail, online telethon, special events, media or door to door Repeat Annual Giving should be solicited through ✔ Ans - personal contact, letter or phone call Special and Major giving should be solicited through ✔ Ans - personal contact, letter or phone call A well-integrated development program will include ✔ Ans -
basic annual income
capital funds needed for special programs, buildings, and other physical plant requirements
planned gifts to provide a financial cushion for the future. When you have heavy operating costs and few capital requirements you should focus on ✔ Ans - annual and planned giving when you have large capital needs you should focus on ✔ Ans
capital fundraising ways to acknowledge contributions ✔ Ans - - telephone call

A successful major-gift campaign ✔ Ans - secures funds for the org's large endeavors. In the process, it increases the base of major-gift donors that can be tapped for larger gifts. Through publicity about the campaign, its results, and what the money does, the visibility and credibility of the or is increased. And it elevates the annual fund's potential to the next plateau. A successful organization will have these factors ✔ Ans - - good reputation and credibility

urgency of the case
availability/readiness of board/volunteers to solicit funds
prospect database, research, interest
operational readiness
extent to which pre-campaign planning has occurred Constituent readiness is based on ✔ Ans - - organization has stable, positive image/reputation
core of ready and accessible volunteers
adequate number of prospects able to make substantial gifts
ongoing awareness, information, and cultivation programs are in place
completed external planning / feasibility study a pre-campaign activity is ✔ Ans - internal audit an internal audit looks at ✔ Ans - - organizational planning
board leadership
administration and finance
development operations
donor base
volunteers structures and involvement
public and donor relations when conducting an internal audit organization planning means ✔ Ans - - existing degree of consensus about the mission and direction
program plans for the next 5-10 years
long-range funding implications of those plans

when conducting an internal audit board leadership means ✔ Ans - - board membership and nomination/recruitment process

committee structure and board relationships
board members' involvement and effectiveness in fundraising
board involvement in the planning process when conducting an internal audit administration and finance means ✔ Ans - - management personnel's understanding of the development process
organization's budget and financial projections
revenue and expense trends for the past five years when conducting an internal audit development operations means ✔ Ans - - staff size, experience, capabilities, and organization
procedures for establishing goals and objectives and for measuring progress
appropriate record-keeping systems
gift-receipting and acknowledgement procedures
fundraising programs
prospect research and management
donor cultivations and recognition programs
supporting materials and programs when conducting an internal audit donor base means ✔ Ans
- number of donors and levels of giving
constituency size, location, age distribution
trends among other similar organizations
past and current campaign obligations when conducting an internal audit volunteer structure and involvement means ✔ Ans - - organizational structures
size of volunteer cadre
involvement in fundraising (direct solicitations and special events)
staff support of volunteers

establishment of recognition opportunities and their criteria
the procedure for final campaign wrap-up audit Phases of a major-gifts campaign ✔ Ans - - planning
cultivation
solicitation
pledge or fulfillment The Planning phase of a major gifts campaign requires ✔ Ans
a statement of preliminary goals and an action plan to be established the Cultivation phase of a major gifts campaign is described as ✔ Ans - the phase where the interest of prospective contributors to the campaign is developed though exposure The planning and cultivation phase of a major gifts campaign should take ✔ Ans - from 18 months to several years the Solicitation phase in the a major gifts campaign is ✔ Ans
the phase in which volunteers and staff ask for contributions from individuals, corporations, and foundations. The solicitation phase in a major gifts campaign is broken up into two phases ✔ Ans - the quiet phase and the active solicitation phase the quire phase in a major gifts campaign is describe as ✔ Ans - this is when gifts from "family" and lead gifts are solicited, with a goal of 100% board participation and about 40-50% of the goal has been achieved the active solicitation phase in a major gifts campaign is ✔ Ans - a finite timeframe during which volunteers are actively seeking donations in a major gifts campaign donors pledges are usually paid over ✔ Ans - a three to five year period

There are two types of planned gifts ✔ Ans - outright or current deferred an outright or current planned gift is ✔ Ans - a complete transfer or realized gift of cash or stock a deferred planned gift is ✔ Ans - testamentary giving or life income arrangements to be realized in the future deferred gifts can be made in the form of ✔ Ans - - bequest

charitable gift annuity
retirement funds
life insurance policy
charitable remainder trust
life estate contract
charitable lead trust
pooled income fund Charitable Lead Trust ✔ Ans - Established by a donor transferring assets to a trust that provides income to a nonprofit org for a period of years. At the end of that period, the trust assets revert either to the donor or to someone else the donor designates. Charitable gift annuity ✔ Ans - A legal contract between the donor and the charitable org through which the donor exchanges cash, stocks, or other assets for an income for life. Pooled income fund ✔ Ans - A common trust to which many donors make contributions and retain for themselves a share of the fund's earnings each year. As each beneficiary dies, the value of the fund attributable to that death is severed and paid to the org. Life insurance policy ✔ Ans - A contract between a donor and an insurance company through which the donor agrees for the proceeds to be paid to a nonprofit org at the time of the donor's or insured's death

For philanthropy to flourish ✔ Ans - - donor-focused research

Targeted cases, constituents, methods
strategic communications
stewardship
focus on the value Stewardship is about ✔ Ans - - responding to and thanking donors in a timely way
recognizing donors and reporting appropriately
protecting donors' privacy and their rights Cultivation is ✔ Ans - the process of gradually developing the interest of an important prospective contributor through exposure to institutional activities, people, needs, and plans to the point where a major gift may be considered Stewardship is ✔ Ans - the tracking and recording of contributions to ensure they are used exactly as the donor intended. The person who is responsible for creating and maintaining the environment for philanthropy within the org and between the org and its stakeholders ✔ Ans - the Development Professional The Exchange Principle ✔ Ans - products and services are offered, meet someone's needs, and compensation (money or other kinds) is offered in return. Cultivation does these things ✔ Ans - - adds prospects to the donor base
helps move prospects to active supporters and regular donors
Aids in improving relationships
supports achieving the org's mission Steps in developing a cultivation plan ✔ Ans - - identify constituent groups
undertake prospect research

determine connection, capacity, and capability
determine best relationship
outline moves management plan Who should be involved in developing a cultivation plan ✔ Ans - - chief development officer
org's CEO
Board of directors
Community volunteers
program leader Giving USA reports that in 2007 individuals gave ✔ Ans - 75% of all charitable funding Who are the best givers ✔ Ans - retirees tend to be the most generous givers, and volunteers give more than twice the percentage of income as those who contribute, but don't volunteer Reasons people give ✔ Ans - - give something back
help care for others
identify with a worthy cause or goal
because they are involved
gain immortality
express deep emotion (grief, joy)
respond to the person asking
diminish negative feelings (guild, fear, anger)
gain tax and/or financial planning benefits Understanding motives for giving does these things ✔ Ans -
helps target strategies and opportunities
allows appropriate matches with meaningful opportunities
today's technology allows selective targeting even of "small" donors Personal visits aid in... ✔ Ans - - assessing the depth of the commitment
understanding the assets the donor has to make the gift
determining what the donor is trying to accomplish

CFRE Prep Manual Information – Complete Guide, Exams of Health sciences

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