CFP Major Gifts & Capital Campaigns Flashcards
6 cards from real CFP practice questions. Tap to flip, then mark Knew It or Still Learning — missed cards come back until you master them.
Read the first 6 CFP Major Gifts & Capital Campaigns flashcards as text
What is a lead gift in a capital campaign?
Answer: A large early gift, typically 10–20% of the campaign goal, that sets the standard for giving
A lead gift is a transformational early commitment that demonstrates feasibility and inspires other major donors to give at high levels.
In major gift fundraising, what does 'capacity rating' mean?
Answer: An estimate of how much a prospect is financially able to give
Capacity rating uses wealth screening and research to estimate the maximum philanthropic potential of a prospective major donor.
Which tool is most commonly used to research a prospect's real estate holdings to estimate giving capacity?
Answer: County property tax records
County property tax records are publicly available and provide reliable data on real estate values used in prospect wealth screening.
What is a gift table (or gift range chart) used for in campaign planning?
Answer: Projecting the number of gifts needed at each level to reach the campaign goal
A gift range chart maps out the number and size of gifts required at each level to mathematically achieve the campaign total.
What is the best indicator that a prospect is ready to be solicited for a major gift?
Answer: They have demonstrated capacity, interest, and engagement through cultivation
A prospect is ready to be asked when they have shown financial capacity, genuine interest in the mission, and sufficient involvement through cultivation activities.
What is a 'blended gift' in major gift fundraising?
Answer: A combination of an outright gift and a planned gift commitment from the same donor
A blended gift combines an immediate outright contribution with a deferred planned giving commitment, maximizing both the donor's impact and the organization's benefit.