CFP Prospect Research & Donor Stewardship 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 Prospect Research & Donor Stewardship flashcards as text
What is 'prospect portfolio management' in a major gifts program?
Answer: Assigning a defined caseload of prospects to each gift officer for systematic cultivation and solicitation
Portfolio management assigns each major gifts officer a manageable caseload (typically 100–150 prospects) to ensure each prospect receives intentional, personalized attention.
What is 'peer screening' in prospect research?
Answer: Asking knowledgeable volunteers or board members to rate prospects' capacity and interest based on personal knowledge
Peer screening sessions leverage board and volunteer insight to refine capacity estimates and identify personal connections that data sources cannot reveal.
What is the purpose of a 'lapsed donor reactivation' strategy?
Answer: To re-engage donors who have stopped giving through targeted outreach that acknowledges their lapse
Lapsed donor reactivation is more cost-effective than new donor acquisition because lapsed donors already have an established affinity for the organization.
How does 'RFM analysis' help prioritize donors for stewardship and solicitation?
Answer: By scoring donors based on Recency of last gift, Frequency of giving, and Monetary value of gifts
RFM analysis identifies high-value donors most likely to give again by ranking them on how recently they gave, how often they give, and how much they contribute.
What is a 'bequest expectancy' and how is it used in stewardship?
Answer: A recorded notification that a donor has included the organization in their estate plan, used to provide appropriate recognition and cultivation
When donors notify an organization of a planned gift, recording the bequest expectancy allows staff to provide meaningful stewardship and recognition during the donor's lifetime.
Which principle guides the ethical use of donor data under the AFP Donor Bill of Rights?
Answer: Donors have the right to know how their personal information will be used and to opt out of sharing
The AFP Donor Bill of Rights affirms that donors have the right to confidentiality of their philanthropic relationship and control over how their personal information is used.