CFRE Cheat Sheet 2026
The 30 highest-yield CFRE facts, distilled from real exam questions. Print it, save it as a PDF, or study it here β free, no sign-up.
200 questions
240 min time limit
70.00% to pass
- What is the purpose of list segmentation in a direct mail annual fund program? β To tailor messages and ask amounts to different groups based on their giving history
- What is 'capacity' in the context of major gift prospect research? β The estimated financial ability of a prospect to make a significant charitable gift
- What is the primary purpose of a 'case for support' in fundraising? β To articulate why the organization deserves philanthropic investment
- When training board members for fundraising, the MOST effective approach is: β Teaching board members to share personal stories about why the mission matters to them
- The names and addresses of a company's current and recently expired donors and members. β house ο¬le
- Under IRS regulations, a donor who receives a benefit in exchange for a charitable contribution must be informed of: β The fair market value of the benefit received so they can calculate the deductible portion
- Under AFP ethical standards, a fundraiser who learns of illegal activity within their organization should: β Report it through appropriate channels, which may include legal authorities
- What does 'SYBUNT' mean in donor database management? β Some Year But Unfortunately Not This year
- Which measurement best evaluates the effectiveness of a fundraising program's donor retention efforts? β Donor retention rate (percentage of donors who give again in the subsequent year)
- In the context of special events fundraising, what is 'net revenue'? β Total event income minus all event-related expenses
- A 'campaign readiness assessment' typically evaluates which of the following factors? β Leadership capacity, donor base strength, staff readiness, and organizational credibility
- Which metric best measures the effectiveness of a direct mail acquisition campaign? β Cost per dollar raised (CPDR)
- In stewardship, what is the purpose of a 'gift impact report'? β To show donors the tangible outcomes their contribution achieved
- Under IRS rules, what is the maximum gift amount a donor can give to a public charity before needing a written acknowledgment to claim a deduction? β $250
- In grant writing, a logic model is used to: β Visually connect program inputs, activities, outputs, and outcomes
- What does a 'sustainer' or 'recurring donor' program offer a nonprofit organization? β Predictable, steady revenue through automatically recurring gifts
- Which strategy is most effective for upgrading mid-level annual fund donors to a higher giving level? β Making a personal phone call with a tailored ask amount
- What percentage of a nonprofit's revenue is commonly cited as the benchmark where fundraising costs become a concern for watchdog agencies? β 35%
- The IRS requires nonprofits to provide a written acknowledgment for any single cash donation of: β $250 or more
- Donor retention rate is calculated by dividing: β Number of donors who gave last year who also gave this year by total donors from last year
- Which solicitation channel typically produces the best donor retention rates? β Personal face-to-face solicitation
- An organization's 'donor bill of rights' primarily serves to: β Assure donors they will be treated with respect and their gifts used as intended
- Which compensation arrangement is considered unethical by the AFP Code of Ethical Standards? β Percentage-based compensation tied directly to the amount of funds raised
- When a donor designates a gift to a specific program and that program is discontinued, the organization should: β Contact the donor to discuss redirecting the gift to a related purpose
- Which element is most critical in a major gift solicitation meeting? β Asking for a specific dollar amount tied to a specific project
- A donor who has given every year for 5 or more consecutive years is typically categorized as which type of donor? β Loyal or consecutive donor
- Which of the following is the most common type of planned gift in the United States? β Bequest through a will or living trust
- What is a 'gift range chart' (also called a table of gifts) used for in campaign planning? β Showing how many gifts at various levels are needed to reach the campaign goal
- A donation made to a company or organization for whatever reasons the trustees or officers decide. β unrestricted gift
- According to CFRE best practices, what is the recommended minimum size for a capital campaign leadership gift (top gift in the pyramid)? β 25-30% or more of the total goal
Turn these facts into recall:
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