Donor Relations and Stewardship Flashcards

What is the primary purpose of a donor stewardship program?

Answer: To acknowledge, report back, and maintain relationships with existing donors

Donor stewardship focuses on acknowledging gifts, reporting impact, and nurturing long-term relationships to retain and upgrade donors.

Which of the following best describes a 'lapsed donor'?

Answer: A donor who previously gave but has not donated within a defined period (typically 1–2 years)

A lapsed donor is one who gave previously but has not renewed their gift within a defined timeframe, often 12–24 months.

The CFRE exam domain 'Relationship Building' primarily encompasses which activity?

Answer: Identifying, cultivating, and stewarding donor relationships

The Relationship Building domain covers identifying prospects, cultivating engagement, and stewarding donors over time.

Which communication strategy is most effective for retaining mid-level donors?

Answer: Providing personalized impact reports that demonstrate how their gift was used

Personalized impact reporting shows donors their contribution mattered, which is the strongest driver of mid-level donor retention.

What does 'moves management' refer to in fundraising?

Answer: A strategic process of planning and tracking steps to move prospects toward a major gift commitment

Moves management is a systematic approach to planning intentional contacts and activities that advance a prospect toward making a significant gift.

Which of the following is a best practice for gift acknowledgment timing?

Answer: Within 48–72 hours of receiving a gift

Best practice calls for acknowledging gifts within 48–72 hours to reinforce the donor's positive giving experience and build trust.