Fundraising Planning and Strategic Management Flashcards

What is the primary difference between 'annual giving' and 'major giving' programs?

Answer: Annual giving programs typically involve smaller, repeated gifts from broad audiences while major gifts involve larger, individual, relationship-based philanthropy

Annual giving programs focus on broad-based, recurring gifts of modest amounts, while major gift programs focus on fewer, larger gifts requiring deep individual relationship cultivation.

A 'development audit' is BEST used to:

Answer: Evaluate the effectiveness, efficiency, and alignment of a fundraising program with organizational goals

A development audit systematically reviews all aspects of a fundraising program to identify strengths, gaps, and opportunities for improvement in strategy and operations.

Which of the following is a key characteristic of a 'comprehensive campaign'?

Answer: It integrates multiple gift types — capital, endowment, and program funds — into a single campaign goal

A comprehensive campaign combines capital, endowment, and program-related fundraising goals into one unified effort to maximize organizational advancement.

What does 'ROI' stand for and how is it applied in fundraising?

Answer: Return on Investment; used to measure net fundraising revenue relative to fundraising costs

ROI (Return on Investment) in fundraising measures how much net revenue is generated for every dollar spent on fundraising activities, helping prioritize the most cost-effective strategies.

Which tool is most useful for tracking a fundraiser's portfolio of major gift prospects?

Answer: A moves management system or CRM tracking cultivation stage, last contact, and planned next steps

A CRM or moves management system enables fundraisers to track where each major gift prospect is in the cultivation cycle and plan strategic next contacts.

A 'naming policy' in a capital campaign should address:

Answer: Minimum gift thresholds for naming rights, duration of naming recognition, and conditions for removal

A naming policy establishes the minimum gift required for naming rights, how long the name will be recognized, and under what circumstances (e.g., donor misconduct) a name might be removed.