CFRE Fundraising Planning and Strategic Management 3

Question 1

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

Accepted Answer

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

Answer

Annual giving is only for corporations; major giving is only for individuals

Answer

Annual giving requires a board vote; major gifts do not

Answer

Annual giving is tax-exempt; major giving is not

Question 2

A 'development audit' is BEST used to:

Accepted Answer

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

Answer

Determine donor tax deduction eligibility

Answer

Review the financial statements for accuracy

Answer

Assess social media marketing performance

Question 3

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

Accepted Answer

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

Answer

It focuses exclusively on capital projects like buildings

Answer

It only solicits gifts from corporations and foundations

Answer

It is limited to a single fiscal year

Question 4

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

Accepted Answer

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

Answer

Request of Individuals; used to categorize solicitation types

Answer

Report of Intentions; used to track pledge commitments

Answer

Roster of Investors; used for planned giving portfolios

Question 5

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

Accepted Answer

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

Answer

A social media content calendar

Answer

A direct mail merge template

Answer

An event registration platform

Question 6

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

Accepted Answer

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

Answer

How to design logo signage for the building

Answer

The font and color scheme used in donor plaques

Answer

How social media posts about the building are approved