CFRE Major Gifts and Planned Giving 2

Question 1

In major gift fundraising, a 'discovery visit' is primarily used to:

Accepted Answer

Learn about the prospect's interests, connection to the mission, and philanthropic capacity before crafting a solicitation strategy

Answer

A discovery visit is an early cultivation meeting designed to learn about the prospect's motivations, interests, and alignment with the organization before any solicitation is made.

Question 2

What is 'capacity' in the context of major gift prospect research?

Accepted Answer

The estimated financial ability of a prospect to make a significant charitable gift

Answer

In prospect research, capacity refers to the estimated wealth and financial ability of a prospective donor to make a major gift, assessed through public records, wealth screening, and other sources.

Question 3

Which of the following best describes 'philanthropic inclination' in prospect research?

Accepted Answer

The likelihood that the prospect is motivated to give charitably based on past giving history, interests, and values

Answer

Philanthropic inclination (or affinity) measures how likely a prospect is to give charitably, based on their demonstrated giving history, values, and personal connection to a cause.

Question 4

A 'major gift proposal' should be tailored to the donor primarily because:

Accepted Answer

It demonstrates that the organization understands the donor's specific interests and connects the gift to outcomes they care about

Answer

Tailored proposals resonate because they reflect the donor's specific values and interests, showing that the organization listened during cultivation and connecting the gift to outcomes the donor personally cares about.

Question 5

What is 'blended giving' in a major gift context?

Accepted Answer

Combining an outright current gift with a planned gift commitment to maximize total impact and donor benefit

Answer

Blended giving combines a donor's current outright gift with a planned (legacy) gift commitment, allowing donors to make a significant current impact while also leaving a lasting legacy.

CFRE - Certified Fund Raising Executive Practice Test

CFRE - Certified Fund Raising Executive Practice Test

CFRE Major Gifts and Planned Giving 2