CFRE Trivia 4 — Questions and Answers
Question 1: What does 'SYBUNT' mean in donor database management?
- Some Year But Unfortunately Not This year (Correct answer)
- Several Years Before Usual Nonprofit Timing
- Still Your Best Unrestricted Non-Traditional donor
- Some Years Back Under New Terms
Correct answer: Some Year But Unfortunately Not This year
SYBUNT identifies donors who gave in some prior year but not this year, helping distinguish them from LYBUNT donors in retention analysis.
Question 2: In a capital campaign, what is the 'quiet phase'?
- The confidential period when major gifts are solicited before the public announcement (Correct answer)
- The post-campaign wrap-up and stewardship phase
- The planning and feasibility study period
- The board-only giving period before staff are solicited
Correct answer: The confidential period when major gifts are solicited before the public announcement
The quiet phase involves securing 50–70% of the campaign goal from lead donors before the public launch to create momentum.
Question 3: Which fundraising metric measures how much revenue is generated for every dollar spent on fundraising?
- Return on investment (ROI) (Correct answer)
- Cost per dollar raised (CPDR)
- Fundraising efficiency ratio
- Donor acquisition cost
Correct answer: Return on investment (ROI)
ROI in fundraising context measures net revenue relative to fundraising expenditure, indicating program efficiency.
Question 4: What is a 'named gift' in philanthropic fundraising?
- A donation large enough to name a building, room, or program after the donor or honoree (Correct answer)
- Any gift made in memory of a deceased individual
- A pledge where the donor's name appears on all campaign materials
- A recurring gift tied to the donor's name through a branded fund
Correct answer: A donation large enough to name a building, room, or program after the donor or honoree
Named gifts are typically major donations that secure naming rights to a facility, endowed fund, or program in recognition of the gift.
Question 5: What is 'prospect research' designed to uncover?
- A donor's capacity, affinity, and propensity to give (Correct answer)
- Publicly available tax records of all nonprofit donors
- Competitive intelligence on other nonprofits' donor lists
- Social media activity of potential volunteers
Correct answer: A donor's capacity, affinity, and propensity to give
Prospect research gathers information about a prospect's wealth indicators, connection to the cause, and likelihood to give to prioritize cultivation.
Question 6: In planned giving, a Charitable Remainder Trust (CRT) provides what benefit to the donor during their lifetime?
- Income payments to the donor or named beneficiary for life or a term of years (Correct answer)
- An immediate full deduction equal to the donated asset's fair market value
- Avoidance of all estate taxes on the donated assets
- Guaranteed principal protection on the trust's investment portfolio
Correct answer: Income payments to the donor or named beneficiary for life or a term of years
A CRT pays income to the donor or their beneficiaries for life or a set term, with the remainder passing to the charity at termination.
Question 7: Which concept describes the cultivation strategy of moving a donor progressively from awareness to engagement to investment?
- Donor pipeline or moves management (Correct answer)
- Gift ladder progression
- Annual fund escalation model
- Philanthropic arc development
Correct answer: Donor pipeline or moves management
Moves management is the strategic process of planning and tracking specific actions that deepen a donor's relationship with the organization toward a major gift.
CFRE Trivia 4
What does 'SYBUNT' mean in donor database management?