Donor Relations & Stewardship Flashcards

A major donor informs your organization they want to fund a program that doesn't align with your strategic priorities. What is the BEST response?

Answer: Engage the donor in a conversation about shared goals and propose aligned alternatives

Engaging the donor in dialogue preserves the relationship while steering toward mission-aligned giving.

Which stewardship practice most directly reduces donor lapse rates?

Answer: Implementing a systematic touchpoint calendar between solicitations

A structured mid-year touchpoint schedule keeps donors engaged outside of solicitation cycles, reducing lapse.

When a nonprofit receives a restricted gift, the organization must PRIMARILY ensure:

Answer: The funds are used solely for the donor-specified purpose

Legal and ethical stewardship requires restricted gifts be used only for the purposes specified by the donor.

What is the purpose of a donor impact report?

Answer: To demonstrate how the donor's contribution created measurable change

Impact reports close the loop by showing donors the tangible results of their investment.

A donor who gave five years ago has stopped giving. Which re-engagement strategy is MOST appropriate?

Answer: Reach out personally to understand any concerns and reconnect with mission updates

Lapsed donors often respond best to personalized outreach that acknowledges the gap and reestablishes the relationship.

In donor relations, the term 'moves management' refers to:

Answer: A structured process of planned interactions to cultivate and deepen donor relationships

Moves management is a fundraising framework that tracks deliberate steps to advance a donor's commitment over time.

Which element is MOST critical in a gift acknowledgment letter to satisfy IRS requirements for gifts of $250 or more?

Answer: A statement of whether goods or services were provided in exchange for the gift

IRS regulations require disclosure of any goods or services provided in exchange for a contribution of $250 or more.