Donor Relations & Stewardship Flashcards
7 cards from real CNE practice questions. Tap to flip, then mark Knew It or Still Learning — missed cards come back until you master them.
Read the first 7 Donor Relations & Stewardship flashcards as text
Under IRS regulations, a nonprofit must provide a written acknowledgment for a cash gift of $250 or more by:
Answer: The earlier of the date the return is filed or the due date of the return including extensions
The IRS requires the acknowledgment to be provided no later than when the donor files their return or the return due date, whichever is earlier.
A donor requests a copy of the organization's Form 990. The nonprofit is legally required to:
Answer: Make it available for public inspection upon request
Nonprofits are legally required under IRS regulations to make their Form 990 available for public inspection upon request.
A donor makes a gift with the understanding that interest income will be paid to them for life, after which the remainder goes to the nonprofit. This is BEST described as:
Answer: A charitable remainder trust
A charitable remainder trust provides income to the donor or beneficiary during their lifetime, with the residual passing to the nonprofit.
What role does a gift acceptance policy play in donor stewardship?
Answer: It establishes clear guidelines for what types of gifts the organization can accept and under what conditions
A gift acceptance policy protects the organization and donors by defining acceptable gift types, conditions, and review processes.
Which communication channel has historically shown the HIGHEST response rate for donor retention appeals?
Answer: Direct mail
Research consistently shows direct mail retains higher response rates for charitable appeals compared to digital channels, particularly for mid- and major-level donors.
A donor-advised fund (DAF) grant arrives without donor designation. The BEST stewardship response is to:
Answer: Contact the DAF sponsor to identify the recommending donor and acknowledge them personally
Reaching out to the DAF sponsor to identify the donor allows for personalized stewardship, which strengthens the relationship for future grants.
When establishing a donor stewardship matrix, which variable MOST commonly defines stewardship tier placement?
Answer: Cumulative lifetime giving or annual gift level
Stewardship matrices typically tier donors by cumulative lifetime giving or annual gift amount to allocate staff time and recognition benefits appropriately.