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[Show more]Explain growth of the Nonprofit Sector 
1) Philanthropy and nonprofit organizations have always played a significant role in US society 
2) They play an even more significant role today 
3) The nonprofit sector has grown to be a larger part of the US economy 
 
 
 
Explain philanthropy in US versus ...
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Add to cartExplain growth of the Nonprofit Sector 
1) Philanthropy and nonprofit organizations have always played a significant role in US society 
2) They play an even more significant role today 
3) The nonprofit sector has grown to be a larger part of the US economy 
 
 
 
Explain philanthropy in US versus ...
key activities in fundraising 
research, marketing, relationships, ethics & accountability 
 
 
 
Rosso's Concentric Circles - outer circle 
People with similar interests 
 
 
 
Rosso's Concentric Circles - at the core - who are these primary stakeholders? 
Major Donors, Board, Management Staff (t...
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Add to cartkey activities in fundraising 
research, marketing, relationships, ethics & accountability 
 
 
 
Rosso's Concentric Circles - outer circle 
People with similar interests 
 
 
 
Rosso's Concentric Circles - at the core - who are these primary stakeholders? 
Major Donors, Board, Management Staff (t...
Uses for Planned Gifts 
operations, capital improvements, endowments, mission furthering projects 
 
 
 
Benefits of Planned Gifts 
allows the donor a tax deduction, minimizes capital gains taxes, reduces estate taxes, or provides donors with annual incomes. 
 
 
 
Other facts about planned giving 
...
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Add to cartUses for Planned Gifts 
operations, capital improvements, endowments, mission furthering projects 
 
 
 
Benefits of Planned Gifts 
allows the donor a tax deduction, minimizes capital gains taxes, reduces estate taxes, or provides donors with annual incomes. 
 
 
 
Other facts about planned giving 
...
What's the self-assessment mean on page 11 of the CFRE Study Guide? 
It's a job task assessment to determine your testing knowledge. It will show you where your weak areas are so you can study more in those areas. 
 
 
 
What's your study plan for the CFRE exam? 
- Week 1: Prospect Research (stud...
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Add to cartWhat's the self-assessment mean on page 11 of the CFRE Study Guide? 
It's a job task assessment to determine your testing knowledge. It will show you where your weak areas are so you can study more in those areas. 
 
 
 
What's your study plan for the CFRE exam? 
- Week 1: Prospect Research (stud...
accountability 
The responsibility of the donee organization to keep a donor informed about the use that is made of the donor ' s gift as well as the cost of raising it. 
 
 
 
acknowledgment 
Written expression of gratitude for gift or service. 
 
 
 
acknowledgment letter 
A letter sent by a done...
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Add to cartaccountability 
The responsibility of the donee organization to keep a donor informed about the use that is made of the donor ' s gift as well as the cost of raising it. 
 
 
 
acknowledgment 
Written expression of gratitude for gift or service. 
 
 
 
acknowledgment letter 
A letter sent by a done...
Philanthropy 
voluntary action for the common good... - Robert L. Payton, as quoted in Greenfield's Fundraising Fundamentals 
 
 
 
Number of nonprofits registered with IRS 
US: 1.4 mil; 63% registered as 501c3... 161K in Canada 
 
 
 
Donors give for the following reasons 
moral obligation to help...
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Add to cartPhilanthropy 
voluntary action for the common good... - Robert L. Payton, as quoted in Greenfield's Fundraising Fundamentals 
 
 
 
Number of nonprofits registered with IRS 
US: 1.4 mil; 63% registered as 501c3... 161K in Canada 
 
 
 
Donors give for the following reasons 
moral obligation to help...
CFRE Practice exam questions fully solved & updated.
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Add to cartCFRE Practice exam questions fully solved & updated.
accountability 
the responsibility of the donee organization to keep a donor informed about the use that is made of the donor's gift as well as the cost of raising it. 
 
 
 
acknowledgement letter 
written expression of gratitude for gift or service 
 
 
 
acquisition mailing (prospect mailing) 
a...
Preview 3 out of 30 pages
Add to cartaccountability 
the responsibility of the donee organization to keep a donor informed about the use that is made of the donor's gift as well as the cost of raising it. 
 
 
 
acknowledgement letter 
written expression of gratitude for gift or service 
 
 
 
acquisition mailing (prospect mailing) 
a...
Development is growth of mission and includes: 
- planning 
- communications 
- fundraising 
 
 
 
Planning calls for vision and leadership and answers what questions? 
- Who are we? 
- What makes us unique? 
- What do we want to accomplish? 
- How will we reach our goals? 
- How do we hold ourselve...
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Add to cartDevelopment is growth of mission and includes: 
- planning 
- communications 
- fundraising 
 
 
 
Planning calls for vision and leadership and answers what questions? 
- Who are we? 
- What makes us unique? 
- What do we want to accomplish? 
- How will we reach our goals? 
- How do we hold ourselve...
CFRE Exam: Volunteer Involvement exam questions fully solved & updated
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Add to cartCFRE Exam: Volunteer Involvement exam questions fully solved & updated
CFRE - V Building & Sustaining Relationships exam questions fully solved & updated.
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Add to cartCFRE - V Building & Sustaining Relationships exam questions fully solved & updated.
What is the LAI Principle? II.2, II.3, 
The fundraising axiom of qualifying prospects on the basis of Linkages, Ability, and Interest. (Glossary of Fundraising Terms, CFRE website) 
 
 
 
What are typical indicators to identify trends and define characteristics? I, Task 3 
Socioeconomic status, givi...
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Add to cartWhat is the LAI Principle? II.2, II.3, 
The fundraising axiom of qualifying prospects on the basis of Linkages, Ability, and Interest. (Glossary of Fundraising Terms, CFRE website) 
 
 
 
What are typical indicators to identify trends and define characteristics? I, Task 3 
Socioeconomic status, givi...
ethics and personal financial gain 
Funds cannot be raised for the personal financial gain of the fundraiser and the funds must be collected carefully with respect to free choice without pressure harassment intimidation or coercion 
 
 
 
ethics and donor wishes 
Fundraisers must act responsibly reg...
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Add to cartethics and personal financial gain 
Funds cannot be raised for the personal financial gain of the fundraiser and the funds must be collected carefully with respect to free choice without pressure harassment intimidation or coercion 
 
 
 
ethics and donor wishes 
Fundraisers must act responsibly reg...
accountability 
The responsibility of the donee organization to keep a donor informed about the use that is made of the donor's gift as well as the cost of raising it. 
 
 
 
acknowledgement 
Written expression of gratitude for gift or service 
 
 
 
acknowledgment letter 
A letter sent by a donee,...
Preview 4 out of 53 pages
Add to cartaccountability 
The responsibility of the donee organization to keep a donor informed about the use that is made of the donor's gift as well as the cost of raising it. 
 
 
 
acknowledgement 
Written expression of gratitude for gift or service 
 
 
 
acknowledgment letter 
A letter sent by a donee,...
Philanthropy 
voluntary action for the common good 
 
 
 
Giving 
nearly always implies a connection to the org, satisfies one or more personal needs and may provide some type of return in what the org will do. 
 
 
 
key activities in fundraising 
- research 
- marketing 
- relationships 
- ethics ...
Preview 4 out of 104 pages
Add to cartPhilanthropy 
voluntary action for the common good 
 
 
 
Giving 
nearly always implies a connection to the org, satisfies one or more personal needs and may provide some type of return in what the org will do. 
 
 
 
key activities in fundraising 
- research 
- marketing 
- relationships 
- ethics ...
More and more, potential donors and others interested in the org are seeking information from various "watchdog" organizations, and so part of accountability is ensuring that organizations such as these have accurate information. Examples of these org's include: 
GuideStar and Charity Navigator 
...
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Add to cartMore and more, potential donors and others interested in the org are seeking information from various "watchdog" organizations, and so part of accountability is ensuring that organizations such as these have accurate information. Examples of these org's include: 
GuideStar and Charity Navigator 
...
Sales Associates knowledge should include 
Property transfer, market conditions, how to market real estate and businesses 
 
 
 
Al licensed or certified appraiser is always required when 
an original loan is federally related 
 
 
 
If a sales Associate moved from Florida to San Diego to work for t...
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Add to cartSales Associates knowledge should include 
Property transfer, market conditions, how to market real estate and businesses 
 
 
 
Al licensed or certified appraiser is always required when 
an original loan is federally related 
 
 
 
If a sales Associate moved from Florida to San Diego to work for t...
Where should the ideas of the case statement come from? 
Mission Statement and Strategic Plan 
 
 
 
Who should be involved in creating the case statement? 
Volunteers and staff 
 
 
 
What are the three components of the case? 
Purpose: show organization mission/purpose, shows how new programs bene...
Preview 4 out of 34 pages
Add to cartWhere should the ideas of the case statement come from? 
Mission Statement and Strategic Plan 
 
 
 
Who should be involved in creating the case statement? 
Volunteers and staff 
 
 
 
What are the three components of the case? 
Purpose: show organization mission/purpose, shows how new programs bene...
- Module 9: Accountability - 
1. Laying the groundwork for accountability includes these five key "steps": 
1. Mission and purpose describe why the org exists 
2. Tracking and reporting to ensure donors' intentions are honored 
3. Using communications strategies and tools ensures stakeholders are...
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Add to cart- Module 9: Accountability - 
1. Laying the groundwork for accountability includes these five key "steps": 
1. Mission and purpose describe why the org exists 
2. Tracking and reporting to ensure donors' intentions are honored 
3. Using communications strategies and tools ensures stakeholders are...
Any individual who works without compensation on behalf of an org or cause, whether temporarily or on a relative continuous basis 
volunteer 
 
 
 
Why include volunteers in fundraising? 
staff can't do it all (staff bring scope, depth, knowledge)... peer to peer cultivation/solicitation are more e...
Preview 2 out of 10 pages
Add to cartAny individual who works without compensation on behalf of an org or cause, whether temporarily or on a relative continuous basis 
volunteer 
 
 
 
Why include volunteers in fundraising? 
staff can't do it all (staff bring scope, depth, knowledge)... peer to peer cultivation/solicitation are more e...
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