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CFRE Exam Questions and Answers- Securing the Gift
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CFRE Exam Questions and Answers- Securing the Gift
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CFRE Exam- Securing the GiftWhere should the ideas of the case statement come from? - Answer -Mission Statement and Strategic
Plan
Who should be involved in creating the case statement? - Answer -Volunteers and staff
What are the three components of the case? - Answer -Purpose: show organization mission/purpose,
shows how new programs benefit, shows organization impact on the community
Content: outlines key information about org like mission, goals, governance budget, staff competence
facilities, etc.
Focus: unrestricted support, restricted gifts for operations and/or restricted gifts for special needs
What happens after the institutional case is created? - Answer --smaller case statements evolve
--some for unrestricted support, some for capital campaigns and major gifts, some for special needs or
planned giving.
--segmented for a variety of constituent groups - major donors, regular donors, etc.
-serves as the basis for websites, brochures, foundation proposals, appeal letters, press releases,
newsletter articles, speeches and all communications.
What is the definition of a case statement? - Answer -A written version of the case for a specific
constituency or campaign, derived from the organization's case
, What are the components of a case statement? - Answer --Organization's objectives, services
-how fundraising supports organization
-how the organization will remain "significantly" productive"
-Difference the donor's support will do
-What the organization will do to to improve/change
What are the five main uses of creating a case statement? - Answer -Obtaining consensus
Recruiting volunteer leadership.
Testing the market.
Telling the story.
Creating fundraising materials.
On what things are case statements evaluated? - Answer -It has emotional and rational appeal.
It shows proof that plan will work.
Clear and concise.
Uses graphs and charts
Reader oriented
Donor focused.
Well-designed
Three things to do when writing a case statement? - Answer -1 Secure feedback systematically and via a
checklist and focus groups to:
Create ownership among volunteers and potential major donors.
Test the market and revise based on input
2 Use key employees and volunteers to create a formal basis for case material review and revision.
3 Segment: Adapt the case to constituent groups, and test different draft options, to further define the
way the case can be used effectively based on constituent motivations. Specialize the case to fit specific
constituent groups, listen to what matters to them, this helps you better understand the audience for
which it is written.
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