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CFRE Glossary of Fundraising Terms Test Questions and Answers
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CFRE Glossary of Fundraising Terms Test Questions and Answers
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CFRE Glossary of Fundraising TermsAccountabily - Answer -The responsibility of a donee organization to keep a donor informed about the
use of the donor's gift. (See Donor Bill of Right's)
Acknowledge - Answer -To express gratitude for (a gift or service) in written or oral form, communicated
privately or publicly
Annual Fund - Answer -Any organized effort by a nonprofit institution or program to secure gifts on an
annual basis, either by mail or through direct solicitation, or both. It includes gifts that are made in
response to an annual fund solicitation to underwrite budgeted expenses and are
repeatable/replaceable. Frequently called Annual Appeal, or Annual Giving Program.
Annual Gift - Answer -A donation given yearly to provide reliable monies for ongoing programs and
services
Benefit - Answer -A form of fundraising that involves the organization and staging of a special event for
charitable purposes, with all proceeds above expenses designated as a charitable contribution to the
charitable institution concerned.
Campaign - Answer -An organized effort to raise funds for a nonprofit organization through solicitation
by volunteers or by direct mail or both.
, Capital Campaign - Answer -A campaign to raise substantial funds for a nonprofit organization to finance
major building projects, to supplement endowment funds and to meet other needs demanding
extensive outlays of capital
Case - Answer -The combination of reasons advanced by an institution or agency in justifying its appeals
for support, with emphasis on its past, present and potential services. One of the three basic pedestals
upon which fundraising success must rest. The others are Leadership and fields of support.
Case Statement - Answer -A carefully prepared document that sets forth in detail the reasons why an
institution or agency merits support with substantial documentation of its services, its Human
Resources, its potential for greater service, its needs and its future plans.
Charitable Gift Annuity - Answer -As stipulated in an irrevocable contract, a fixed sum of money paid at
certain regulars times by a charity to a donor or other designated beneficiary, or both, in exchange for
the donor's gift of cash or property
Charitable Institution - Answer -Any private institution or agency that operates on a nonprofit basis for
the public good and which is therefore exempt from taxation, with the exception of commercial
operations in which it may be involved.
Constituency - Answer -A category of donors and prospective donors, such as alumni, parents, members,
staff doctors, former patients, and in a broader sense, individuals, corporations and foundations
CRA - Answer -Canada Revenue Agency
Cultivation - Answer -The process of gradually developing the interest of an important prospective
contributor through exposure to institutional activities, people, needs and plans to the point where a
major gift may be considered.
Deferred Gift - Answer -A vested future interest in properly created to benefit a charitable institution.
Current value is ascertainable using actuarial tables.
Development - Answer -A term used since t he mid-1940's to define the total process of institutional
fundraising, frequently including public relations and (in education institutions) alumni affairs.
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