Benefits of planned gifts - Study guides, Class notes & Summaries

Accountability - answer-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 - answer-Written expression of gratitude for gift or service. Acknowledgment letter - answer-A letter sent by a donee, or on behalf of a donee, to the donor, expressing appreciation for a gift and identifying the use that will be make of the gift. An acknowledgment letter may be a form letter, but it ...

CFRE Exam Prep Uses for Planned Gifts - correct answer operations, capital improvements, endowments, mission furthering projects Benefits of Planned Gifts - correct answer allows the donor a tax deduction, minimizes capital gains taxes, reduces estate taxes, or provides donors with annual incomes. Other facts about planned giving - correct answer used in the future, in some form other than cash, not an annual gift=not repeatable, relatively large for the organization and the donor. Whe...

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 (study for 1 week) - Week 2: Securing the Gift (study for 1 week) - Week 3: Relationship Building (study for 2 weeks) - Week 4: Volunteer Involvement (study for 1 week) - Week 5: Leadership and Managem...

CFRE Exam Prep Uses for Planned Gifts - correct answer operations, capital improvements, endowments, mission furthering projects Benefits of Planned Gifts - correct answer allows the donor a tax deduction, minimizes capital gains taxes, reduces estate taxes, or provides donors with annual incomes. Other facts about planned giving - correct answer used in the future, in some form other than cash, not an annual gift=not repeatable, relatively large for the organization and the donor. Whe...

What is LAI? How does it relate to prospect research? - answer-LAI: linkage, ability, interest LAI is the basis of properly qualifying prospects. The most suitable prospect that an org can have is when all 3 aspects of LAI are present. Out of the 3, interest is the most important factor when qualifying your prospect. How does research ensure appropriate resource allocation? - answer-Research is the bedrock on which fundraising campaigns are built. - the basis for creating development...

CFRE Exam Prep Uses for Planned Gifts - correct answer operations, capital improvements, endowments, mission furthering projects Benefits of Planned Gifts - correct answer allows the donor a tax deduction, minimizes capital gains taxes, reduces estate taxes, or provides donors with annual incomes. Other facts about planned giving - correct answer used in the future, in some form other than cash, not an annual gift=not repeatable, relatively large for the organization and the donor. Whe...

CPRP – Finance Already Rated A+ Attendance and Facility Usage - Attendance Figures: Data to determine how many people use programs and facilities. - Room Counts: Data showing facility use patterns, ranging from daily to hourly. - Cash Reports: Data revealing facility attendance, admission payments, and similar financial information. - Demand: The minimum and maximum enrollment for programs, or the projected number of participants at events or facilities. Purchasing Processes - Purchase...

CFRE Test Questions with All Correct Answers Capital Campaign - Answer-A carefully organized, highly structured fundraising program using volunteers supported by staff and consultants to raise funds for specific needs, to be met in a specific time frame, with a specific dollar goal. Allows donors to pledge gifts to be paid over a period of years. Community Foundation - Answer-A philanthropic foundation that is specifically committed to the support of institutions in it's own community, oft...

CFRE Exam Prep Qs & As!!

CFRE Fund Development Pyramid of Giving - correct answer Annual Giving Major Giving Estate or Planned Giving Five Is of a donor relationship - correct answer identification information interest involvement investment What motivates donors? - correct answer charitable and want to help others ego public recognition join with others in a common purpose confidence in an organization/respect leaders & management they were asked Role of annual giving - correct answer identify & re...