Zusammenfassung der Ressource
CFRE EXAM OUTLINE RESOURCE MAP
- DOMAIN 1: CURRENT AND PROSPECTIVE DONOR RESEARCH
(14% — 28 items) Tasks - 5
Anlagen:
- 1.1 Develop a list of prospective donors by identifying individuals, groups,
and entities, such as foundations, corporations, and government agencies,
with the linkage, ability, and interest to give in order to qualify prospective
donors for further research and cultivation.
- 1.2 Implement and utilize a secure data management system to
ensure data privacy, store information on current and prospective
donors, and enable segmented retrieval and analysis.
- 1.3 Collect and analyze current and prospective donor information including
demographics, psycho-graphics, interests, values, motivations, culture, ability,
giving and volunteer history, relationships, and linkages to select potential donors
for particular projects and fundraising programs.
- 1.4 Rate current and prospective donors on linkage, ability, and
interest to prioritize and plan cultivation and solicitation.
- 1.5 Communicate and validate relevant donor information with key organizational stakeholders to
establish a plan of action for engagement, cultivation, solicitation, and stewardship.
- DOMAIN 2: SECURING THE GIFT
(23%–46 items) | Tasks - 5
- DOMAIN 3: RELATIONSHIP BUILDING
(26% — 52 items) | Tasks - 4
- DOMAIN 5: LEADERSHIP AND MANAGEMENT
(19% — 38 items) Tasks - 9
- DOMAIN # 4: VOLUNTEER INVOLVEMENT
(8%–16 items) | Tasks - 5
- 4.1 Identify organizational readiness and
opportunities to engage volunteers.
- ~Key Knowledge Area~
Governance principles and models
for not-for-profit organizations
- ~Key Knowledge Area~
Organization’s structure,
functions, and culture
- ~Key Knowledge Area~
Respective roles of volunteer
board members and staff with
respect to governance and
management
- 4.2 Create structured processes for the
identification, recruitment, orientation,
training, evaluation, recognition, retention
and succession of volunteers.
- ~Key Knowledge Area~
Volunteer recruitment,
orientation, training,
management, motivation,
retention, recognition, and
evaluation techniques
- 4.3 Develop specific role descriptions and terms of
commitment to empower and support volunteers and
enhance their effectiveness.
- ~Key Knowledge Area~
Volunteer roles in fundraising
- ~Key Knowledge Area~
Components and uses of volunteer
role descriptions and term
commitments
- 4.4 Engage various types of volunteers (for example, board,
program, campaign) in the fundraising process to increase
organizational capacity.
- ~Key Knowledge Area~
Skills training and
competency development
methods
- ~Key Knowledge Area~
Strategies for optimizing
volunteers’ time and talent
Trends and preferences in
volunteering
- DOMAIN 6: ETHICS, ACCOUNTABILITY, AND PROFESSIONALISM
(10% — 20 items) | Tasks - 7