CFRE EXAM OUTLINE RESOURCE MAP

Attachments:

• POP QUIZ: Domain #1 Current & Prospective Donors Research

1. 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.
2. 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.
3. 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.
4. 1.4 Rate current and prospective donors on linkage, ability, and interest to prioritize and plan cultivation and solicitation.
5. 1.5 Communicate and validate relevant donor information with key organizational stakeholders to establish a plan of action for engagement, cultivation, solicitation, and stewardship.

1. 4.1 Identify organizational readiness and opportunities to engage volunteers.
   1. ~Key Knowledge Area~ Governance principles and models for not-for-profit organizations
   2. ~Key Knowledge Area~ Organization’s structure, functions, and culture
   3. ~Key Knowledge Area~ Respective roles of volunteer board members and staff with respect to governance and management
2. 4.2 Create structured processes for the identification, recruitment, orientation, training, evaluation, recognition, retention and succession of volunteers.
   1. ~Key Knowledge Area~ Volunteer recruitment, orientation, training, management, motivation, retention, recognition, and evaluation techniques
3. 4.3 Develop specific role descriptions and terms of commitment to empower and support volunteers and enhance their effectiveness.
   1. ~Key Knowledge Area~ Volunteer roles in fundraising
   2. ~Key Knowledge Area~ Components and uses of volunteer role descriptions and term commitments
4. 4.4 Engage various types of volunteers (for example, board, program, campaign) in the fundraising process to increase organizational capacity.
   1. ~Key Knowledge Area~ Skills training and competency development methods
   2. ~Key Knowledge Area~ Strategies for optimizing volunteers’ time and talent Trends and preferences in volunteering