TASK 1

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CFRE Fundraising Note on TASK 1, created by Helena Banks on 24/06/2020.
Helena Banks
Note by Helena Banks, updated more than 1 year ago More Less
Helena Banks
Created by Helena Banks over 4 years ago
Helena Banks
Copied by Helena Banks over 4 years ago
Helena Banks
Copied by Helena Banks over 4 years ago
Helena Banks
Copied by Helena Banks over 4 years ago
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Page 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. Linkage, Ability, and Interest You might see different words being used in relation to qualifying prospects, they have the same or very similar meaning Frontline Fundraising vs. Prospect Research Frontline: Linkage Ability Interest Prospect Research: Affinity Capacity Inclination Linkage is the only term with a slightly different meaning. Linkage refers to how the prospect is or could be connected with your organization. Affinity specifically refers to how close the prospect feels to your organization, which includes how the prospect is linked. Fundraising Cycle Organizations with a fundraising plan are likely to raise more money than organization organizations without a plan. The more effective the plan the more effective the fundraising. https://getfullyfunded.com/dont-get-caught-in-the-cycle-of-mediocre-fundraising/ The fundraising cycle is a multi-step process that begins with an awareness of what donors seek in their gift-giving and ends with developing a relationship of repeated giving. The cycle is a continuous process of planning for an asking for charitable gifts, practicing good stewardship, and establishing ongoing relationships with donors. Continuous and Ongoing 14 Separate Steps

SOURCE: Prospect Research for Fundraisers: The Essential Handbook By Jennifer J. Filla, Helen E. Brown

Page 2

[Key Knowledge Area]  Sources of financial support Sources of Financial Support Philanthropic funds originate in general areas of the economy, referred to as gift sources. The five gift sources for fundraising activities are: Individuals Corporations Foundations Associations Government Proper prospect and development practices make it possible to identify, cultivate, and solicit prospective donors within each subsector.

SOURCES: Achieving Excellence in Fundraising, 4th ed. (2016) by Eugene R. Tempel, Timothy L. Seiler, and Dwight F. Burlingame - Pg. 315]

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