Test Content Outline for CFRE Exam

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1 Test Cntent Outline fr CFRE Exam Dmain 1: Current and Prspective Dnr Research (14% 28 items) 1.1 Develp a list f prspective dnrs by identifying individuals, grups, and entities, such as fundatins, crpratins, and gvernment agencies, with the linkage, ability, and interest t give in rder t qualify prspective dnrs fr further research and cultivatin. 1.2 Implement and utilize a secure data management system t ensure data privacy, stre infrmatin n current and prspective dnrs, and enable segmented retrieval and analysis. 1.3 Cllect and analyze current and prspective dnr infrmatin including demgraphics, psych-graphics, interests, values, mtivatins, culture, ability, giving and vlunteer histry, relatinships, and linkages t select ptential dnrs fr particular prjects and fundraising prgrams. 1.4 Rate current and prspective dnrs n linkage, ability, and interest t priritize and plan cultivatin and slicitatin. 1.5 Cmmunicate and validate relevant dnr infrmatin with key rganizatinal stakehlders t establish a plan f actin fr engagement, cultivatin, slicitatin, and stewardship. Key Knwledge Areas fr Abve Indicatrs that identify trends and define characteristics such as the sciecnmic status, giving histry, generatin, gender, and culture f a cnstituency Dnr acquisitin and retentin principles Surces f financial supprt such as individuals, crpratins, grantmaking bdies, fundatins, gvernmental agencies, and gaming Types f infrmatin needed t identify prspective dnrs and determine specific fundraising strategies Dnr prfile cmpnents Indicatrs f the dnr's ability t give, linkage, and interest Dnr giving patterns such as recency, frequency, renewal rates, and value Data analysis techniques such as statistical analysis, data mining, and segmentatin Data gathering techniques such as surveys, fcus grups, interviews, and scial netwrking Elements f a cmprehensive data management system including data capture, strage, retrieval, maintenance, and security Test Cntent Outline FINAL Sept Prepared by AGatewd Page 1 f 6

2 Prspective dnr screening, qualifying, and rating methds Mtivatins, practices, and plicies f varius funding surces Prspective dnr infrmatin surces such as peple, written r published surces, and electrnic r nline surces, and their uses and limitatins Elements r cmpnents f a fundraising prgram, including annual giving, capital/majr giving, and planned giving/legacies Relatinships between and amng annual giving, capital/majr giving, and planned giving/legacies prgrams Market research cmpnents and uses Privacy legislatin and regulatin Ethical use f data Elements f engagement, cultivatin, slicitatin, and stewardship plans Dmain 2: Securing the Gift (23% 46 items) 2.1 Develp a case fr supprt by invlving stakehlders in rder t cmmunicate the ratinale fr supprting the rganizatin s missin. 2.2 Identify slicitatin strategies and techniques apprpriate t current and prspective dnr grups. 2.3 Develp and implement specific slicitatin plans fr the invlvement f individual dnrs, dnr grups, and/r entities. 2.4 Prepare dnr-fcused slicitatin cmmunicatins in rder t facilitate infrmed gift decisins. 2.5 Ask fr and secure gifts frm current and prspective dnrs in rder t generate financial supprt fr the rganizatin s missin. Key Knwledge Areas fr the Abve Psychlgy f giving Scilgical and cultural influences n giving Elements f an effective case Case statement cnstructin Elements f an effective slicitatin plan Types f gifts such as cash, securities, trusts, prperty, and gifts in kind Slicitatin strategies and their effectiveness with different dnr grups Cmpnents and uses f feasibility/planning studies Negtiatin techniques External factrs that may affect the viability f the rganizatin and its prgrams and services Dnr mtivatins, barriers t giving, and giving behavir Peer relatinship principles and their applicatin t fundraising Fundraising prgram evaluatin standards, prcedures, and methds including benchmark calculatins such as cst f fundraising, ROI, fundraising metrics, average gift, and respnse rates Gift agreements and payment structures fr cntributins such as utright gifts, pledges, and installments Cmmunicatin methds and messages t reach target audiences The use f prspect research t infrm cultivatin and slicitatin strategies Fundraising techniques and prgrams such as: Test Cntent Outline FINAL Sept Prepared by AGatewd Page 2 f 6

3 a. Direct marketing (fr example, mail, telephne, electrnic, direct respnse televisin [drtv], direct dialgue) b. Special events (fr example, dinners, walk-athns, turnaments, auctins) c. Grant prpsal writing (fr example, fundatins, crpratins, gvernment) d. Crprate spnsrships, partnerships, and causerelated marketing e. Gift planning such as bequests, legacies, and trusts f. Majr gifts g. Memrial and tribute gifts h. Capital and endwment campaigns i. Membership and alumni prgrams j. Gaming and lttery prgrams k. Wrkfrce and payrll giving/federated campaigns l. Cmmunity, peer-t-peer, and third-party fundraising Invlvement f dnr advisrs, cnsultants, and legal and financial experts Use f electrnic media, such as web sites, , text messages, and scial media Dmain 3: Relatinship Building (26% 52 items) 3.1 Initiate and strengthen relatinships with cnstituents thrugh systematic cultivatin and stewardship plans designed t build trust in, and lng-term cmmitment t, the rganizatin. 3.2 Develp and implement a cmprehensive cmmunicatins plan t infrm cnstituents abut the rganizatin s missin, visin, values, financial and ethical practices, funding pririties, and gift pprtunities. 3.3 Prmte a culture f philanthrpy by bradening cnstituents understanding f the value f giving. 3.4 Acknwledge and recgnize dnr gifts and engagement in ways that are meaningful t dnrs and apprpriate t the missin and values f the rganizatin. Key Knwledge Areas fr the Abve Elements f a cultivatin plan Cmpnents f a cmprehensive cmmunicatins plan Dnr acquisitin and renewal strategies Cmmunicatin methds and messages t reach target audiences Oral and written cmmunicatin techniques Cmpnents and uses f active listening Aspects f nnverbal cmmunicatin such as bdy language and eye cntact Interpersnal cmmunicatin (fr example, trust building, team building,) External spheres f influence such as crprate, gvernmental, scial, civic, prfessinal, and religius affiliatins and their interrelatinships Methds fr ptimizing relatinships between and amng cnstituencies Relatinship between philanthrpy and fundraising Benefits f fundraising prgrams fr rganizatins Test Cntent Outline FINAL Sept Prepared by AGatewd Page 3 f 6

4 Using incentives such as member benefits, special invitatins, premiums, and naming rights Stewardship techniques such as recgnitin and impact reprting Use f electrnic media in relatinship building Definitin f a culture f philanthrpy Dmain 4: Vlunteer Invlvement (8% 16 items) 4.1 Identify rganizatinal readiness and pprtunities t engage vlunteers. 4.2 Create structured prcesses fr the identificatin, recruitment, rientatin, training, evaluatin, recgnitin, retentin, and successin f vlunteers. 4.3 Develp specific rle descriptins and terms f cmmitment t empwer and supprt vlunteers and enhance their effectiveness. 4.4 Engage varius types f vlunteers (fr example, bard, prgram, campaign) in the fundraising prcess t increase rganizatinal capacity. 4.5 Participate in recruiting experienced and diverse leadership n bards and/r cmmittees t ensure these grups are representative f, and respnsive t, the cmmunities served. Key Knwledge Areas fr the Abve Persnality types and attributes Vlunteer rles in fundraising Cmpnents and uses f vlunteer rle descriptins and term cmmitments Skills training and cmpetency develpment methds Strategies fr ptimizing vlunteers time and talent Vlunteer recruitment, rientatin, training, management, mtivatin, retentin, recgnitin, and evaluatin techniques Gvernance principles and mdels fr nt-fr-prfit rganizatins Value f diversity and cmmunity representatin Respective rles f vlunteer bard members and staff with respect t gvernance and management Trends and preferences in vlunteering Organizatin s structure, functins, and culture Dmain 5: Leadership and Management (19% 38 items) 5.1 Demnstrate leadership that advances fundraising practice. 5.2 Advcate fr and supprt a culture f philanthrpy and the advancement f fundraising acrss the rganizatin and its cnstituencies. 5.3 Ensure that sund administrative and management plicies and prcedures are in place t supprt fundraising functins. 5.4 Participate in the rganizatin s strategic planning prcess t ensure the integratin f fundraising and philanthrpy. 5.5 Design and implement shrt- and lngterm fundraising plans and budgets t supprt the rganizatin s strategic gals. 5.6 Emply marketing and public relatins principles and tls t supprt and grw fundraising prgrams. Test Cntent Outline FINAL Sept Prepared by AGatewd Page 4 f 6

5 5.7 Cnduct nging perfrmance measurement and analysis f fundraising prgrams using accepted and apprpriate standards and metrics in rder t identify pprtunities, reslve prblems, and infrm future planning. 5.8 Recruit, train, and supprt staff by prviding prfessinal develpment pprtunities and applying human resurce principles t fster prfessinalism and a prductive, team-riented wrk envirnment. 5.9 Utilize external services as needed t ptimize the effrts f the fundraising functin. Key Knwledge Areas fr Abve Cmpnents and uses f missin, visin, and values statements Strategic and actin planning methds Fundraising prgram evaluatin standards, prcedures, and methds Plicy and prcedure develpment and evaluatin Elements f a fundraising plan Rle f fundraising in the strategic planning prcess Impact f rganizatinal structures and team dynamics n the effectiveness f fundraising prgrams Methds fr ensuring the integrity f data management and recrd-keeping systems Cmpnents and uses f develpment audits Financial management including budgeting, financial statements, and audits Use and applicatin f market research Marketing and public relatins principles Methds fr assessing the rganizatin s impact n the cmmunity Training resurces apprpriate t the different fundraising prgram elements Human resurce management principles, strategies, and practices Fundraising rles, jb design, and structure Culture and definitin f philanthrpy Tls t assess the need fr cntracted services r ther resurces Techniques fr selecting, evaluating, and managing cntracted services Principles f managing meetings Methds and strategies fr managing change Principles f effective leadership Surces f histrical and cntemprary infrmatin abut philanthrpy and fundraising Cncepts f rganizatinal develpment Dmain 6: Ethics, Accuntability, and Prfessinalism (10% 20 items) 6.1 Ensure that all fundraising activities and plicies cmply with ethical principles and legal standards and reflect the values f the rganizatin and the cmmunity. 6.2 Cmmunicate principles f ethical fundraising t stakehlders t prmte ethical practices and strengthen a culture f philanthrpy. 6.3 Prmte ethical fundraising as a crucial cmpnent f philanthrpy t strengthen the nn-prfit sectr and supprt the sectr s rle as a pillar f civil sciety. Test Cntent Outline FINAL Sept Prepared by AGatewd Page 5 f 6

6 6.4 Clarify, implement, mnitr, and hnr dnrs intent and instructins regarding the use f gifts. 6.5 Ensure that allcatins f dnatins are accurately dcumented in the rganizatin s recrds. 6.6 Reprt t cnstituents the surces, uses, impact, and management f dnatins t demnstrate transparency and enhance public trust in the rganizatin. 6.7 Participate as an active and cntributing member f the fundraising prfessin thrugh activities such as mentring, cntinuing educatin, research, and membership in prfessinal assciatins. Persnal privacy and infrmatin prtectin Ethical principles relevant t cultivating, securing, and accepting gifts Methds and prcesses fr ethical decisin making Cntinuing prfessinal develpment pprtunities in fundraising such as prfessinal rganizatin membership, mentrship, research, cmmittee invlvement, and surces f cntinuing educatin Mentrship principles Prfessinal rganizatins rles and resurces t supprt advcacy Apprpriate avenues fr advcacy Key Knwledge Areas fr the Abve Laws and regulatins affecting ntfr-prfit rganizatins, including interactins with stakehlders such as dnrs, staff, and vlunteers Legal and ethical practices related t dnr recrd maintenance, gift accunting, financial management and audit trails Methds f recrding, receipting, recgnizing, and acknwledging gifts Elements f gift acceptance plicies Elements f gift agreements Accunting and investment principles fr nt-fr-prfit rganizatins Organizatinal transparency, including methds fr reprting fundraising perfrmance, utcmes, and impact t cnstituencies Dnr Bill f Rights/Dnrs Charter and Internatinal Statement f Ethical Principles in Fundraising Effective January 1, 2016 Test Cntent Outline FINAL Sept Prepared by AGatewd Page 6 f 6