Deck 13: Philanthropic Fundraising

Question 1

According to Dunlop, these are gifts that individual donors make to meet some nonrecurring need of the organization.

A) Regular gifts
B) Special gifts
C) Stretch gifts
D) Nonrecurring gifts

Answer 1

B

Question 2

The is a classic depiction of how individuals develop their giving relationship with an organization.

A) gift standards chart
B) philanthropy flow chart
C) giving life cycle
D) fundraising pyramid

Answer 2

D

Question 3

Identifying individuals, foundations, and corporations who are prospects of giving is a task often performed by professionals engaged in

A) prospect research.
B) cultivation.
C) prospect management.
D) charity investigation.

Answer 3

A

Question 4

An important tool in planning and managing a campaign is the , which reflects the proportional giving necessary to achieve the campaign's overall goal, starting with a lead gift that is at least 10 percent of the goal, and then doubling the number of gifts needed at each successively lower dollar level.

A) contact report
B) fundraising pyramid
C) kickoff party
D) gift standards chart

Question 5

This is the idea that companies make gifts that might not have a direct or immediate benefit to the bottom line, but that would generally help maintain a healthy society in which to do business.

A) Enlightened self-interest
B) Philanthropy
C) Institutional advancement
D) Stewardship

Question 6

Although philanthropy in some form is common around the world, organized fundraising and philanthropy on a massive scale are still primarily a(an) phenomenon.

A) British
B) American
C) French
D) Canadian

Question 7

A nonprofit will increase the chances of gaining support of a prospective donor if it devotes some time and attention to before moving to solicit a gift.

A) establishing a relationship
B) cultivating a relationship
C) making reference to gifts given by the donor's peers
D) flattery

Question 8

This is giving according to a plan that relates the corporation's philanthropy to its overall strategic and business goals.

A) Charitable gift annuity
B) Gifts-in-kind
C) Planned giving
D) Strategic philanthropy

Question 9

The largest portion of giving by individuals is directed to , which accounts for about 46 percent of the total each year.

A) education
B) environmental charities
C) human services
D) hospice care

Question 10

The concept of states that individuals are driven by their nature to help others and improve the human condition.

A) enlightened self-interest
B) charity
C) altruism
D) self-directed giving

Question 11

The inclination to give resources based on the ability to make history and affect the conditions under which people live is identified by Schervish and Havens as:

A) cultivation.
B) beneficence.
C) identification.
D) hyperagency.

Question 12

are required to expend a minimum of an amount equivalent to five percent of the value of their invested assets each year, for either grants or operating expenses.

A) Corporations
B) Foundations
C) Religious entities
D) Charitable remainder trusts

Question 13

In soliciting for gifts, the more the contact, the better it is.

A) insistent
B) guilt-evoking
C) personal
D) polite

Question 14

These types of foundations support their own programs and generally do not make grants to other organizations.

A) Operating foundations
B) Family foundations
C) Independent foundations
D) Corporate foundations

Question 15

This is a statement in an individual's will or living trust dictating that on his or her death, some amount or portion of his or her estate is to be given to a charitable organization.

A) Charitable gift annuity
B) Testament
C) Bequest
D) Ultimate donation

Question 16

This is a formal, written document that states the mutual understandings of the donor and the organization.

A) Gift agreement
B) Gift standards chart
C) Bequest
D) Case statement

Question 17

In campaigns, prospects are solicited in a planned sequence beginning with those closest to the organization and the most promising prospects, proceeding later to those who are less related or who are deemed to have less financial potential. This is known as:

A) sequential fundraising.
B) a capital campaign.
C) prospect management.
D) campaign warfare.

Question 18

A campaign is not announced to the public until a significant portion of its total goal has been raised as part of a during what is known as the campaign's quiet period.

A) return on investment
B) nucleus fund
C) special gift fund
D) nest egg

Question 19

This is an activity undertaken with the goal of eliciting charitable or philanthropic giving.

A) Paying taxes
B) Paying back taxes
C) Fundraising
D) Charging fees for service

Question 20

This subspecialty in fundraising encompasses all the back-office operations such as gift recording and acknowledgment, prospect research, and information systems management.

A) Development services
B) Stewardship services
C) Advancement services
D) Solicitation services

Question 21

The cost of fundraising is not as important as the amount of money raised.

Question 22

Compare and contrast the two approaches to giving.

Question 23

The return on investment in fundraising is a more appropriate measure of effectiveness than the cost-benefit ratio.

Question 24

ABC nonprofit mailed each of its donors an annual report. This is an example of which step of the fundraising process?

A) Fundraising efficiency and effectiveness
B) Identifying organizational goals
C) Planned giving
C) Stewarding the gift and the relationship

Question 25

Robert and Betty invested in an insurance policy with their college alumni association being the beneficiary. This is an example of which type of giving?

A) Deferred
B) Regular
C) Efficient
D) Expectancy

Question 26

Melvin gave a gift to the American Red Cross to be used to provide clothing for individuals who lost their homes due to a major flood. At the same time a local foundation provided the Red Cross funds to develop plans for a new housing subdivision away from the flood zone. Melvin's gift is an example of _______ while the foundation's gift is an example of _______.

A) a bequest; planned giving
B) charity; philanthropy
C) a grant; an annual fund
D) entrepreneurship; a trust

Question 27

Private giving must be used for programs and services and cannot be used for operations or capacity building.

Question 28

A nonprofit organization invited its donors to a formal dinner to thank them for their support to the organization. Which step of the fundraising process is the nonprofit performing?

A) Acknowledging and recognizing donors
B) Identifying priorities for financial support
C) Justifying organizational goals
D) Asking for a gift

Question 29

A business-supply company made a gift to a location nonprofit organization of free office supplies for one year. This type of gift is referred to as:

A) a gift-in-kind.
B) a bequest.
C) a trust.
D) a grant.

Question 30

Robert made a large financial gift to the hospice that provided his wife with end-of-life care in gratitude for their service. Robert would be classified as a _______ type of donor.

A) socialite
B) altruistic
C) dynastic
D) repayer

Question 31

It is more important to identify and qualify prospects first before identifying priorities and developing the case.

Question 32

The motivations of individual donors are more complex and less calculated than those of corporations or foundations.

Question 33

A tool commonly used to evaluate the efficiency of a fundraising effort is:

A) a linear equation.
B) a covariate relationship.
C) a bar chart.
D) A cost-per-dollar-raised ratio.

Question 34

A campaign involves two phases: the quiet phase and the public phase.

Question 35

Development is attention to the long-term growth of an organization.

Question 36

A restricted gift is one that is designated by the donor for a specific purpose and must be used in that manner.

Question 37

Becky, an advancement officer, is researching which physicians living in her community have graduated from the college Becky works for. Which step of the fundraising process is Becky performing?

A) Soliciting a gift
B) Stewarding a gift
C) Identifying and qualifying prospects
D) Sorting out the issues

Question 38

Two terms used to describe long-term and broad-based fundraising are:

A) planned giving and charity.
B) campaigns and charity.
C) advancement and development.
D) planning and social giving.

Question 39

The largest source of gifts is from private individuals.

Question 40

Religious organizations and human services organizations are highly reliant on charitable or philanthropic giving.

Question 41

Justify a reason why a nonprofit organization should not accept a financial gift.

Question 42

Differentiate the terms "fundraising" and "development."

Question 43

Investigate how tax rates affect charitable giving.

Question 44

Name the seven categories of donors as identified by the 1994 study by Prince and File. Give a brief description of each.

Question 45

Identify and explain the six steps of the fundraising process.

Question 46

Investigate and explain ethical considerations that can arise in fundraising.

Question 47

Identify two of the most common solicitation methods and discuss the advantages and disadvantages of them.

Question 48

Outline how you would organize a fundraising activity.

Question 49

Determine the difference(s) between the terms "fundraising" and "campaign."

Question 50

Determine the three largest sources of gifts?