Achieving Excellence in Fundraising Book

Question 1

Rosso’s Steps of the Fundraising Cycle

Answer 1

1. Examine the case
2. Analyze Market Requirements
3. Prepare Needs Statement
4. Define Objectives
5. Involve volunteers
6. Validate needs statement
7. Evaluate Gift Markets
8. Select Fundraising Vehicle
9. Identify Potential Giving Sources
10. Prepare Fundraising Plan
11. Prepare Communications Plan
12. Activate Volunteer Corps
13. Solicit the Gift
14. Demonstrate Stewardship & renew gift

Question 2

Roles and Responsibilities that influence giving

Answer 2

• Participation in civic or political organizations
• participation in social groups
• Recreational Interests
• Health
• Religion
• Profession or Job
• Family
• Education

Question 4

LIA

Answer 4

Linkage

Involvement

Advocacy

Question 6

4 core components of a culture of philanthropy

Answer 6

1. Shared responsibility for development
2. Integration and alignment with mission
3. A focus on fundraising as engagement
4. Strong donor relationships

Question 8

Stewardship Cycle

Answer 8

1. Thank
2. Confirm donor’s intentions
3. Recognize the donor
4. Report the gift’s impact
5. Begin the cultivation process for next gift

Question 9

Cultivation Cycle (5 i)

Answer 9

Identify

Investigate

Inform

Involve

Invest

Question 10

Elements of a comprehensive data management system

Answer 10

• Data capture
• Storage
• Retrieval
• Maintenance
• Security

Question 11

6 Steps of Moves Management

Answer 11

1. Review prospect/donor’s relationship
2. Plan the most beneficial next moves
3. Coordinate & check plans with others
4. Execute the moves
5. Evaluate
6. Report back to individuals involved

Question 12

5 Rs prospect research helps you figure out

Answer 12

1. Right Amount
2. Right Time
3. Right Opportunity
4. Right Person
5. Right Place

“atopp”

Question 14

Corporate Motivations for Giving

Answer 14

• Productivity
• Ethical/Altruistic
• Political
• Stakeholder

Question 15

Individual Motivations for Giving

Answer 15

• mission of organization
• emotion
• connection
• personal motivations (cultural, family, history, identity)

Question 16

Foundation motivations for Giving

Answer 16

• Funding priorities
• Interests
• Geography

Will not give outside priority areas

Question 17

Fundraiser’s role in the constituency model

Answer 17

• develop awareness - of org’s mission within constituency
• foster understanding - of services to the mission
• invite commitment - to the org (by giving a gift)