Domain 1: Self- Assessment Flashcards
Identity Trends and characteristics that assist in determining giving potential.
Donor acquisition and retention principles
Sources of financial support
individuals, corporations, grant-making bodes, foundations, government agencies and gaming
Types of information needed to identify prospective donors and determine specific fundraising strategies
Donor profile components
Indicators of the donors’ ability to give, organizational linkage and interest in the cause
Donor giving patterns such as recency, frequency, renewal rates and monetary value
Data analysis techniques such as statistical analysis, data mining and segmentation
Data gathering techniques such as survey’s, focus groups, interviews and social networking
Elements of a comprehensive data management system including data capture, storage, retrieval, maintenance, and security.
Prospective donor screening qualifying and rating methods.
Motivations, practices and policies of various funding sources
Prospective donor information sources such as people, written or published sources, and electronic or online sources and their uses and limitations.
Elements or components of a fundraising program including annual giving, capital/major giving and planned giving/legacies
Relationships between and among annual giving, capital/major giving and planned giving/legacies programs.