Deck 13: Philanthropic Fundraising
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Deck 13: Philanthropic Fundraising
1
An important tool in planning and managing a campaign is the ______.
A) strategic plan
B) contact report
C) gift standards chart
D) fundraising scaffold
A) strategic plan
B) contact report
C) gift standards chart
D) fundraising scaffold
C
2
Which phase is a campaign in following the kickoff?
A) quiet
B) noisy
C) public
D) planning
A) quiet
B) noisy
C) public
D) planning
C
3
When soliciting gifts, the more ______ contact, the better it is.
A) political
B) personal
C) insistent
D) guilt-evoking
A) political
B) personal
C) insistent
D) guilt-evoking
B
4
What is a gift given after one's death called?
A) bequest
B) testament
C) living asset
D) ultimate donation
A) bequest
B) testament
C) living asset
D) ultimate donation
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5
What fundraising subspecialty encompasses all the back-office operations such as gift recording and acknowledgment?
A) planning
B) stewardship
C) advancement services
D) administration
A) planning
B) stewardship
C) advancement services
D) administration
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6
What type of foundation generally does not make grants to other organizations?
A) family
B) corporate
C) operating
D) independent
A) family
B) corporate
C) operating
D) independent
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7
Which type of giving is expected to grow substantially in the coming decades?
A) bequests
B) corporate
C) tax efficacy
D) foundation
A) bequests
B) corporate
C) tax efficacy
D) foundation
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8
What type of giving is done in support of a corporation's business goals?
A) gifts-in-kind
B) planned giving
C) charitable gift annuity
D) strategic philanthropy
A) gifts-in-kind
B) planned giving
C) charitable gift annuity
D) strategic philanthropy
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9
______ describes corporate giving that supports a good environment in which to do business.
A) Philanthropy
B) Stewardship
C) Enlightened self-interest
D) Institutional advancement
A) Philanthropy
B) Stewardship
C) Enlightened self-interest
D) Institutional advancement
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10
The concept of ______ states individuals are driven by their nature to improve the human condition.
A) altruism
B) solicitation
C) self-directed giving
D) enlightened self-interest
A) altruism
B) solicitation
C) self-directed giving
D) enlightened self-interest
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11
Which type of fund is created during a campaign's quiet phase?
A) major
B) nucleus
C) nest egg
D) wrap-up
A) major
B) nucleus
C) nest egg
D) wrap-up
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12
The largest portion of giving by individuals is given to ______.
A) education
B) hospice care
C) religious organizations
D) environmental charities
A) education
B) hospice care
C) religious organizations
D) environmental charities
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13
What activity below is undertaken with the goal of eliciting charitable or philanthropic giving?
A) fund-raising
B) paying taxes
C) paying back taxes
D) charging fees for service
A) fund-raising
B) paying taxes
C) paying back taxes
D) charging fees for service
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14
What model depicts how individuals develop their giving relationship with an organization?
A) giving life cycle
B) gift standards chart
C) fundraising pyramid
D) philanthropy flowchart
A) giving life cycle
B) gift standards chart
C) fundraising pyramid
D) philanthropy flowchart
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15
______ are required to expend a minimum of 5% of investment value for either grants or operating expenses.
A) Corporations
B) Foundations
C) Religious entities
D) Charitable remainder trusts
A) Corporations
B) Foundations
C) Religious entities
D) Charitable remainder trusts
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16
The inclination to give resources based on the ability to make history is referred to as ______.
A) cultivation
B) beneficence
C) hyperagency
D) identification
A) cultivation
B) beneficence
C) hyperagency
D) identification
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17
What formal document identifies the mutual understandings of the donor and the organization?
A) gift agreement
B) donor statement
C) gift standards charter
D) bequest notifications
A) gift agreement
B) donor statement
C) gift standards charter
D) bequest notifications
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18
According to Dunlop, what type of gifts do individuals make to meet a nonrecurring need of an organization?
A) regular
B) special
C) ultimate
D) principal
A) regular
B) special
C) ultimate
D) principal
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19
What term below is used to identify potential donors?
A) cultivation
B) prospect research
C) charity philanthropy
D) philanthropic management
A) cultivation
B) prospect research
C) charity philanthropy
D) philanthropic management
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20
Although philanthropy is common around the world, organized fund-raising and philanthropy on a massive scale are still primarily a/an ______ phenomenon.
A) British
B) French
C) American
D) Canadian
A) British
B) French
C) American
D) Canadian
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21
According to the financial pyramid, what are financial gifts of $1 million or more called?
A) special
B) regular
C) ultimate
D) principal
A) special
B) regular
C) ultimate
D) principal
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22
The largest source of gifts comes from private individuals.
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23
A business supply company gave free office supplies to a nonprofit organization. What type of gift is this?
A) trust
B) grant
C) bequest
D) gift-in-kind
A) trust
B) grant
C) bequest
D) gift-in-kind
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24
An advancement officer is compiling a list of the organization's alumni. Which step of the fund-raising process is the officer performing?
A) sorting
B) soliciting
C) stewarding
D) prospecting
A) sorting
B) soliciting
C) stewarding
D) prospecting
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25
The motivations of individual donors are more complex than the motives of corporations.
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26
A nonprofit mailed each of its donors an annual report. This action is an example of which step of the fund-raising process?
A) qualifying prospects
B) efficiency and effectiveness
C) identifying organizational goals
D) stewarding the gift and the relationship
A) qualifying prospects
B) efficiency and effectiveness
C) identifying organizational goals
D) stewarding the gift and the relationship
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27
Human service organizations are highly reliant on individual giving.
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28
Private gifts cannot be used for organizational capacity building.
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29
Development is attention to the long-term growth of an organization.
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30
A tool to evaluate the efficiency of a fund-raising effort is a ______.
A) bar chart
B) linear equation
C) covariate relationship
D) cost-per-dollar-raised ratio
A) bar chart
B) linear equation
C) covariate relationship
D) cost-per-dollar-raised ratio
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31
A restricted gift is designated by the donor for a specific purpose.
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32
The cost of a fund-raising effort is not as important as the amount of money it raised.
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33
It is more important to identify prospects before identifying fund-raising priorities.
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34
A donor made a large financial gift to the hospice that provided a family member with end-of-life care in gratitude for its service. The donor would be classified as a ______ donor.
A) devout
B) repayer
C) socialite
D) invested
A) devout
B) repayer
C) socialite
D) invested
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35
A married couple invested in an insurance policy with their college alumni association being the beneficiary. This action is an example of which type of giving?
A) regular
B) efficient
C) deferred
D) expectancy
A) regular
B) efficient
C) deferred
D) expectancy
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36
A nonprofit organization used social media to develop a large network of donors. What type of fund-raising effort did the nonprofit use?
A) direct email
B) telemarketing
C) crowdfunding
D) personal solicitation
A) direct email
B) telemarketing
C) crowdfunding
D) personal solicitation
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37
A campaign involves two phases: the quiet phase and the public phase.
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38
The return on investment in fund-raising is a better measure of effectiveness than a cost-benefit ratio.
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39
Which term was originally used to describe long-term fundraising efforts to build institutions?
A) development
B) building funds
C) planned giving
D) community chest
A) development
B) building funds
C) planned giving
D) community chest
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40
An individual donor gave a gift to the American Red Cross (ARC) to provide clothing for individuals who lost their homes due to a flood. At the same time, a local foundation provided the ARC funds to develop plans for a new housing subdivision away from the flood zone. The individual donor's gift is an example of ______, while the foundation's gift is an example of ______.
A) charity; philanthropy
B) a grant; an annual fund
C) bequest; planned giving
D) entrepreneurship; a trust
A) charity; philanthropy
B) a grant; an annual fund
C) bequest; planned giving
D) entrepreneurship; a trust
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41
Compare and contrast the terms "fundraising" and "campaigns."
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42
Name the seven categories of donors as identified by Prince and File. Give a brief description of each category.
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43
Justify a reason why a nonprofit organization should not accept a financial gift.
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44
Analyze unethical relationships that can arise in fund-raising.
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45
Outline the steps involved in organizing a fund-raising activity.
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46
Select a nonprofit organization that you are familiar with and explain how that organization applies the six steps of the fund-raising process.
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47
Determine the three largest sources of gifts and provide an example of each.
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48
Differentiate the terms "fund-raising" and "development" and provide an example of each.
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49
Identify two gift solicitation methods and discuss the advantages and disadvantages of each
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50
Investigate and explain how tax rates affect charitable giving.
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51
Compare and contrast the two approaches to giving.
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52
Analyze social relationships on their influences on traditional fund-raising strategies.
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