Certified Fund Raising Executive (CFRE) Practice Test

What is the best opportunity to make a formal presentation to a corporate donations officer?

1. At a fundraising gala

2. During an initial cultivation visit

3. At a board meeting

4. In a written proposal

The correct answer is: During an initial cultivation visit

The best opportunity to make a formal presentation to a corporate donations officer is during an initial cultivation visit. This setting provides a conducive environment for establishing a relationship, understanding the corporate officer’s motivations and interests, and tailoring your presentation to align with those interests. During cultivation visits, you can engage in dialogue and receive immediate feedback, which is invaluable for building rapport and addressing any concerns or questions. In contrast, a fundraising gala is typically more of a social event where personal connections can be made, but it may not allow for a detailed presentation due to time constraints and the informal atmosphere. A board meeting could involve various stakeholders discussing multiple topics, making it less focused on a potential donor’s individual interests. A written proposal, while important, lacks the personal touch and immediacy of interaction found during a face-to-face visit, which can be critical particularly at the outset of a relationship. Leveraging an initial cultivation visit positions your presentation for optimal engagement and potential impact.