Certified Fund Raising Executive (CFRE) Practice Test

What is the first function of fundraising staff in a capital campaign?

1. Recruiting volunteers for events

2. Preparing a campaign timetable

3. Identifying potential donors

4. Creating promotional materials

The correct answer is: Preparing a campaign timetable

The first function of fundraising staff in a capital campaign is focused on preparing a campaign timetable. This foundational step is crucial as it lays out the roadmap and timeline for the entire campaign, ensuring that all activities, goals, and deadlines are clearly defined. A comprehensive timetable helps coordinate efforts, align team members, and track progress throughout the campaign phases. Without a well-structured timetable, it becomes challenging to implement effective strategies for identifying and engaging potential donors, recruiting volunteers, or producing promotional materials. Each of these tasks depends on the overarching schedule and strategic planning that the timetable provides. By establishing a clear timeline first, fundraising staff can then effectively prioritize and allocate resources, set milestones, and ensure that the campaign launches smoothly and progresses according to plan. This organization is essential for the success of a capital campaign.