Certified Fund Raising Executive (CFRE) Practice Test

What should a fundraiser collect information about when meeting new donors?

1. Their financial history with charities

2. Their interests and how they relate to the organization

3. Their demographics and background

4. Their feedback on past events

The correct answer is: Their interests and how they relate to the organization

Gathering information about a donor's interests and how they align with the organization is crucial for fostering a meaningful relationship. Understanding a donor's passions and motivations helps fundraisers tailor their communication and engagement strategies. This knowledge allows the organization to present opportunities in a way that resonates with the donor, thereby increasing the likelihood of support. It opens the door for personalized interactions, making donors feel valued and connected to the mission. While financial history, demographics, and feedback are important in building fundraising strategies and evaluating past performances, they do not directly foster a connection between the donor and the organization in the same way that understanding interests does. Knowing what inspires a donor allows fundraisers to effectively align their appeals and efforts with what matters most to the donor, creating a stronger bond and encouraging long-term support.