CFRE case studies
CFRE · Put your knowledge to work in context.
The Certified Fund Raising Executive (CFRE) credential is an internationally recognized, voluntary certification that recognizes a fundraiser's professional growth and commitment to the philanthropic sector. It is aimed at working fundraising professionals who can document education, months of professional practice, and professional performance - actual funds raised or communications and management projects - rather than at newcomers to the field. Candidates apply for approval first, then sit the exam. The exam is computer-based and delivered in person at Pearson Test Centers. Topics on this exam: Current and Prospective Donor Research, Securing the Gift, Relationship Building, Volunteer Involvement, Leadership and Management, and Ethics, Accountability, and Professionalism. The CFRE case studies are 5 cases and about 1,955 words.
1The Capacity Rating That Does Not Match the Giving History
A regional food bank has 4,200 active donors and a 2.1 million annual fund. Its new board chair, a retired banker, offers a 25,000 challenge grant if the development office moves fast to solicit the 50 names on a wealth-screening list.
427 words, about 2 min2The Naming Opportunity That Exceeds Policy
A community health center is raising 3 million for a new dental clinic. A longtime donor has given 10,000 annually for six years and has an estimated capacity of 250,000.
387 words, about 2 min3The Pledge That Went Quiet
A donor pledged 50,000 payable over five years to an arts organization. The first 10,000 installment arrived two months late after no reminder.
385 words, about 2 min4The Board Committee That Won't Ask
A youth mentoring nonprofit has a 14-member board. Its fundraising committee has five members, but only the chair attends meetings.
372 words, about 2 min5The Restricted Gift With a Side Letter
A family foundation offers a $150,000 grant to a domestic violence shelter for a new case-management software system. The grant letter says funds may be used only for software licensing and training.
384 words, about 2 min