Donor Relations & Stewardship Flashcards
7 cards from real CNE practice questions. Tap to flip, then mark Knew It or Still Learning โ missed cards come back until you master them.
Read the first 7 Donor Relations & Stewardship flashcards as text
A longtime major donor passes away. What is the MOST appropriate immediate stewardship action?
Answer: Send condolences to the family and explore estate gift intentions
Expressing genuine condolences maintains the relationship with the family and opens a respectful dialogue about the donor's legacy.
Which of the following BEST describes a donor recognition society?
Answer: A tiered acknowledgment program that recognizes donors at cumulative giving levels
Donor recognition societies group contributors by cumulative or annual giving thresholds to provide differentiated acknowledgment and benefits.
When stewarding a planned giving donor, the MOST important ongoing action is:
Answer: Maintaining consistent, non-transactional communication that honors their legacy intent
Planned giving donors need relationship-based stewardship that affirms their legacy decision without constant solicitation.
What is the primary goal of a 'grateful patient' program in healthcare nonprofit fundraising?
Answer: To identify and cultivate patients whose positive care experience may inspire philanthropic support
Grateful patient programs leverage positive care experiences to connect patients with opportunities to give back to the institution.
A donor requests that their gift remain anonymous. The organization should:
Answer: Honor the request in all public communications but note it internally for tracking
Anonymous gifts should be honored in all public-facing materials while still being accurately tracked in internal donor records.
Which stewardship metric BEST measures the effectiveness of your donor retention program?
Answer: Donor retention rate year-over-year
Retention rate directly measures how well stewardship efforts keep donors engaged from one year to the next.
When a corporate donor requests naming rights for a facility, the nonprofit should FIRST:
Answer: Review board policies on naming rights and consult legal counsel before agreeing
Naming rights agreements carry long-term reputational and legal implications that require board policy review and legal guidance.