Fundraising Flashcards
(30 cards)
Advancement
A discipline within education similar to development and fundraising. It encompasses alumni relations, communications, development, marketing and is an integrated method of managing relationships to encourage philanthropy.
Appeal
A fundraising or donation appeal asks supporters to
contribute money to your cause. Typically, the ask is
part of a fundraising campaign. It can be delivered via
letter, email, social media, or online campaign page -
or a combination of these methods.
Call-to-Action
Written as a command, a Call-to-Action tells your
supporters the specific action you want them to take.
An effective CTA is key to a successful fundraising or
engagement campaign. Examples include “Donate
Now” or “Sign our Petition.”
Capital Campaign
An effort over a set period of time to raise a particular
amount of money to acquire or improve a physical
asset. Most common is a “bricks and mortar”
campaign to purchase, build, or renovate a building.
CRM/DRM
CRM is short for Constituent Relationship
Management. A CRM is software that allows you to
record, track, and report on information about your
relationships with supporters. Sometimes it’s also
referred to as a database or called donor
management software.
Crowdfunding
Raising funding for a project or venture by soliciting
many small donations from a large number of people,
generally online.
Donor Advised Fund
A Donor Advised Fund is like a charitable investment
account: a donor contributes to this account over
time for an immediate tax benefit and then
recommends grants to their favorite charity when
they are ready.
EIN
Your Employer Identification Number (EIN)is a unique
nine-digit number assigned by the Internal Revenue
Service (IRS) to business entities, including nonprofits,
operating in the U.S. for the purposes of
identification. It can also be called a Tax ID Number.
Endowment
An investment fund established by a foundation or
nonprofit that makes consistent withdrawals from the
invested capital. The principal investment amount is
generally kept intact and grows over time, while the
investment income is used as a revenue stream to
support programs and operations. Building an
endowment can be key to long-term sustainability.
Fair Market Value
It is an estimate of the real market value of an item. If
your nonprofit is selling items, tickets, or auctioning
items, this should be subtracted from the total
donation amount to determine the appropriate tax
deductible donation.
GivingTuesday
Celebrated on the Tuesday following Thanksgiving (in
the U.S.) and the widely recognized shopping events
Black Friday and Cyber Monday, #GivingTuesday is an
online giving day that kicks off the charitable season.
In-kind gifts
In-kind gifts, also called gifts-in-kind or non-cash
contributions, are donations of tangible goods to a
charitable organization. You’ll want to thank your
donors for in-kind gifts, but by law, your nonprofit
cannot assign the gift a dollar value.
Lapsed Donors
Donors who gave last year or earlier but have not
given this year. This group deserves special attention
because it’s more cost-effective to retain donors than
it is to acquire new ones.
Major Gifts
These are often the largest single gifts that your
organization receives. There is no set dollar amount
for a major gift; it might be $1,000 or $100,000
depending on the average amount for individual
contributions to your nonprofit.
Matching Grant
A matching grant, sometimes called challenge funds,
requires the recipient to raise an equal amount of
money in order to receive the offer amount.
Merchant Account
In order to accept credit (and debit) cards for
payment, organizations need to have a merchant
account. A merchant account is just like a bank
account, but for online giving.
NGO
Stands for Non-Governmental Organization. NGO’d
work independently of any government, but are often
government funded without government oversight or
representation from that government. NGOs are a
subset of NPOs.
Non-Cash Asset
Any gift that that be donated and liquidated (sold for
profit) at some point. This includes homes, land,
mineral rights, stocks, bonds, investments, precious
minerals, Cars, boats, planes, and ownership
interested in companies.
NPO
Short for Nonprofit Organization. An NPO (or
nonprofit) is a private organization offering a public
service.
Peer-to-Peer
Peer-to-Peer (or P2P) Fundraising is a type of online
fundraising campaign. People create personal
fundraising pages and solicit donations on behalf of
your organization from their friends, family, and
extended personal networks.
Planned Gift
A planned gift (or legacy gift) is a significant
charitable gift that is arranged in the present and
allocated at a future date, generally through a will or
trust. The process of making these arrangements is
called planned or legacy giving.
Recurring Gift
A Recurring donation, or recurring gift, is an ongoing,
specific gift amount determined by a donor that is
charged monthly to a donor’s credit card.
Restricted Gift
A donation made with the stipulation that it be used
for a particular purpose or program. Empowers
donors to feel secure that their gifts will be used as
they envision.
Resource Partner
The proper name for a donor to your organization
that you intend to have a long term relationship with.
