Certified Fund Raising Executives International (CFRE)

Certified Fund Raising Executive (CFRE)


Credential: Certified Fund Raising Executive (CFRE)  ANAB (ANSI) resource
Credentialing Agency: Certified Fund Raising Executives International (CFRE)

Renewal Period: 3 years

The Certified Fund Raising Executive (CFRE) International, Certified Fund Raising Executive credential validates the knowledge and skills of executives in the fundraising profession. CFREs demonstrate knowledge in current and prospective donor research, securing the gift, relationship building, volunteer involvement, and management, ethics, accountability, and professionalism. Candidates must meet a combination of education and experience requirements and must pass a written exam.  In addition, candidates are required to provide documentation of positive results in the realm of fund raising.

More information can be found on the certifying agency's website.

Certified Fund Raising Executive (CFRE)

MINIMUM REQUIREMENTS

Attainability:    medium

Eligibility Requirements (View Details)

  • Credential Prerequisite
  • Experience: 3 years
  • Education: Associates
  • Training
  • Membership
  • Other
  • Fee

Note: This credential may have multiple options for a Service member to meet eligibility requirements. Requirements listed here are based on the minimum degree required. To view other options, see the Eligibility tab.

Exam Requirements (View Details)

  • Exam
  • Written Exam
  • Oral Exam
  • Practical Exam
  • Performance Assessment

Exam Administration (View Details)

  • In-person exam
  • Remote proctored on-line exam
  • Third-party test vendor

RECERTIFICATION SUMMARY

Renewal Period: 3 years

  • Continuing Education
  • Exam
  • Continuing Education OR Exam
  • Fee
  • Other

AGENCY CONTACT INFORMATION

Certified Fund Raising Executives International (CFRE)

225 Reinekers Ln
Suite 625
Alexandria, VA  22314

Phone: (703) 820-5555

Fax: (703) 820-1107
Email: succeed@cfre.org

Education/Training and/or Experience REQUIREMENTS

In order to be considered eligible, candidates must submit an application demonstrating education, professional practice, and professional performance. A candidate is determined to be eligible for the certification if the minimum number of points in each category are met within the past 5 years:

  1. Education - 80 points - points are awarded based on continuing education, authoring, academic degrees, and service learning.
  2. Professional Practice - 36 Points - 1 month of full-time employment = 1 point. See the CFRE website for details about part-time employment and consulting. 
  3. Professional Performance - 55 points - points are awarded based on actual funds raised, communications projects, and management projects.
Allowances are made for degrees held for initial certification.

Written Exam

  • Current and Prospective Donor Research (14%)
    • Develop a list of prospective donors by identifying individuals, groups, and entities, such as foundations, corporations, and government agencies, with the linkage, ability, and interest to give in order to qualify prospective donors for further research and cultivation.
    • Implement and utilize a secure data management system to ensure data privacy, store information on current and prospective donors, and enable segmented retrieval and analysis.
    • Collect and analyze current and prospective donor information including demographics, psycho-graphics, interests, values, motivations, culture, ability, giving and volunteer history, relationships, and linkages to select potential donors for particular projects and fundraising programmes.
    • Rate current and prospective donors on linkage, ability, and interest to prioritise and plan cultivation and solicitation.
    • Communicate and validate relevant donor information with key organizational stakeholders to establish a plan of action for engagement, cultivation, solicitation, and stewardship.
  • Securing the Gift (23%)
    • Develop a case for support by involving stakeholders in order to communicate the rationale for supporting the organization’s mission.
    • Identify solicitation strategies and techniques appropriate to current and prospective donor groups.
    • Develop and implement specific solicitation plans for the involvement of individual donors, donor groups and/or entities.
    • Prepare donor-focused solicitation communications in order to facilitate informed gift decisions.
    • Ask for and secure gifts from current and prospective donors in order to generate financial support for the organization’s mission.
  • Relationship Building (26%)
    • Initiate and strengthen relationships with constituents through systematic cultivation and stewardship plans designed to build trust in, and long-term commitment to, the organization.
    • Develop and implement a comprehensive communications plan to inform constituents about the organization’s mission, vision, values, financial and ethical practices, funding priorities, and gift opportunities.
    • Promote a culture of philanthropy by broadening constituents’ understanding of the value of giving.
    • Acknowledge and recognize donor gifts and engagement in ways that are meaningful to donors and appropriate to the mission and values of the organization.
  • Volunteer Involvement (8%)
    • Identify organizational readiness and opportunities to engage volunteers.
    • Create structured processes for the identification, recruitment, orientation, training, evaluation, recognition, retention and succession of volunteers.
    • Develop specific role descriptions and terms of commitment to empower and support volunteers and enhance their effectiveness.
    • Engage various types of volunteers (for example, board, programme, campaign) in the fundraising process to increase organizational capacity.
    • Participate in recruiting experienced and diverse leadership on boards and/or committees to ensure these groups are representative of, and responsive to, the communities served.
  • Leadership and Management (19%)
    • Demonstrate leadership that advances fundraising practice.
    • Advocate for and support a culture of philanthropy and the advancement of fundraising across the organization and its constituencies.
    • Ensure that sound administrative and management policies and procedures are in place to support fundraising functions.
    • Participate in the organization’s strategic planning process to ensure the integration of fundraising and philanthropy.
    • Design and implement short- and long-term fundraising plans and budgets to support the organization’s strategic goals.
    • Employ marketing and public relations principles and tools to support and grow fundraising programmes.
    • Conduct ongoing performance measurement and analysis of fundraising programmes using accepted and appropriate standards and metrics in order to identify opportunities, resolve problems, and inform future planning.
    • Recruit, train, and support staff by providing professional development opportunities and applying human resource principles to foster professionalism and a productive, team-oriented work environment.
    • Utilize external services as needed to optimize the efforts of the fundraising function.
  • Ethics, Accountability and Professionalism (10%)
    • Ensure that all fundraising activities and policies comply with ethical principles and legal standards and reflect the values of the organization and the community.
    • Communicate principles of ethical fundraising to stakeholders to promote ethical practices and strengthen a culture of philanthropy.
    • Promote ethical fundraising as a crucial component of philanthropy to strengthen the nonprofit sector and support the sector’s role as a pillar of civil society.
    • Clarify, implement, monitor, and honor donors’ intent and instructions regarding the use of gifts.
    • Ensure that allocations of donations are accurately documented in the organization’s records.
    • Report to constituents the sources, uses, impact, and management of donations to demonstrate transparency and enhance public trust in the organization.
    • Participate as an active and contributing member of the fundraising profession through activities such as mentoring, continuing education, research, and membership in professional associations.

Exam Preparation Resources

There are a number of resources available to help you prepare for the Certified Fund Raising Executive (CFRE) examination:

An additional resource is O'Reilly Learning Safari Books Online, a searchable digital library that provides online access to thousands of books, training videos and conference sessions. See the Educational Resources section on the Related Sites page here on COOL to learn how to get free access.

Testing Information

  • Exam Administration

    Credential exams may be administered in-person at a testing site, proctored on-line remotely, or have options for both. If an exam is administered through a test vendor, the third-party test vendor box will be checked. The following test administration options apply to the Certified Fund Raising Executive (CFRE) credential where checked:

    • In-person exam
    • Remote proctored on-line exam
    • Third-party test vendor
  • For more information on the Certified Fund Raising Executives International (CFRE) testing process, visit the agency website.

RECERTIFICATION

Certified Fund Raising Executive (CFRE)

Renewal Period: 3 years

The Certified Fund Raising Executive (CFRE) credential has the following recertification information:

Recertification for the CFRE certification occurs on a three-year cycle. Recertification is awarded based on a points system. Certification holders must earn a minimum number of points in the following categories:
  1. Education - 45 points within the past 3 years - points are awarded based on continuing education, authoring, academic degrees, and service learning.
  2. Professional Practice - 30 points within the past 3 years - 1 month of employment = 1 point.
  3. Professional Performance - 40 points within the past 3 years - points are awarded based on actual funds raised, communications projects, and management projects.

Certification holders who meet the required minimum number of points in each category are not required to take an exam.

For more information on recertification, please visit the CFRE website.

In Demand

This certification is considered in demand. The U.S. Department of Labor sponsored CareerOneStop's analysis indicates the certification is frequently mentioned in online job postings.

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COOL Bucks

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COOL Summary

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Some

Credential is related to some tasks associated with the duties of the military occupation (at least one critical task but less than 80%)

Most

Credential is directly related to most of the major duties associated with the military occupation (at least 80%)

Other

Credential is related to this military occupation, but is more advanced or specialized and therefore will likely require additional education, training, or experience

CA Eligible

This certification is eligible for CA.

Star

Star credentials are MOS enhancing, as designated by the Proponent. MOS enhancing credentials are directly related to an MOS or ASI, are taught either partially or completely as part of a Program of Instruction (POI), and improves the MOS technical proficiency.

Skill Level

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Early Career

1-3 years experience; Enlisted E1 through E4

Mid Career

4-10 years experience; Enlisted E5 through E6

Late Career

10+ years experience; Enlisted E7 through E9

Early Career

1-3 years experience; Enlisted “A” School through E5

Mid Career

4-10 years experience; Enlisted E6 through E7

Late Career

10+ years experience; Enlisted E8 through E9

Early Career

1-6 years experience; Officer O1 through O2

Mid Career

6-12 years experience; Officer O3 through O5

Late Career

12+ years experience; Officer O6 and Above

LaDR

This credential is recommended on the rating Learning and Development Roadmap (LaDR) for Sailors currently in the pay grade indicated on the icon, BUT MAY BE TAKEN BY SAILORS IN OTHER PAY GRADES.

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GI Bill®

Reimbursement for exam fees has been approved for payment through the GI Bill.

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ANAB (ANSI)

This credential has been accredited by ANAB (ANSI).

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ICAC

This credential has been accredited by ICAC.

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ABSNC

This credential has been accredited by ABSNC.

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NCCA

This credentialing program has been accredited by NCCA.

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IAS

This credential has been accredited by IAS.

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Low

May be difficult to attain: minimum education requirement is a Bachelor's degree, and/or minimum experience is 10 or more years.

Note: In some cases “years of experience” refers to time actively on duty or while holding a certain occupation or prior certification and not always in consecutive calendar years. Additional years required for certain preliminary stages may not be included in this classification. For requirements measured in hours, 1080 hours was considered a year. For days, 365 days was considered a year. Please review all prerequisites and requirements for eligibility, and additional information for details.

Medium

Moderate ease of attainment: minimum education requirement = Associate's and/or prerequisite and/or minimum experience = more than 2 years and less than 10 years of experience.

Note: In some cases “years of experience” refers to time actively on duty or while holding a certain occupation or prior certification and not always in consecutive calendar years. Additional years required for certain preliminary stages may not be included in this classification. For requirements measured in hours, 1080 hours was considered a year. For days, 365 days was considered a year. Please review all prerequisites and requirements for eligibility, and additional information for details.

High

Highly attainable: minimum education requirement = HS or less and/or minimum experience = 2 years or less experience and no additional requirements.

Note: In some cases “years of experience” refers to time actively on duty or while holding a certain occupation or prior certification and not always in consecutive calendar years. Additional years required for certain preliminary stages may not be included in this classification. For requirements measured in hours, 1080 hours was considered a year. For days, 365 days was considered a year. Please review all prerequisites and requirements for eligibility, and additional information for details.

MOS is Military Occupational Specialty
ASI is Additional Skill Identifier
WOMOS is Warrant Officer Military Occupational Specialty
AOC is Area Of Concentration Officer
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Registered Apprenticeship

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Bright Outlook – new job opportunities are very likely in the future for this job

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Updated: October 30, 2020
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