| No. | Item | Definition |
|---|---|---|
| 1. | accountability | responsibility for results and conduct |
| 2. | advancement | institutional fundraising and engagement |
| 3. | advocacy | public support for a cause |
| 4. | annual fund | yearly recurring fundraising program |
| 5. | appeal | message requesting donations |
| 6. | application | formal request for funding |
| 7. | ask | direct request for a gift |
| 8. | award | grant officially given |
| 9. | beneficiary | person or group receiving benefit |
| 10. | bequest | gift left by will |
| 11. | board | group overseeing an organization |
| 12. | bylaws | rules governing an organization |
| 13. | campaign | organized fundraising effort |
| 14. | capital campaign | drive for major project funding |
| 15. | case statement | document explaining funding need |
| 16. | challenge grant | grant requiring others to give |
| 17. | charity | organization helping public causes |
| 18. | committee | subgroup handling specific work |
| 19. | compliance | following laws and rules |
| 20. | cultivation | building donor interest over time |
| 21. | deduction | amount subtracted for taxes |
| 22. | development | fundraising and donor relations |
| 23. | disbursement | payment of granted funds |
| 24. | diversity | presence of varied backgrounds |
| 25. | donor | person who gives money or assets |
| 26. | due diligence | careful review before action |
| 27. | endowment | invested fund supporting an institution |
| 28. | engagement | active involvement with supporters |
| 29. | equity | fairness in access and outcomes |
| 30. | estate | person’s property and assets |
| 31. | ethics | moral principles guiding conduct |
| 32. | evaluation | assessment of results |
| 33. | executor | person carrying out a will |
| 34. | family foundation | foundation governed by a family |
| 35. | fiduciary | person owing duty of care |
| 36. | fiscal sponsorship | nonprofit hosting a project |
| 37. | foundation | charitable organization funding causes |
| 38. | fundraising | raising money for a cause |
| 39. | gift | voluntary donation of money |
| 40. | governance | system of organizational oversight |
| 41. | grant | funds given for a purpose |
| 42. | grantee | recipient of a grant |
| 43. | grantmaking | process of awarding grants |
| 44. | grantor | person or entity making grants |
| 45. | in-kind | given as goods or services |
| 46. | inclination | likelihood of wanting to give |
| 47. | inclusion | practice of welcoming all groups |
| 48. | IRA | individual retirement savings account |
| 49. | lead trust | trust paying charity first |
| 50. | legacy | lasting gift or impact |
| 51. | liquidity | ease of converting to cash |
| 52. | lobbying | trying to influence legislation |
| 53. | logic model | framework for program inputs and outcomes |
| 54. | major gift | large donation from one donor |
| 55. | matching gift | donation matched by another source |
| 56. | metrics | measures used to track results |
| 57. | mission | organization’s core purpose |
| 58. | naming rights | honor attached to a gift |
| 59. | needs assessment | study of community needs |
| 60. | nonprofit | organization not distributing profits |
| 61. | operating foundation | foundation running its own programs |
| 62. | outcomes | results produced by activities |
| 63. | overhead | general operating expenses |
| 64. | partnership | cooperative working relationship |
| 65. | philanthropy | charitable giving for public good |
| 66. | planned giving | charitable gifts arranged in advance |
| 67. | pledge | promised future donation |
| 68. | policy | guiding rule or public law |
| 69. | portfolio | set of managed donor relationships |
| 70. | proposal | formal request for support |
| 71. | prospect | likely future donor |
| 72. | qualification | confirming donor fit and readiness |
| 73. | real estate | land or property assets |
| 74. | receipt | record acknowledging a donation |
| 75. | recognition | public thanks for donors |
| 76. | remainder trust | trust paying charity later |
| 77. | renewal | repeat support from a donor |
| 78. | reporting | providing required updates |
| 79. | restricted gift | donation limited to a purpose |
| 80. | retention | keeping donors over time |
| 81. | screening | researching donor capacity and interest |
| 82. | securities | stocks or bonds given |
| 83. | segmentation | grouping donors by traits |
| 84. | solicitation | request for charitable support |
| 85. | stakeholder | person affected or involved |
| 86. | stewardship | care of donor relationships |
| 87. | sustainability | ability to continue over time |
| 88. | tax receipt | document for donation tax claim |
| 89. | tax-exempt | not subject to certain taxes |
| 90. | theory of change | model linking actions to outcomes |
| 91. | transparency | openness about actions and finances |
| 92. | trust | legal arrangement holding assets |
| 93. | trustee | board member with oversight duty |
| 94. | underwriting | funding specific event costs |
| 95. | unrestricted gift | donation usable where needed |
| 96. | valuation | determining an asset’s worth |
| 97. | visit | meeting with a donor prospect |
| 98. | volunteer | person giving time freely |
| 99. | wealth screening | estimating donor financial capacity |
| 100. | will | legal document for asset transfer |
