Sharing Your Story – and more! (or What is a Case Statement?)

(em>Here’s a sneak preview from Chapter Three of my new book. It’s still in editing, but I’m hoping to have it available for sale by the end of the year!

Harold J Seymour, noted fund-raising pioneer, said: “The case statement is the definitive piece of the whole campaign. It tells all that needs to be told, answers all the important questions, reviews the arguments for support, explains the proposed plan for raising the money, and shows how gifts may be made, and who the people are who vouch for the project, and who will give it leadership and direction.” That’s a lot for one document to do.

The Case Statement is a single document that outlines who the agency is, why it’s important, what it does, how much it will cost and how people can help. In some ways it attempts to crystallize the essence of your organization. It also invites people to engage in the mission of the organization.

While the document is certainly an important component of your major gifts program, more important is the process of developing the ideas, concepts and goals of the organization. It’s a great opportunity for the key stakeholders in your organization to revisit your shared vision of what the agency is and what it will become.

Here are a few uses of a case statement:

Builds consensus. First, when key stakeholders are engaged in the process, the development of the case helps to build consensus within the organization.

Source materials for other pieces. It can also be used as a source for all campaign materials – and perhaps for your annual campaign as well.

Feasibility Study. Before embarking on a major campaign, many organizations chose to complete a feasibility study to make sure that the project – and amount – is palatable to persons with the propensity to make large gifts. A case statement is used to convey information about the potential campaign to potential supporters.

Conveys organizational credibility. The case statement allows the organization to include information about why they are best suited to address the cause.

Inspirational. And finally, it is essential in providing inspiration to donors who may want to give a major gift to your organization.

Those are just a few thoughts to help you get started. Would you like more information about case statements and building excitement around what you do?

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Sharing Your Story – and more! (or What is a Case Statement?) — 1 Comment

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