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MANY Conference

MANY Conference. The Case for Support April 8, 2010 Capital Venture Linda Lysakowski, ACFRE. To Download PowerPoint. www.cvfundraising.com/resources/workshops-downloads Password cv200910case. Welcome. Welcome & Introductions Name Organization Do you have a written case for support?.

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MANY Conference

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  1. MANY Conference The Case for Support April 8, 2010 Capital Venture Linda Lysakowski, ACFRE

  2. To Download PowerPoint www.cvfundraising.com/resources/workshops-downloads Password cv200910case

  3. Welcome • Welcome & Introductions • Name • Organization • Do you have a written case for support?

  4. The Case: Definition case, n. the reasons why an organization both needs and merits philanthropic support, usually by outlining the organization’s programs, currents needs, and plans. Source: AFP Fundraising Dictionary

  5. The Case: Definition “ The case is an expression of the cause or a clear, compelling statement of all of the reasons why anyone should consider making a contribution in support of, or to advance, the cause” Source: Harold J. Seymour, Designs for Fundraising

  6. The Case: Another Definition Internal Case (aka ‘the case’) “The internal case is a ‘data base,’ a compilation of information that will support the preparation of various documents and publications that will explain the organization’s work.” Source: Henry A Rosso Achieving Excellence in Fundraising

  7. Steps to Case Development • Organizational Case for Support • Individual Case Statements • Capital, annual, planned giving • Test Preliminary Case Statement • Prepare Final Case Statement • Translate Case Statement into Fundraising Materials

  8. Questions Addressed in the Case Who are you and what do you do? Why do you exist? What is distinctive about you? What is it that you want to accomplish? How will this campaign enable you to accomplish it? How can the donor become involved? What’s in it for the donor?

  9. Content of the Case • Mission • Vision • History • Goals • Objectives • Programs & Services • Staffing • Governance • Facilities • Finances • Statement of Needs • Support received to date • Opportunities for participation

  10. Table of Gifts for $1 Million Appeal

  11. Opportunities for Participation Outright Gifts Membership/sponsorship Pledges—especially in a capital campaign Appreciated Stock Planned Gifts—for endowment campaigns Matching Gifts Named Gifts—for capital campaigns Group Gifts--class year, giving circles, etc. Gifts in Kind

  12. Researching Your Case Determine Author Knowledge of Institution Understand Constituents Access to Information Talk/L I S T E N

  13. Working Sequence for Writing the Case • Identify and validate the needs • Document the needs • Identify programs and strategies designed to meet the needs • Establish the competence of the organization and its staff • Explain who will benefit from the services that will be made possible (continued on next page)

  14. Working Sequence for Writing the Case (continued) Identify the resources that are required to fund the programs, capital needs and/or endowment Explain why the prospect should give Explain how the prospect can give Respond to the unasked questions in the prospect’s mind

  15. Individual Exercise Select one program/project your organization needs to fund Write a statement that describes who will benefit from this program/project and why it is needed in your community Write a statement showing why the donor should consider funding this program/project and how they can give

  16. Who are your Stakeholders?

  17. Stakeholders • Board • Clients/Users • Community • Corporations • Donors • Foundations • Government • Media • Staff • Vendors • Volunteers

  18. Avoid the Pitfalls . . . • Undefined purpose • Overstated emotionalism • Pleading the needs • Misunderstanding what motivates a prospect • Vague plans • Unsubstantiated grand claims Source: Dr. Jerold Panas

  19. Fundraising Materials • Leadership Case Statements • Brochures • Proposals • Fact Sheets • Pledge Cards/Letters of Intent • Videos/DVDs • Stationery and Envelopes • Volunteer Packets • Speeches • Website • Press Releases/ Media Kits

  20. Group Excercise List the fundraising materials you will need to develop Create a preliminary budget for these materials

  21. A Final Case Definition “Finally, it should be said that the Case for fundraising -- taking into account what has been said about people, causes, and giving -- should aim high, provide perspective, arouse a sense of history and continuity, convey a feeling of importance, relevance, and urgency, and have whatever stuff is needed to warm the heart and stir the mind. Source: Ted B. Bayley, Fund Raiser’s Guide to Successful Campaigns

  22. Group Exercise Using the case evaluation checklist, evaluate one of the case statements provided Report back to the group

  23. Thank You Check the tools available from CAPITAL VENTURE at www.cvfundraising.com Contact Linda at linda@cvfundraising.com

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