CREATING COMPELLING CASES: TRIED, TRUE AND NEW
(Part 2 of the Campbell Cornerstone series.)
| Faculty | Tracy Tajbl, Senior Consultant |
| Duration | 90 minutes (1.5 CEUs) |
| Time/Date | Available on-demand |
Description
Traditionally, the case statement is one of the most important documents for any nonprofit organization. How do you go about developing a case statement and how can you involve volunteers and your board in the process? During this session, we’ll examine the role a case can play in both annual fund and campaign fundraising, define a process for developing the case and present new ideas for using new media to make your case.
Target Audience
Directors/Associate Directors of Development, Directors of Communications, Chief Executive Officers/Executive Directors (secondary), Board Members
Learning objectives and desired outcomes
- Define what a case statement is and discuss the relationship between a case statement and a gift prospectus – how is the case statement relevant and useful during a fundraising campaign and during a major gift solicitation. What are other uses for the case statement?
- Suggest a process for writing a case statement, defining the role staff, volunteers and board members should play. Discuss the benefits that writing a case statement will have for the organization both in terms of fundraising and as an important tool for reviewing organizational priorities.
- Examine the elements every good case statement should include.
- Review the role new technologies, such as CD-ROMS and websites, may play in presenting your case.
Agenda
- Why write a case statement
- Overview of the case writing process
- Using your case statement
- Case statements in 2007
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Full participation in Creating Compelling Cases: Tried, True and New is applicable for 1.5 points in Category 1.B-Education of the CFRE International application for initial certification and/or recertification. "Creating Compelling Cases" was first presented on November 6, 2007.