Developing Your Case for Support, Vol. 1
Author: Timothy L Seiler
Learn step by step how to craft a winning case statement!
This tool in the Excellence in Fund Raising Workbook Series offers you a practical, hands-on guide to creating the cornerstone of any successful fund raising program--an effective case for support. Written by Tim Seiler--a leader in the field of fund raising and a disciple of master fund raiser Hank Rosso--Developing Your Case for Support provides you with a complete framework for bringing together all the reasons nonprofits know they are worthy of support, and shows you how to develop a case that makes those reasons concrete and real for donors. Filled with helpful worksheets and examples, the workbook features a step-by-step methodology for gathering, organizing, and using the information essential for developing a compelling case statement.
Table of Contents:
Exercises and Worksheets | xiii | |
Preface | xv | |
The Author | xix | |
Part 1 | Introducing the Case for Support | 1 |
1. | Key Terms | 3 |
The Case and the Cause | 3 | |
Case Statement | 4 | |
Case Expression | 4 | |
Case Resources | 5 | |
External and Internal Cases | 5 | |
Mission, Goals, and Objectives | 5 | |
2. | The Case and the Fund Raising Cycle | 7 |
The Fund Raising Cycle | 7 | |
Examine the Case in Step 1 | 8 | |
Make the Case the Cycle Bedrock | 9 | |
Determine Who Develops and Reviews the Case | 10 | |
Part 2 | Case Components | 17 |
3. | Mission Statement | 21 |
Examples of Mission Statements | 21 | |
Identifying Organizational Values | 24 | |
Reviewing Your Mission Statement | 27 | |
4. | Goals | 31 |
Examples of Goals | 31 | |
Goals Compared to Mission | 31 | |
Program-Related Goals | 32 | |
Fund Raising Goals | 32 | |
Writing and Reviewing Goals | 33 | |
5. | Objectives | 37 |
Examples of Objectives | 37 | |
Objectives Compared to Goals | 38 | |
Examples of Goals with Objectives | 38 | |
Writing and Reviewing Objectives | 39 | |
6. | Programs and Services | 43 |
Using Stories | 43 | |
Identifying Who Benefits | 43 | |
Collecting Testimonials | 44 | |
Enhancing and Reviewing Program Descriptions | 45 | |
7. | Finances | 49 |
Showing the Costs of Mission Fulfillment | 49 | |
Presenting the Information | 50 | |
Justifying the Need | 50 | |
Examples of Financial Presentations | 50 | |
Preparing and Reviewing Presentations | 54 | |
8. | Governance | 59 |
Selection of Board Members | 59 | |
Board Representation | 60 | |
Board Member Strengths | 60 | |
Board Functioning and Structure | 61 | |
Board Evaluation | 62 | |
Information About Members and Advisers | 63 | |
Reviewing Governance Information | 64 | |
9. | Staffing | 67 |
Credentials and Qualifications | 67 | |
The Organization Chart | 68 | |
Identifying and Reviewing Staffing Information | 68 | |
10. | Service Delivery | 71 |
Providing Basic Access | 71 | |
Offering Superior Service | 72 | |
Describing and Reviewing Service Delivery | 72 | |
11. | Planning and Evaluation | 75 |
Short-Term Fund Raising Plans | 75 | |
Long-Term Fund Raising Plans | 76 | |
Evaluation | 76 | |
Reviewing Fund Raising Plans and Evaluation Processes | 77 | |
12. | History | 81 |
The Place of History in the Case | 81 | |
A Focus on People | 81 | |
Writing and Reviewing a History | 82 | |
13. | Component Checklist | 85 |
Part 3 | Putting the Case to Work | 89 |
14. | Testing the Completed Case | 91 |
From Internal Case to External Case | 91 | |
Case Qualities That Stimulate Donors | 93 | |
Matching Case Expressions to Donors | 94 | |
Reviewing Your Case Expressions | 95 | |
15. | Annual Review of the Case | 99 |
Answering Critical Questions Every Year | 99 | |
Identifying Why Donors Should Give | 102 | |
Conducting an Annual Review | 104 | |
16. | Moving Forward with the Case | 107 |
Leading the Effort | 107 | |
Assembling the Case Resources File | 108 | |
Developing and Testing the Case | 109 | |
Recognizing All the Case Functions | 109 | |
Reviewing and Revalidating the Case | 110 | |
Part 4 | Resources | 113 |
Sample Case File | 115 | |
Our Neighborhood Development Corporation | 116 | |
Sample Case Expressions | 123 | |
The Case for Renovating the Abbey Church | 124 | |
Letter Sent to "Insiders" During Renovation | 139 | |
Text of Regional Benefactors Dinner Talk | 141 | |
Newsletter Article Detailing Renovation Plans | 145 | |
Appeal Letter Sent to Summer Session Alumni | 150 | |
Appeal Letter Sent to Friends | 151 | |
Brochure Included with Appeal Letters | 153 | |
Press Release Announcing a Large Gift by an Individual | 157 | |
Appeal Letter to Donor Recognition Group | 159 | |
Mailing Describing Changes in Donor Recognition Group | 161 | |
Honor Roll of Donors | 166 |
New interesting textbook: Analysis of Panel Data or HIPAA
Majoring in the Rest of Your Life: Career Secrets for College Students
Author: Carol Carter
Majoring in the Rest of Your Life is a practical strategy to get you from your first semester freshman year to your first job. Courses are not the only place to learn in college, and Majoring in the Rest of Your Life shows you how to make the most of your opportunities to discover what you enjoy doing, get practical experience, and meet people. Beginning with her own less than stellar high school career, Carol Carter takes you through the steps to life success. She tells you how to balance your studies with campus activities, part-time work, summer or winter internships, and travel. She explains how to network, write a perfect resume, prepare for interviews, and even how to negotiate a higher salary once you are offered the job of your dreams. Carol Carter writes in an informal, personal, and often very funny style, and she has spoken to people in a wide range of professions who share their experiences, both good and bad, in school and on the job. This updated edition features a new chapter on practical concerns for students living on their own for the first time, including how to handle their money and credit cards.
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