Developing Your Case for Support
J-B Fund Raising School Series (Band Nr. 1)
1. Auflage August 2001
192 Seiten, Softcover
Wiley & Sons Ltd
ISBN:
978-0-7879-5245-7
John Wiley & Sons
Learn step by step how to craft a winning case statement!
This tool in the Excellence in Fund Raising WorkbookSeries offers you a practical, hands-on guide to creating thecornerstone of any successful fund raising program--an effectivecase for support. Written by Tim Seiler--a leader in the field offund raising and a disciple of master fund raiser HankRosso--Developing Your Case for Support provides you with acomplete framework for bringing together all the reasons nonprofitsknow they are worthy of support, and shows you how to develop acase that makes those reasons concrete and real for donors. Filledwith helpful worksheets and examples, the workbook features astep-by-step methodology for gathering, organizing, and using theinformation essential for developing a compelling casestatement.
Part 1. Introducing the Case for Support
1. Key Terms
The Case and the Cause
Case Statement
Case Expression
Case Resources
External and Internal Cases
Mission, Goals, and Objectives
2. The Case and the Fund Raising Cycle
The Fund Raising Cycle
Examine the Case in Step 1
Make the Case the Cycle Bedrock
Determine Who Develops and Reviews the Case
Part 2. Case Components
3. Mission Statement
Examples of Mission Statements
Identifying Organizational Values
Reviewing Your Mission Statement
4. Goals
Goals Compared to Mission
Program-Related Goals Fund Raising Goals
Writing and Reviewing Goals
5. Objectives
Objectives Compared to Goals
Examples of Goals with Objectives
Writing and Reviewing Objectives
6. Programs and Services
Using Stories
Identifying Who Benefits
Collecting Testimonials
Enhancing and Reviewing Program Descriptions
7. Finances
Showing the Costs of Mission Fulfillment
Presenting the Information
Justifying the Need
Examples of Financial Presentations
Preparing and Reviewing Presentations
8. Governance
Selection of Board Members
Board Representation
Board Member Strengths
Board Functioning and Structure
Board Evaluation
Information About Members and Advisers
Reviewing Governance Information
9. Staffing
Credentials and Qualifications
The Organization Chart
Identifying and Reviewing Staffing Information
10. Service Delivery
Providing Basic Access
Offering Superior Service
Describing and Reviewing Service Delivery
11. Planning and Evaluation
Short-Term Fund Raising Plans
Long-Term Fund Raising Plans
Evaluation
Reviewing Fund Raising Plans and Evaluation Processes
12. History
The Place of History in the Case
A Focus on People
Writing and Reviewing a History
13. Component Checklist
Part 3. Putting the Case to Work
14. Testing the Completed Case
From Internal Case to External Case
Case Qualities That Stimulate Donors
Matching Case Expressions to Donors
Reviewing Your Case Expressions
15. Annual Review of the Case
Answering Critical Questions Every Year
Identifying Why Donors Should Give
Conducting an Annual Review
16. Moving Forward with the Case
Leading the Effort
Assembling the Case Resources File
Developing and Testing the Case
Recognizing All the Case Functions
Reviewing and Revalidating the Case
Part 4. Resources
Sample Case File
Our Neighborhood Development Corporation
Sample Case Expressions
The Case for Renovating the Abbey Church
Letter Sent to "Insiders" During Renovation
Text of Regional Benefactors Dinner Talk
Newsletter Article Detailing Renovation Plans
Appeal Letter Sent to Summer Session Alumni
Appeal Letter Sent to Friends
Brochure Included with Appeal Letters
Press Release Announcing a Large Gift by an Individual
Appeal Letter to Donor Recognition Group
Mailing Describing Changes in Donor Recognition Group
Honor Roll of Donors
1. Key Terms
The Case and the Cause
Case Statement
Case Expression
Case Resources
External and Internal Cases
Mission, Goals, and Objectives
2. The Case and the Fund Raising Cycle
The Fund Raising Cycle
Examine the Case in Step 1
Make the Case the Cycle Bedrock
Determine Who Develops and Reviews the Case
Part 2. Case Components
3. Mission Statement
Examples of Mission Statements
Identifying Organizational Values
Reviewing Your Mission Statement
4. Goals
Goals Compared to Mission
Program-Related Goals Fund Raising Goals
Writing and Reviewing Goals
5. Objectives
Objectives Compared to Goals
Examples of Goals with Objectives
Writing and Reviewing Objectives
6. Programs and Services
Using Stories
Identifying Who Benefits
Collecting Testimonials
Enhancing and Reviewing Program Descriptions
7. Finances
Showing the Costs of Mission Fulfillment
Presenting the Information
Justifying the Need
Examples of Financial Presentations
Preparing and Reviewing Presentations
8. Governance
Selection of Board Members
Board Representation
Board Member Strengths
Board Functioning and Structure
Board Evaluation
Information About Members and Advisers
Reviewing Governance Information
9. Staffing
Credentials and Qualifications
The Organization Chart
Identifying and Reviewing Staffing Information
10. Service Delivery
Providing Basic Access
Offering Superior Service
Describing and Reviewing Service Delivery
11. Planning and Evaluation
Short-Term Fund Raising Plans
Long-Term Fund Raising Plans
Evaluation
Reviewing Fund Raising Plans and Evaluation Processes
12. History
The Place of History in the Case
A Focus on People
Writing and Reviewing a History
13. Component Checklist
Part 3. Putting the Case to Work
14. Testing the Completed Case
From Internal Case to External Case
Case Qualities That Stimulate Donors
Matching Case Expressions to Donors
Reviewing Your Case Expressions
15. Annual Review of the Case
Answering Critical Questions Every Year
Identifying Why Donors Should Give
Conducting an Annual Review
16. Moving Forward with the Case
Leading the Effort
Assembling the Case Resources File
Developing and Testing the Case
Recognizing All the Case Functions
Reviewing and Revalidating the Case
Part 4. Resources
Sample Case File
Our Neighborhood Development Corporation
Sample Case Expressions
The Case for Renovating the Abbey Church
Letter Sent to "Insiders" During Renovation
Text of Regional Benefactors Dinner Talk
Newsletter Article Detailing Renovation Plans
Appeal Letter Sent to Summer Session Alumni
Appeal Letter Sent to Friends
Brochure Included with Appeal Letters
Press Release Announcing a Large Gift by an Individual
Appeal Letter to Donor Recognition Group
Mailing Describing Changes in Donor Recognition Group
Honor Roll of Donors
"I can heartily recommend this book." (CharityChannel.com,January 17, 2003)"I am not aware of any other workbook that addresses this topic.Developing Your Case for Support will be a welcome andvaluable contribution to the field." --Barbara Marion, CFRE,senior principal, Hayes Briscoe Associates
"My compliments go to Timothy Seiler for writing a basic manualon a subject that is very confusing and often interpreted by manypeople differently." --Tere Lindhan, CFRE, George MasonUniversity
"I am not aware of any other workbook that addresses this topic.
Developing Your Case for Support will be a welcome and
valuable contribution to the field." --Barbara Marion, CFRE,
senior principal, Hayes Briscoe Associates
"My compliments go to Timothy Seiler for writing a basic manual
on a subject that is very confusing and often interpreted by many
people differently." --Tere Lindhan, CFRE, George Mason
University
"My compliments go to Timothy Seiler for writing a basic manualon a subject that is very confusing and often interpreted by manypeople differently." --Tere Lindhan, CFRE, George MasonUniversity
"I am not aware of any other workbook that addresses this topic.
Developing Your Case for Support will be a welcome and
valuable contribution to the field." --Barbara Marion, CFRE,
senior principal, Hayes Briscoe Associates
"My compliments go to Timothy Seiler for writing a basic manual
on a subject that is very confusing and often interpreted by many
people differently." --Tere Lindhan, CFRE, George Mason
University
Timothy L. Seiler is director of Public Service and The Fund Raising School and assistant professor of philanthropic studies at the Center on Philanthropy at Indiana University. Formerly, he was vice president of Indiana University Foundation. He is the editor-in-chief of the Excellence in Fund Raising Workbook Series from Jossey-Bass and coeditor of New Directions for Philanthropic Fundraising.
