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1
Case Statement Workshop
Center for Nonprofit Management
presented by:
Carole V. Rylander, CFRERylander Associates 214/348-9086 [email protected]
Susan G. SaundersSGS Solutions 972/939-4414 [email protected]
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Topics
Welcome & IntroductionsReview Process for the DayConstituency MappingJargonMarketingCase StatementsGift Opportunities
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Begin with the end in mind. -- Stephen Covey
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Constituency Mapping
The Theory of Concentric CirclesImportance:
Divides a Large, Diverse Constituency Base Into “Like-Minded” Groups
Identifies Each Group’s Level of Involvement
5
Constituency Mapping
Importance (cont.):
Acknowledges Each Group’s Differing Perspective and Language
Enables the Delivery of Focused Messages Designed to Stimulate a Specific Response
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Constituency Mapping
Importance (cont.):
Ensures that Resources and Efforts are Directed Towards Groups Appropriately - According to the Value of their Response
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Constituency Mapping
Step 1 Identify and plot all “like-minded” groups in your
organization’s universe
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Constituency Mapping
Like-minded groups are not just “individuals,” but groups of individuals who: Have the same relationship to the
organization, Use the same language, such as
physicians, teachers, city council members, or
Interact with your organization in the same way
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Constituency Mapping
With financial resources Who provide earned income (fees,
tickets, etc.) With whom your organization
partners (a non-financial, strategic relationship)
Who provide in-kind donations Who is important for other reasons?
Step 2 Using different colors, circle each constituent group:
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Constituency Mapping
Some constituents will have all colors of circles
Many will have multiple colors or circles
Step 3 Create a legend so you’ll know what your colors mean.
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Constituency Mapping
Step 4 Use arrows to indicate groups to be intentional about involving & educating . . . moving closer to the center of the organization
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Jargon
Definitions:The technical terminology or
characteristic idiom of special activity or group
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Jargon
Definitions: (cont.)Obscure & often pretentious language
marked by circumlocutions and long words
A confused unintelligible language
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What Jargon Do You Use?
Identify Jargon:Create a ListReview Your Document(s) & Circle
Jargon Redefine Jargon
In Every Day Words“Grandmother” Principle
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Marketing
Marketing is all about exchanges.
Marketing is a process that helps you exchange something of value for something you need.
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Selling vs. Marketing
SELLING MENTALITY is Rooted INSIDE the Organization
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Selling vs. Marketing (cont.)
MARKETING MENTALITY is
Based OUTSIDE the Organization
—In the Marketplace
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Marketing: Step One
LISTEN to your Constituency!
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Marketing: Step Two
SEGMENT Your Market
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Marketing: Step Three
STRATEGICALLY TARGET
Those Segments with the Highest
Potential
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Marketing: Step Four
POSITION the organization:What does it do well that matters?
How does it compare to what other
organizations do?
How does it distinguish itself?
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Marketing: Step Five
COMMUNICATE the Special
OPPORTUNITIES your Program
Presents in Terms That Matter to
the Target Groups
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Marketing: per Peter Drucker
“The aim of marketing is to
know and understand the
customer so well that the
product or service fits them
and sells itself.”
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Marketing& the Case for Support
Q: So, how do I develop marketing
messages for my organization?
A: By creating an urgent and compelling
Case for Support!
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Fundraising Follows the
Planning ProcessVision
Mission
Strategic or Long Range Plan
Goals and Objectives
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Fundraising Follows thePlanning ProcessOperating or Action Plan
Strategies and Tactics
Budget
Fundraising Plan
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Case Statement: Definition
A carefully prepared document that
sets forth, in detail, the reasons
why an organization needs-- and
merits-- financial support . . .
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Case Statement: Definition
...In the context of the “case is bigger than the institution,” it documents its services, human resources, potential for greater services, current needs, and future plans. From Glossary of Fund Raising Terms, a
publication of AFP
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What We Hear
All The Time…
vs.
A Compelling Story!
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There is no perception
unless there is contrast.
-- Ralph Coverdalein Risk Thinking
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The Case Statement Is. . . . .
An internal document
An investment prospectus
Prepared by the development office
The basis for all marketing, communications, program, & development materials
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The Case Statement Is. . . (Cont.)
Both rational and emotional OptimisticBriefEasy to interpret and rememberLarger than the institution and has
broad appeal
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The Case Statement Is. . . (Cont.)
The single most important
document in the fundraising effort!
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Elements of the Case for Support
1. What is the organization’s mission?
2. What has the organization accomplished thus far? (its history)
3. What does the organization do and how is it structurally governed?
4. What is unique about your organization?
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Elements of the Case for Support (cont.)
5. What is the problem? What need does the program for which
you are seeking support address?
6. Who is affected?
7. What impact or outcome does the program/solution generate?
8. What methods will be used to implement the program?
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Elements of the Case for Support (cont.)
9. What results have been achieved thus far?
10. What resources and funds are required and how will they be used?
11. What endorsements and support have already been provided for the
program? How much? From whom?
12. What is in it for the donor?
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Case Preparation
Written by one person
New rationales will emerge during process
Adaptable to many uses & formats
First draft—then edit, edit, edit
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Case Preparation (cont.)Circulate draft Adopt as a policy documentUpdate periodicallyUse it with staff and volunteersCreate case statements for each
need / client group; may create one over-arching case statement
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Uses of the Case Statement
Provides common language for board members
Is the basis of proposals, & brochures, program, & campaign materials
Assists in leadership & volunteer recruitment
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In Summary: A Case StatementIs designed to:
Substantiate an organization’s opportunities and attributes,
Define benefits to the contributor . . . and,
Stimulate a monetary response.
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In Summary: A Case Statement
The relationship between
programs, needs, and benefits to
donors must be communicated in a
persuasive “case” that motivates
the potential donor to action!
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Case Statement Handouts
Elements of the Case for Support
Structure of a Case Statement
Sample Structure of a Case Statement Document (page 1 only)
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Case Statement Handouts
Samples:The Case for the Building Program of
Los Barrios Unidos Community Clinic
Los Barrios Unidos letter proposal
The Case for the Anita N. Martinez Ballet Folklorico
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Giving Opportunities(What’s in it for the Donor)
Are Drawn from the Case Statement
Can Represent a Wide Range of Appealing Fundable Items - $50 to $25,000+
Fulfill Baby Boomers’ Needs to Know Their Gift Provided Specific Tangible Benefits
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Q & A
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Thank You!