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Create a Strong Case Statement

By William J. Moran, J.D., M.S.Ed.
The Moran Company
www.MoranCompany.com
“We find great nonprofit executives”

A case statement speaks to the vision and need for the campaign. Why is your organization and cause important? Why is it that the funds are needed at this time? More important, the case should reveal what a campaign will accomplish in expanding your ability to carry out your mission. If your organization has recently done strategic planning then the case should emerge naturally from the strategic plan. If you have done no strategic planning then you will need a process to prepare the case.

Your case statement should "make the case" in each of the following areas: the case for your organization; the case for support, both program/capital and endowment; and include examples of endowment opportunities that could be met through the drive. To prepare your case, answer the following questions.

Case for the Organization

1. Why does your organization exist?
2. What is the problem or need that you address?
3. Why is your organization's existence critical to your community?
4. What is your vision for solving that problem or need?

Case for Program and Capital Needs

5. How do you intend to accomplish this vision? (What programs?)
6. What resources do you need to put programs into place? (specific funding needs)

List the specific programs and capital needs that will help you attain the vision

_______________________________________________________________

_________________________________________________________________

__________________________________________________________________

What resources do you need to put programs into place? Now break down the needed program and capital needs into smaller components. Attach cost figures to each specific part of the program. For instance, staff, equipment, and other resources are needed for each program. State what will be needed and attach estimated cost figures.

Project and Cost Outline

*Programs*	*Description*	*Annual Cost*	*Cost to Endow*

*Equipment Needs*	*Cost*

*Other Resources Needed*	*Cost*

This Project and Cost Outline presents the "giving opportunities" for the campaign. This should be attached as an appendix to the case statement.

Case for Endowment Support

Endowment is important:

1. To ensure the organization's future. Endowment provides "security" for an organization to ride through the difficult times.

2. Funds to provide the "margin of excellence." Endowed funds provide dollars to provide special individuals and projects that raise the quality of your organization.

Spend some time thinking about your organization. Then write a couple of paragraphs on what endowment would do for your organization.

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