How to Begin Your Case Statement

Lay a strong foundation for your case statement by answering the thorniest questions before drafting a document.

Elements to Gather, as Available: All marketing materials from the past several years Annual reports from the past several years Mission, vision, values of organization Strategic plan Major gift proposals from last year Donor surveys Audience surveys Campaign feasibility study Campaign-gift pyramid Campaign budget Station one-sheet (facts and figures, awards, origin story) List of priorities List of naming opportunities List of testimonials and quotes from board members, donors, notable community figures How to Start Your…

Further Reading

Making a Case Your Donors Will Love
by Jerold Panas

Relationship Fundraising
by Ken Burnett

Gwen Colwell

Major Giving Advisor

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Main contact for major giving