The First Step of Any Successful Fundraising Campaign

Source Newsletter for Advancement Header Image
Source Newsletter for Advancement Header Image

Advancement//

March 15, 2018

Your case statement is a core element of every fundraising campaign. This marketing tool communicates with donors and prospects, and begins the process of matching their values and interests with your school’s mission and guiding principles.

When your case statement connects the hearts of your donors with the core of your mission, you inspire them, raise their sights, give them a sense of importance, and establish community. Your case positions your school as a community asset worthy of philanthropic support.

Donors give (and continue to do so) when they feel that the school’s interests are in sync with their own. They want to know that their gifts will make a difference and will be used as intended.

That’s where the case statement comes in. An effective case statement has a strong impact, both internally and externally. This document does its job when it:

  • advances your mission;
  • clearly and compellingly presents the vision of the Board for the school;
  • translates your school’s strategic plan into a compelling narrative;
  • identifies the role of annual giving in ensuring your school’s well-being;
  • promotes your school as a community asset and a good investment;
  • creates an ongoing culture of philanthropic giving for the school; and
  • demonstrates how the donor’s gift will make a difference in the life of your school.

This information supports your volunteers who spearhead the campaign to those involved in making peer-to-peer solicitations. Your case statement is a difference-maker in determining their level of enthusiasm.

When it provides a compelling way to talk about the goals and benefits, volunteers have the foundation they need; they are energized and confident when they ask others to join them in contributing to any philanthropic gift.

Additional ISM resources:
The Source for Advancement Vol. 12 No. 1 What Motivates Donors to Give?
The Source for Advancement Vol. 12 No. 3 Donor Recognition: Appealing to and Gratifying the Donor

Additional ISM resources for members:
I&P Vol. 34 No. 15 Anchor Your Case for Support to Your Purpose and Outcome Statements
I&P Vol. 40 No. 2 Planning the Comprehensive Campaign: Guiding Principles for Success

ism
ism

Upcoming Events

2/25/2025 — 2/27/2025

workshop

Strategic Communications: Understanding and Engaging Your School’s Constituents

Status: Open

Register

12/19/2024 - 3:00pm ET

webinar

Collaboration, Data Insights, and Great Creative to Achieve Enrollment Goals

Status: Open

Register

More Events

  • webinar 1/15/2025 - 12:00pm ET

    Five Things Heads Need to Know About Retiring Well

    Register
  • workshop 3/17/2025 — 3/21/2025

    Student-Centered Scheduling Design

    Register
  • webinar 1/22/2025 - 3:00pm ET

    Navigating AI Media: Policies, Education, and Protection for K-12 Schools

    Register