Cases for Support that Excite, Inspire and Ignite your Donors

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https://bloomerang.co/resources/webinars/ Leah Eustace, ACFRE will outline the power of a strong case in building support, both internally and externally, and give you the tools to make it happen in your own organization.

Government & Nonprofit

Cases for Support that Excite,
Inspire and Ignite your Donors!
 
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Before we get started »

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Our guest presenter »
Leah Eustace
@LeahEustace
• +25 years of experience
• has raised hundreds of
millions of dollars
• Head Paddler at Blue Canoe
Philanthropy
• AFP International Board,
ACFRE Credentialing Board,
AFP Canada Board, and the
AFP Foundation for
Philanthropy Canada Board

Cases for Support that
will Excite, Inspire and
Ignite your Donors!
Leah Eustace, CFRE, ACFRE
President and Head Paddler
Blue Canoe Philanthropy
www.yourbluecanoe.ca

The best Case
Statements focus
on the ‘why’ of the
cause, rather than
the ‘how.’

It talks less
about the
institution, and
more about the
donor as the
hero of a story
that concludes
with a
transformational
solution to a
problem.

Capital Campaign
Project
Endowment
Organizational
Other?
Types of case:

• 8 to 12-Page Document
• 1 to 2-Page Call to Action
• Website
• Brochure
• Annual Report
• Gratitude Report
• Other?
How do you use it?

What questions
should the case answer?
Why us?
Why now?
Why should you care?

What to include in your case
• Emotional and powerful opening
• Mission and vision
• History of impact (brief)
• Problems that need solutions
• Outcomes/solutions
• Sense of urgency
• Call to action

What stories?
• Founding story
• Walk down memory lane
• Overcoming adversity
• Impact/
beneficiary stories
• Donor stories
• Vision stories
• Other?

A Walk Through the Development of a Case

Steps
1. Background gathering
(2/3 of the work
happens here)
2. Creative strategy
3. Visualization
4. First draft
5. Additional interviews if
required
6. Draft artwork
7. Completion

Step 1:
Background
• Strategic plan(s)
• Annual reports
• Proposals
• Brochures
• Website
• Program information
What else?

Step 1: Background
Conducting interviews

• How would sport be different if
your organization didn’t exist?
• Tell me about your pivotal
moment?
• Take me on a walk through xxx
• Tell me about a particular person
you've met, or a program you've
been involved with (or a story
you've read) involving
[organization’s] work that has
stood out for you
• Why should donors care?

If you need
money,
ask for
advice.
If you need
advice,
ask for
money.

Questions?
Leah Eustace, ACFRE
leah@yourbluecanoe.ca
613.608.2890
www.yourbluecanoe.ca

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Cases for Support that Excite, Inspire and Ignite your Donors

1. Cases for Support that Excite, Inspire and Ignite your Donors!   The presentation will begin shortly. For best audio quality, dial in by phone.  (check your email for   dial-in info from ReadyTalk)

2. 3 This presentation is being recorded!   The recording and slides will be emailed to you. Please chat in any questions for our guest. We will answer them in the formal Q&A session at the end of the presentation. Follow along on Twitter with #Bloomerang @BloomerangTech. For best audio quality, dial in by phone.  (check your email for dial-in info from ReadyTalk) Before we get started »

3. 3 https://bloomerang.co/demo/video

4. 3 Our guest presenter » Leah Eustace @LeahEustace • +25 years of experience • has raised hundreds of millions of dollars • Head Paddler at Blue Canoe Philanthropy • AFP International Board, ACFRE Credentialing Board, AFP Canada Board, and the AFP Foundation for Philanthropy Canada Board

5. Cases for Support that will Excite, Inspire and Ignite your Donors! Leah Eustace, CFRE, ACFRE President and Head Paddler Blue Canoe Philanthropy www.yourbluecanoe.ca

7. Do you need a case?

8. What, exactly, is a case for support?

9. Think of your case as a symphony…

10. The best Case Statements focus on the ‘why’ of the cause, rather than the ‘how.’

11. It talks less about the institution, and more about the donor as the hero of a story that concludes with a transformational solution to a problem.

12.

13. Capital Campaign Project Endowment Organizational Other? Types of case:

14. • 8 to 12-Page Document • 1 to 2-Page Call to Action • Website • Brochure • Annual Report • Gratitude Report • Other? How do you use it?

15. Who is it for?

16.

17. What questions should the case answer? Why us? Why now? Why should you care?

18. Who should write the case?

19. What to include in your case • Emotional and powerful opening • Mission and vision • History of impact (brief) • Problems that need solutions • Outcomes/solutions • Sense of urgency • Call to action

20. Stories!

21. What stories? • Founding story • Walk down memory lane • Overcoming adversity • Impact/ beneficiary stories • Donor stories • Vision stories • Other?

22. A Walk Through the Development of a Case

23. Steps 1. Background gathering (2/3 of the work happens here) 2. Creative strategy 3. Visualization 4. First draft 5. Additional interviews if required 6. Draft artwork 7. Completion

24. Step 1: Background • Strategic plan(s) • Annual reports • Proposals • Brochures • Website • Program information What else?

25. Step 1: Background Conducting interviews

26. • How would sport be different if your organization didn’t exist? • Tell me about your pivotal moment? • Take me on a walk through xxx • Tell me about a particular person you've met, or a program you've been involved with (or a story you've read) involving [organization’s] work that has stood out for you • Why should donors care?

27.

28. Step 3: Visualization

29. Step 4: First Draft

30. Writing Tips

31. If you need money, ask for advice. If you need advice, ask for money.

32. Step 5: Additional interviews

33.

34. Show and Tell

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46. Questions? Leah Eustace, ACFRE leah@yourbluecanoe.ca 613.608.2890 www.yourbluecanoe.ca

47. https://bloomerang.co/resources •Nonprofit Wrap-Up •Bloomerang TV •Bloomies •eBooks •Daily blog post •Weekly webinars •Templates •Guides

48. Upcoming free webinars » 10/10, 1pm eastern Charitable Solicitation Compliance: What Does It Take To Be Compliant? Brock Klinger https://bloomerang.co/resources/webinars

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