The document outlines the steps to create an effective case for support for an advancement initiative. It discusses that the process should start with establishing a vision through leadership and stakeholder input. Next steps include involving the board for approval and sharing the vision. Key components of an effective case include describing the funded priorities and rationale based on strategic planning. Developing materials, identifying donors, and establishing volunteer leadership are also important. The case for support should show leadership consensus, input from top prospects, and a 5-year financial plan to support the vision.

1. Creating the Case for Support

2. Step by Step
 A successful advancement initiative is the result of a
series of steps taken one at a time, in the proper
sequence, according to a plan and timeline.
 At any particular time, leaders should be concerned
with only one step.

3. Step by Step
 If that step is not executed properly, the next
will be more difficult.
 If that step is executed properly, the next will
be easier and more effective.

4. Step 1
 VISION
 To Support Mission

5. Start at the Beginning
Vision begins with the President, Principal,
Head of School.
Discernment process with faculty, staff,
administration.
Create strategic plan.

6. Next Steps
Involve Board and Committees.
Present to full Board for approval.
Share with constituency.

7. Final Steps
Prioritize funding components.
Create Case for Support.
Use the case document in ALL solicitation calls.

8. Campaign/Major Gift Preparation
1. Case for Support :
 Describes what will be funded and why;
the vision, the rationale - resulting from
the strategic plan.
2. Prospect Identification:
 Financial potential. Find the wealth.
3. Marketing Materials:
 Case statement brochure, theme, video.
4. Capitalization Plan:
 Create the financing plan for the project.
5. Volunteer Leadership:
1. Chair, Steering Committee.

9. The Case For Support
Three Steps:
1. Leadership Consensus:
The vision and strategic plan must be first.
“Money Follows Vision”

10. The Case for Support
2. Top Prospect Involvement:
Input and Feedback:
 Feasibility Study
 Focus Groups
 Individual Meetings
 On-Line Survey
 Core Planning Group

11. The Case for Support
 Educate
 Create ownership
 Establish broad consensus
 Prioritize

12. The Case for Support
3. Financial Plan:
5 year projections - highlights financing
required to operate the school and fund the
strategic plan and case points.

13. The Case for Support
Conclusions go to the Board for final approval
Case statement document is printed
Case document is used in the major gift
process

14. The Case Document
The ‘sales’ piece to be used during the
MG/capital campaign.
Should be informative but succinct.
Includes the mission, vision, planning process,
planning conclusions, funding components,
amount required, leadership, giving pyramid.