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Your Case for
Support
is a Story
Leah Eustace, CFRE, ACFRE
President and Head Paddler
Blue Canoe Philanthropy
www.yourbluecanoe.ca
Tweet @LeahEustace
Do you
need a case?
What, exactly,
is a case for
support?
Think of your case
as a symphony…
The best cases for
support focus on
the ‘why’ of the
cause, rather than
the ‘how.’
They talk less
about the
institution, and
more about the
donor as the
hero of a story
that concludes
with a
transformational
solution to a
problem.
“If a story is not about the hearer
he [or she] will not listen . . . A great
lasting story is about everyone or it
will not last. The strange and foreign
is not interesting--only the deeply
personal and familiar.”
― John Steinbeck, East of Eden
• Capital Campaign
• Project
• Endowment
• Organizational
• Other?
Types of case:
• ‘Divisible-by-4’-page
document
• Website or microsite
• Social media
• Powerpoint
• Video
• Brochure
• Annual report
• Gratitude report
• Other?
How do you use it?
Who is it for?
Philanthropic transformation is
not the job of one person. It’s
the job of a team of people
working in alignment.
What questions
should the case answer?
What?
Why?
How?
Who should
write the case?
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
Stories!
What’s unique
about
storytelling in a
case for support?
Frame
Narrative
A frame story is a story set
within a story. In novels, a
character starts telling a story
to other characters, or he sits
down to write a story, telling
the details to the audience.
The Canterbury Tales is the
best known example.
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?
What’s the Frame Narrative?
Love, respect and dignity for Chinese seniors
Step 3:
Visualization
Stories used in
this case:
• Love and respect for elders
• The transformation that culturally-
relevant care brings to loved ones
• Building falling down around them
• Cultural pride (mah-jong, familiar
food)
• True caring (the red cup)
• True love (Mr. & Mrs. Li)
• The vision of the home they deserve
Love + Respect + Caring
Step 4:
First Draft
Writing Tips
Show and Tell
Questions?
Leah Eustace, ACFRE
leah@yourbluecanoe.ca
613.608.2890
www.yourbluecanoe.ca

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Your case for support is a story

Editor's Notes

  1. How many of you have a case for support? How many wish they had a case for support? How many don’t think they need a case for support, but the title of the session caught their eye Are you happy with your case? Why are you here?
  2. Every single one Put your hand up if every single person in your organization knows what you’re raising money for?
  3. The argument for supporting your cause “making your case” Your rallying cry
  4. The music plays seamlessly The audience is enthralled… they may laugh, they may be moved to tears… they’re all in But what goes into that piece of music? Many people playing different instruments and different times A conductor pulling it all together You’re the conductor Your musicians are your beneficiaries, board, volunteers,
  5. Donor-sized hole
  6. Donors Prospective donors Board members Other volunteers As much an internal rallying cry as anything else
  7. Your wealthiest donor, your CEO, your bookkeeper and your receptionist should all be equally inspired by it, and should equally understand it
  8. Internal or external?
  9. the importance of PCCF; an outline of the problems that need solutions; the solutions to the problems; the expected outcomes of a successful campaign; PCCF’s history, track record, impact, and accountability; a brief menu of ‘purchase choices’ outlining what the donor’s investment will ‘buy;’ a sense of urgency; and; a clear and compelling call to action.
  10. Were you wondering when I’d get to the point?
  11. Storytelling with cases is different
  12. The prologue sets the narrative, introduces the characters and explains why they’ve all come together
  13. Someone who knows history/impact Someone who can talk about future vision Program people Donors Beneficiaries Other? Interviews for political purposes
  14. Lots of emotion Donor is at the centre of the story Write at a grade 6 or 7 level Don’t try to educate Try writing a first draft without mentioning the name of your organization Write when you’re feeling emotional
  15. art