The Momentum Fundraising Glossary

Case

Definition

A case, in the context of fundraising, is a documented rationale or proposal that articulates the reasons for donating to a nonprofit organization or a specific project within that organization. This detailed narrative offers evidence of the organization’s mission, its impact on the community, and the specific needs that funding will fulfill. A well-developed case makes a compelling argument to prospective donors by outlining the unique value proposition of the organization, including statistics, stories of beneficiaries, and clear financial goals. The case serves multiple purposes: it helps to unify messaging across the organization, equips staff and volunteers with key talking points, and supports the solicitation process by detailing the tangible outcomes that donations will provide. Furthermore, a strong case can inspire a sense of urgency and encourage donors to contribute by illustrating the potential impact of their gift.

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Common Misperceptions

Many people think that a case is just a fundraising document.

While a case does serve as a key fundraising document, it is much more than that. It is a strategic communication tool that outlines the organization's mission, goals, and impact, serving as a foundational resource that guides fundraising efforts and aligns staff and volunteers in their outreach.

FAQ

What is the purpose of a case in fundraising?

The primary purpose of a case in fundraising is to articulate a compelling rationale for why potential donors should support a nonprofit organization or project. It serves as a persuasive tool that outlines the organization’s mission, defines specific funding needs, and highlights the impact that donations will have on beneficiaries.

How should I develop a case for fundraising?

To develop a compelling case for fundraising, you should begin by clearly articulating your mission and the specific projects or needs that require funding. Gather relevant data, success stories, and testimonials from beneficiaries to illustrate your impact. Structure the case logically, ensuring that it presents a narrative that captivates and motivates the reader to give.

Who should be involved in creating the case?

Creating a case for fundraising should be a collaborative effort involving key stakeholders such as executive leadership, development staff, program managers, and even board members. The insights and expertise of these individuals will contribute to a well-rounded and persuasive narrative.

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