CFRE Exam: Securing the Gift
Where should the ideas of the case statement come from? -
โ โ โ โ โ โ Mission Statement and Strategic Plan
Who should be involved in creating the case statement? -
โ โ โ โ โ โ Volunteers and staff
What are the three components of the case? -
โ โ โ โ โ โ Purpose: show organization mission/purpose, shows how new programs benefit, shows
organization impact on the community
Content: outlines key information about org like mission, goals, governance budget, staff
competence facilities, etc.
Focus: unrestricted support, restricted gifts for operations and/or restricted gifts for special needs
What happens after the institutional case is created? -
โ โ โ โ โ โ -smaller case statements evolve
--some for unrestricted support, some for capital campaigns and major gifts, some for special
needs or planned giving.
--segmented for a variety of constituent groups - major donors, regular donors, etc.
-serves as the basis for websites, brochures, foundation proposals, appeal letters, press releases,
newsletter articles, speeches and all communications.
What is the definition of a case statement? -
โ โ โ โ โ โ A written version of the case for a specific constituency or campaign, derived from the
organization's case
What are the components of a case statement? -
โ โ โ โ โ โ -Organization's objectives, services
-how fundraising supports organization
-how the organization will remain "significantly" productive"
-Difference the donor's support will do
-What the organization will do to to improve/change
What are the five main uses of creating a case statement? -
โ โ โ โ โ โ Obtaining consensus
Recruiting volunteer leadership.
Testing the market.
Telling the story.
Creating fundraising materials.
On what things are case statements evaluated? -
โ โ โ โ โ โ It has emotional and rational appeal.
It shows proof that plan will work.
Clear and concise.
Uses graphs and charts
Reader oriented
