Allan Burrows, President | March 16, 2016 Webinar: Writing a Case for Support

Philanthropy & Executive Search Knowledge – Dedication – Results Campaign planning and implementation  Philanthropy studies  Board development/training  Major gift solicitations  Executive searches  Donor development  Planned giving  Grant writing  Development assessments  Prospect identification and research 2

Itinerary Q and A Case Samples Case Components Start With Why Campaign Concepts Welcome/Introductions

Build Sustainable Philanthropy 1. Case 2. Leadership 3. Donors 4. Infrastructure

Where to Begin | Understanding Philanthropy Strategic Planning Strategic Planning Financial Planning Financial Planning Consensus Building Consensus Building

Building Sustainable Philanthropy - Case for Support - “We need…” Community needs…

Talk About WHY | the basis for the case Start with Why, Simon Sinek WHY HOW WHAT

THE BIG REVEAL “People don’t invest in WHAT you do; they invest in WHY you do it!”

Results Oriented CompellingTimely Mission Based Show Sustainability Benefit Oriented Easily Understood Intellectually Stimulating Emotionally Stimulating Case for Support Components

Tips for Writing the Case for Support Lead the Reader

What is the Case About?

The Case Statement – Outline Questions:Addressing: Why?Bring the issue and the vision to the forefront – executive summary “like” Why you?Describe your organization’s success and rationale for this effort Why now?Create urgency and compelling ‘call to arms’ Why should the donor care?Bring the readers into the story; make them feel it’s their issues What are we going to do?Now bring vision back to results: IMPACT How and when are we going to accomplish it? Show how the goals and objectives will be achieved; time line How can the reader help?Call to action; leave them inspired!

Campaign Case Statement Flow Summary A visionary synopsis of the need, the response and the institution’s ability to address the need and to engage the community Situation The community needs that are being unmet The demands of the community on the organization to meet the need Institution The organization’s qualifications and history The organization’s uniqueness in addressing the needs Response The organization’s action that will fulfill the need How this action will be accomplished and what results are expected Campaign The donor call to action What the campaign goals and objectives

Campaign Brochure Campaign Brochure Power Point Presentations Power Point Presentations Speeches Speeches Newspaper Articles Newspaper Articles Grant Proposals Grant Proposals Leader and Donor Enlistment Leader and Donor Enlistment Exercise: “State Your Case” Outcomes of the Case for Support

Case Sample: Meredith College

Case Sample: Ravenscroft School