The Case Statement
What is a Case
Statement?
http://pw1.netcom.com/~dwihall/case_state.htm
Summary: The Case Statement is a document written to justify and explain
a major fund-raising campaign by a non-profit organization. It can take
several forms, but there are two main concepts: the large, internally
oriented case, and the smaller, externally oriented case.
Developing a case
statement
http://www.fundraisers-guide.com/0998-01.htm
Summary: One of the hardest things for nonprofit fundraisers to learn
is developing and stating the case for funding for their organizations.
It is surely a skill that we must develop, however. If we who are closest
to the situation can’t make the case for support, we can hardly expect
the community to make it for us.
Is your case statement
doing its job?
http://www.drcharity.com/how-to.html
Summary: Does your organization have a case statement (also referred to
as a case for support)? It may be the most important document of your
nonprofit organization.
Proposal writing
(the case statement)
http://fdncenter.org/onlib/shortcourse/prop1.html
Summary: The proposal does not stand alone. It must be part of a process
of planning and of research on, outreach to, and cultivation of potential
foundation and corporate donors.
Articles about
the case statement
http://www.case.org/CURRIndex/FR/FRa-c.html#casestatements
Summary: This site provides a list of 8 articles available from CASE about
developing a case statement for capital campaigns.
Strategic
Planning for Nonprofits
Business Plans
for nonprofits
http://nonprofit.about.com/careers/nonprofit/library/weekly/aa021099.htm?terms=Case+Statements
Summary: Business plans are maps in a sense. They plot out the journey
you need to follow to get to your final goal. The process of creating
a plan can also point out false assumptions and, perhaps, point out why
your idea may not be successful. Business plans are also the way to funding.
In the for-profit world, they are needed to interest and convince investors;
for nonprofits, they constitute the bones of your first grant proposal
or case statement.
Preparing a Business
Plan for nonprofits
http://nonprofit.about.com/careers/nonprofit/gi/dynamic/offsite.htm?site=http://www.ctcnet.org/ch9.htm
Summary: Creating business plans has not been one of the routine tasks
of non-profit directors or boards as it is in the for-profit sector. As
non-profits are forced to model themselves more and more after for-profits,
it is not a bad idea to look at and perhaps follow some of the standard
for-profit strategies.
A Stitch in Time
http://www.case.org/currents/freebies/stitchtime.htm
Summary: A helpful article on how to use a feasibility study to prepare
for a capital campaign.
Strategic Planning
(in nonprofit or for-profit organizations)
http://www.mapnp.org/library/plan_dec/str_plan/str_plan.htm
Summary: Strategic planning determines where an organization is going
over the next year or more, how it's going to get there and how it'll
know if it got there or not. Far more important than the strategic plan
document, is the planning process itself. This topic in the library provides
overview of many of those perspectives and approaches and also includes
guidelines for the reader to carry out planning according to the nature
and needs of their organization.
Strategic Planning
for Nonprofits
http://nonprofit.miningco.com/careers/nonprofit/library/weekly/aa030998.htm
Summary: Where do you go from here? Your organization has reached a point
at which you don't have to scramble for next month's funding, your board
is committed and staff morale is high. But you know in your heart that
trouble always lurks just around the corner. Are your programs still serving
your constituency? Should your programs be expanded? Does your mission
need be revised?
The Campaign
12 Things You Should
Know About Setting A Capital Campaign Goal
http://www.raise-funds.com/998forum.html
Summary: A capital campaign raises money that will be spent to acquire
or improve a physical asset. The most common use of a capital campaign
is for the purchase, construction, or renovation of a building (commonly
referred to as "bricks and mortar"). However, an organization
can conduct a capital campaign to purchase machinery, equipment, furniture,
fixtures, or any physical asset that can be reflected on its balance sheet.
The amount needed (the goal), can be readily translated into printed specifications,
drawings, slides, photographs, models, etc. These explicit and physical
"goals" are fixed and unyielding.
Capital Campaigns:
Building For Now
(includes related links and resources)
http://www.raise-funds.com/1099aforum.html
Summary: A capital campaign raises money that will be spent to acquire
or improve a physical asset. The most common use of a capital campaign
is for the purchase, construction, or renovation of a building (commonly
referred to as "bricks and mortar").
Ready or not
http://www.case.org/currents/freebies/ready.htm
Summary: A Top 10 list of questions to ask--of yourself and your institution--before
plunging into a capital campaign.
Organizing a Capital
Campaign
http://www.usd.edu/~mmarek/capital.html
Summary: Planning is crucial to the success of major capital fund raising
campaigns. Such campaigns typically involve many different interest
groups, and it is especially important that all parties agree on the "big
picture" plan for the campaign early in the process.
Key elements help
ensure successful capital campaign
http://www.bizjournals.com/albany/stories/1996/12/23/focus4.html
Summary: The National Society of Fund Raising Executives Institute defines
it this way: "a capital campaign to [intended to] establish a fund
for improvement in the recipient organization's or institution's services,
which might include acquisition of property or equipment, construction,
renovation, endowment, special projects and programs." Capital campaigns
are an occasional necessity in the life of an institution, particularly
when there is a documented long-range institutional plan.
Developing and
conducting a successful capital campaign
http://som.csudh.edu/pub_admin/dkarber/rcastillo/research.htm
Summary: A capital campaign is an effort to raise funds for the capital
needs of an organization or institution. This includes acquisition of
property or equipment, construction, renovation, endowments, special projects
and programs. Capital campaigns are an occasional necessity, from time
to time, in the life of an institution especially when it is part of an
institution’s master or long-range plan. The efforts of a capital campaign
are of major proportions usually taking place over several years.
Are you ready for
a capital campaign?
http://www.zimmerman-lehman.com/capital.htm
Summary: If you're considering purchasing or leasing a building, acquiring
a piece of land, or buying a large piece of equipment worth at least $50,000,
you're in the market for capital grants and donations. For those nonprofits
that haven't conducted capital campaigns, the prospect can be daunting.
This article will help you determine whether you're ready to compete for
capital funds.
A Tour of Capital
Campaigns
http://www.capitalcampaigns.com/tour.html
Summary: This web page provides a well-rounded overview of how a successful
capital campaign might be undertaken. Each section explains a different
phase of the campaign and at the end of each page you will have the option
to continue to the next phase, return to the main directory, or learn
more about Capital Quest, or visit Frequently Asked Questions (FAQ).
Capital Campaign
Software
http://www.donorbaseservices.com/
Summary: DonorBase Services is a full service consulting company that
specializes in the maintenance of your existing databases so that you
can save time and raise more money.
Where can I find
information about capital campaigns?
http://www.nonprofits.org/npofaq/09/09.html
Summary: Online outlines of the process from campaign consultants
and contract managers.
Articles about
capital campaigns
http://www.case.org/CURRIndex/FR/FRa-c.html#capcampaigns
Summary: This site provides a list over 60 articles available from CASE
about developing a capital campaign.
Campaign Fundraising
http://nonprofit.about.com/careers/nonprofit/library/weekly/aa070198.htm?terms=%22Capital+campaigns%22
Summary: Campaign fundraising is basic fundraising. You need money; you
ask people to give it to you. What could be more simple?
Know your organization
(includes related links and resources)
http://www.raise-funds.com/1199forum.html
Summary: You start the process of becoming a fund-raiser for an organization
when you first become involved with the organization. That's when you
begin to acquire knowledge about an organization, and acquisition of knowledge
is the first step in preparing to raise money. To sell any product, it
is important to know just what the product is and what it does.
Check Out Your
Organization's Fund-Raising Readiness And Learn The Secret Of Fund-Raising
Success
(includes related links and resources)
http://www.raise-funds.com/a98forum.html
Summary: A successful fund-raising campaign is not magic. It is a straightforward,
concise process of executing well-defined components arranged in a step-by-step
progression.
Fitting Annual,
Endowment, Capital, and Sponsorship & Underwriting Campaigns Into
Your Organization's Plans and Then Making Them "Sing"
(includes related links and resources)
http://www.raise-funds.com/399forum.html
Summary: Faced with the dilemma of growing financial need outstripping
static resources, officials of nonprofit organizations will turn to one
another and say, “I know, let's put on a fund-raising campaign.” Too often
the campaign fails, the problem is still there, nobody has a good time,
and love isn't exactly what the campaign managers are feeling for one
another.
Affinity Resources
http://www.affinityresources.com/awz1.html
Summary: Preparation is the key to Capital Campaign success. While the
steps may vary from one institution to the next, these four phases of
preparation should part of your campaign:
Affinity Resources
is a capital campaign consulting firm. It subscribes to the NSFRE Code
of Professional Ethics which prohibits development professionals from
raising funds on a percentage basis. Affinity Resources charges for its
campaign services based on a fixed project fee that includes transportation
and expenses.
A Development Director
Needs More Than "A Smile And A Shoeshine," But It's A Good Start
http://www.raise-funds.com/699forum.html
Summary: This is the era of high-tech delivery of information in an instant.
The Internet is accessible from any telephone line, and lap-top computers
let us take the facts and figures -- all the facts and figures -- to wherever
they're needed. Development professionals must master this technology
which lets us massage estate planning scenarios, target solicitation mailings,
and develop campaign giving plans. But, we must also remember that no
matter how high-tech the tools, funds are raised person-to-person.
Access Point
http://www.accesspt.com
Summary: Commercial site offering free and fee-based information on
nonprofit fund raising, foundations, and corporate giving. For a fee,
clients can search through the Foundation Database containing information
on more than 12,000 private and corporate foundations; the Corporate Giving
Database, housing information on 4,000+ corporate giving resources; or
the Federal Domestic Assistance Database, a directory of Federal funds.
Cultural and Nonprofit
Facilities Funds
http://www.nonprofits.org/npofaq/16/33.html
Summary: Summary: In some communities, revolving funds exist to assist
nonprofits with financing construction and upgrading of facilities.
Some Blunt Talk
About Fundraising
http://www.case.org/currents/freebies/blunttalk.htm
Summary: How campuses must change their campaign methods to maintain credibility
with the public in an age of billion-dollar goals.
Improving our Prospects
http://www.case.org/currents/freebies/prospects.htm
Summary: A helpful article on how to use peer screening to identify new
major-gift prospects.
Thirty Years of
Fundraising
http://www.case.org/currents/freebies/30years.htm
Summary: A thoughtful article on how to approach your major gift prospects.
The Ultimate Gift
http://www.case.org/currents/freebies/ultgift.htm
Summary: How to encourage once-in-a-lifetime gifts from your institution's
closest friends.
Fundraising info
member service
(this site requires a membership)
http://www.fundraisinginfo.com
Summary: Get fund-raising ideas and advice and submit questions about
the process by email. Check the list of prospective philanthropists.
Capital Assistance
Funding: A Rural Health Resource Guide
http://www.nalusda.gov/ric/richspub/capasist.htm
Summary: Finding funds to expand or renovate a building, purchase major
equipment or construct a new facility can be challenging for a rural health
provider. Funding for capital expenditures usually needs to be secured
from a variety of sources, both public and private. This guide is designed
to help hospitals, clinics, community health centers, and other rural
health providers learn more about various funding options to meet their
capital needs.
How do you ask
for a "major" gift?
http://207.238.152.42/faqs/frfaq2.html
Summary: Many people have discovered that doing face-to-face fundraising
reminds them of the true depth of their commitment to the organization.
They remember why they became involved in the first place and why they
think the work is important. Occasionally, people discover that their
commitment is not that strong and they would be happier in another organization.
Annotated
link guide prepared by Randy Goin, Jr.
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