The preparation of a case statement for fundraising typically involves a collaborative effort within an organization or may be spearheaded by specific individuals or teams. The key people or roles involved in preparing a case statement include:
- Executive Leadership: The development and approval of the case statement frequently involve senior officials, such as the CEO, executive director, or board members of the company. They offer priceless insight into the organization’s strategic objectives, mission, and vision.
- Development or Fundraising Team: The case statement is developed with assistance from professionals in the development or fundraising departments. They are skilled in campaign strategy, narrative, and donor communication. They frequently take the lead on the document’s composition and design.
- Program Staff: Those directly involved in the organization’s programs and projects provide essential content for the case statement. They can share firsthand accounts of the impact of the organization’s work and provide data and success stories to highlight achievements.
- Finance Team: The finance or accounting team plays a crucial role in providing financial information, including budget details, to ensure transparency and accountability are clearly presented in the case statement.
- Marketing and Communications Specialists: The case statement’s layout, graphics, and general presentation may be designed by experts in marketing and communications in order to make it interesting and visually appealing.
- Graphic Designers and Writers: If resources permit, organizations may engage graphic designers and writers, either internally or externally, to create a visually appealing, well-written, and persuasive case statement.
- Board of Directors: The board of directors often reviews and approves the case statement, as they are ultimately responsible for the organization’s strategy and fundraising initiatives. Their input and support can be pivotal in shaping the case statement.
- Donors and Supporters: In some cases, organizations may seek input and feedback from current donors and supporters to ensure the case statement resonates with the intended audience. Their perspectives can provide valuable insights.
A case statement is created collaboratively by a number of stakeholders, who each contribute their knowledge and perspective. The document must correctly reflect the organization’s aim and objectives while also persuading potential donors and being compelling. To develop a cohesive and powerful case statement for fundraising, regular communication and input from the many contributors are essential.
