https://bloomerang.co/resources/webinars/ Leah Eustace, ACFRE will outline the power of a strong case in building support, both internally and externally, and give you the tools to make it happen in your own organization.

1. Cases for Support that Excite,
Inspire and Ignite your Donors!
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Before we get started »

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https://bloomerang.co/demo/video

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Our guest presenter »
Leah Eustace
@LeahEustace
• +25 years of experience
• has raised hundreds of
millions of dollars
• Head Paddler at Blue Canoe
Philanthropy
• AFP International Board,
ACFRE Credentialing Board,
AFP Canada Board, and the
AFP Foundation for
Philanthropy Canada Board

5. Cases for Support that
will Excite, Inspire and
Ignite your Donors!
Leah Eustace, CFRE, ACFRE
President and Head Paddler
Blue Canoe Philanthropy
www.yourbluecanoe.ca

7. Do you
need a case?

8. What, exactly,
is a case for
support?

9. Think of your case
as a symphony…

10. The best Case
Statements focus
on the ‘why’ of the
cause, rather than
the ‘how.’

11. It talks less
about the
institution, and
more about the
donor as the
hero of a story
that concludes
with a
transformational
solution to a
problem.

13. Capital Campaign
Project
Endowment
Organizational
Other?
Types of case:

14. • 8 to 12-Page Document
• 1 to 2-Page Call to Action
• Website
• Brochure
• Annual Report
• Gratitude Report
• Other?
How do you use it?

15. Who is it for?

17. What questions
should the case answer?
Why us?
Why now?
Why should you care?

18. Who should
write the case?

19. What to include in your case
• Emotional and powerful opening
• Mission and vision
• History of impact (brief)
• Problems that need solutions
• Outcomes/solutions
• Sense of urgency
• Call to action

20. Stories!

21. What stories?
• Founding story
• Walk down memory lane
• Overcoming adversity
• Impact/
beneficiary stories
• Donor stories
• Vision stories
• Other?

22. A Walk Through the Development of a Case

23. Steps
1. Background gathering
(2/3 of the work
happens here)
2. Creative strategy
3. Visualization
4. First draft
5. Additional interviews if
required
6. Draft artwork
7. Completion

24. Step 1:
Background
• Strategic plan(s)
• Annual reports
• Proposals
• Brochures
• Website
• Program information
What else?

25. Step 1: Background
Conducting interviews

26. • How would sport be different if
your organization didn’t exist?
• Tell me about your pivotal
moment?
• Take me on a walk through xxx
• Tell me about a particular person
you've met, or a program you've
been involved with (or a story
you've read) involving
[organization’s] work that has
stood out for you
• Why should donors care?

28. Step 3:
Visualization

29. Step 4:
First Draft

30. Writing Tips

31. If you need
money,
ask for
advice.
If you need
advice,
ask for
money.

32. Step 5:
Additional
interviews

34. Show and Tell

46. Questions?
Leah Eustace, ACFRE
leah@yourbluecanoe.ca
613.608.2890
www.yourbluecanoe.ca

47. https://bloomerang.co/resources
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•Daily blog post
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•Templates
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48. Upcoming free webinars »
10/10, 1pm eastern
Charitable Solicitation Compliance:
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Brock Klinger
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