Happy summer! As the days get longer and the temperatures get hotter, let’s consider the essentials of a carefree summer: sunscreen, floppy hat, shade, hydration, and hopefully vacation. Like our summer beach bag, we, in fund development, need some essentials of our own. Earlier this year, my boss, two board members, and I were fortunate to attend the MJ Murdock Trust – Essentials of Development training – a two-part training on major gift stewardship, relationships, and donor development - where we learned about an essential to any fundraisers’ tool box: the case statement.
The case statement is a presentation tool used for specific meetings with potential donors to discuss your organization. Chock full of information, the case statement is comprised of ten components - theme, need, mission, lifetime values, programs, accomplishments/impact, budget, vision, gift plan, and leadership profile. It’s like your road map – where you’ve been but also where you’re going. It’s there to keep you on track with your donors and a presentation tool to highlight your awesome organization.
“The passion I feel to help our seniors and disabled citizens connect with their volunteer for necessary assistance makes it easy to work for such an incredible organization because I have so much love for them in my heart!” - Edie Schab, Executive Director of Interlink Volunteer Caregivers (IVC).
Schab has been in her position for six years and has seen the organization increase their services from four to all eight counties in the Magic and Wood River Valleys: Blaine, Camas, Cassia, Gooding, Jerome, Lincoln, Minidoka, and Twin Falls. IVC has also grown their collaborative relationships with government officials and other health organizations.
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