1 / 21

Leverage Your Story:

strengthening nonprofit governance and management. Leverage Your Story:. Building the Case for Support April 30, 2019 Building Michigan Communities Conference. Workshop Goals. What is a Case for Support and why it is important Case for Support elements

dacey
Download Presentation

Leverage Your Story:

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. strengthening nonprofit governance and management Leverage Your Story: Building the Case for Support April 30, 2019 Building Michigan Communities Conference

  2. Workshop Goals What is a Case for Support and why it is important Case for Support elements Information necessary to develop a Case for Support How to use the Case for Support

  3. Realities of Competition • 1.2 million nonprofits in the US (in 1980 – there were 12,000) • 43,000 nonprofits in Michigan • 60k – 100k new applications/year nationwide • New EZ form to request form – 50% of applications

  4. And The Beat Goes On… Consider this… In 2017 92,000 organizations applied to the IRS for tax exempt status 86,000 were approved

  5. Case For Support Elements • History and background • Description of the need • Fact presentation • Organization’s special and unique position • Organizational information • Call to action

  6. Who We Are And What We Do… What is the story of how your organization started (who was “there”, why did they think it was important, what was that first year like?) What business are you in? What would be different if your organization didn’t exist?

  7. Getting Started: So What Will I Need? • Mission statement, strategic plan, vision statement and other strategic materials • Financial statements, fund usage, gaps and other financial data • Program dreams (beyond materials “wish” lists; think beyond) • Program reports and other analysis (past successes and difficulties)

  8. History, Mission & Need • Organization’s history (why, who was there) • What societal/human need does our mission address? (should be able to say, “Our organization is changing lives through our program”) • What progress have we made to date (or, where are we now)? • What do we need to do between now and XXX date (state clear objectives) • Why is our organization worthy of increased/sustained investment to help it address the needs?

  9. Finances • How does our organization spend unrestricted dollars, which funds do they go in and what do those funds do? • How does our organization handle restricted dollars (If you ask for $50,000 for a program or other need and receive it, can you spend it accordingly?)

  10. Fundraising • Annual fund appeal questions • What would our organization like to accomplish next year that general/operating financial resources keep us from accomplishing this year? How much would we need to close the gap? • Program specific appeal (restricted) questions • What program outcomes fell short of where they could be with additional resources (more people served, additional staff…?) • Technology needs

  11. What Are Our Dreams? • Questions to stretch your innovation and vision….. • What will “self driving cars” do to auto insurance industry? • What will medical diagnostic implant devices do to primary care medical officers? • What will “3-d printed homes” ($20,000/1 week build time) do to the mortgage industry? • What will mobile banking do to the banking industry? • What will grocery store mobile check out systems do to the grocery store industry? • What will the political landscape do to our programs?

  12. Case for Support: How Should it Look? • General Organizational Information – One page • Program or each “fund” area of fundraising – One half to one full page • More photos and fewer words…

  13. Case for Support: How to Use • Refreshing the Annual Appeal • Special Events (i.e. what is the money raised from the dinner or raffle used for?) • Board recruitment/orientation • Sponsorship packets • Donor meetings • Volunteer recruitment/orientation • Thank you letters

  14. Case for Support: How to Use • Website’s donating pages or anywhere else you think it will help people better understand why their donations are needed and what they will accomplish when they give them to you • Video

  15. Harold J. Seymour, in Designs for Fund Raising, sums up the definition of a good case for support: “Finally, it should be said that the case for fundraising, taking into account what has been said about people, causes, and giving, should aim high, provide perspective, arouse a sense of history and continuity, convey afeeling of importance, relevance and urgency, and have whatever stuff is needed to warm the heart and stir the mind.”

  16. Capital Campaigns

  17. Capital Campaign Case Elements • Mission • Vision • History • Statement of Community Problem • Campaign Goals • Objectives to Meet Goals • Programs and Services

  18. Capital Campaign Case Elements • Staffing • Governance • Facility Needs • Endowment (if included) • Budget for the Campaign • Gift Range Chart • Naming Opportunities

  19. Resources • Building a Story Brand, Donald Miller • Ben’s Glasses, Pearle Vision Video • Subaru Share the Love Event, Silent Awe • Commerical

  20. CONTACT US Sharon Castle Capacity Builder Sharon@nonprofnetwork.org 2800 Springport Road Jackson MI 49202 517.796.4750 www.nonprofnetwork.org

More Related