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James LaRose - Tuesday, July 20, 2010
Last week in Nashville, TN we held a Major Gifts Conference.  One of the main points was that every organization needs a Case Document. 

So today we have 6 points that tell us How Case Statements are Used:

A.  A case statement enables donors, staff, board members, etc. to provide feedback which in turn creates ownership.
B.  A case statement assists a non-profit in recruiting volunteer donors to advocate on behalf of the charitable agency for the program/project/annual fund/capital campaign to be implemented.
C.  A case statement allows the development team to measure support or test the market before going public with a campaign.
D.  A case statement establishes a basis for all other campaign materials (e.g.:  campaign newsletter, press releases, gift prospectus, direct mail, brochures, etc.).
E.  A case statement is used to demonstrate that the agency is solid, knows where it's headed, and understands the scope of their campaign.
F.  Ultimately, a case statement is used to motivate individuals to participate in three different ways:  with their finances, by advocating, and by volunteering.

Tomorrow we will review the important components of a case statement.