February 24, 2016

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What to Include on the Case for Support

January 13, 2016

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How to Use a Case for Support

January 20, 2016

 

You have your presentation ready…Now it’s showtime.

 

Ok…So last week, we promised to give you a sample Case for Support along with a Letter of Inquiry that can be taken and used to give you guidance as you create your very own. 

 

Now a few notes and disclaimers…We have replaced the names and locations of the agency who we originally wrote these documents for.  So, the board and Executive Director weren’t actually comprised of legendary football coaches!  Lastly, 90210 is the only California zip code I could think of, so you caught me, I may have seen an episode of Beverly Hills 90210!

 

Ok enough jokes!  In all seriousness, although we did change names, locations and few details of these documents, we did keep the meat of it to show you how a Case for Support can be used to create a Letter of Inquiry.  Caldwell Business Group was hired by an organization to help them raise funds for their capital improvements project.  This agency was very complex in the services they provide, so this Case for Support is most likely larger than most.  Not all cases have to be this big. 

 

In this particular instance, we used to the Case for Support to develop a Letter of Inquiry.  This exact letter was successfully used to raised dollars for this agency. 

 

In fact, we received a response back from one of the foundations we forwarded this to with feedback saying this document was, by far, the best representation of what they look for in a letter of inquiry.  Specifically the representative informed me she was impressed because it included, “A specific amount, purpose of the campaign, purpose of the organization, how the completion of the project will impact the organization and our local community, and detailed phases of the renovation show thoughtful consideration and planning was made prior to asking for donations.”  This representative requested just a few more pieces of information (information I was able to copy and paste from the Case for Support) and this letter of inquiry was instantly turned into a proposal and a check was received 2 weeks later.

 

This is not mentioned to brag, but to let you know the information you are receiving today is proven to work and can be of great value to your organization.

 

Final notes…As you can see, after we created the Case for Support, we were then provided with the go to document that gave all the important information needed to inform and educate potential supporters of the project.  We gave this to all staff and leadership and it developed a fluid and consistent message throughout the agency.  There was no confusion and everyone felt confident when approached with questions about the project. 

 

We then were able to take bits and pieces out of the Case for Support to construct our Letter of Inquiry and other proposals. 

 

I hope from the sample you can see that how the Case for Support provides a comprehensive overview of any given project and becomes a very useful tool to establish a high level of preparedness for any organization.

 

We know that even when given the tools to create something, organizations still may need to have guidance and direction.  For example, the documents you are being given today took many hours and careful thought to develop…Sometimes, staff and leadership may not necessarily have the time necessary to develop a solid presentation.  This is where Caldwell Business Group can help your organization.  We specialize in this work and will be glad to help you grow your mission anyway we can. 

 

Check out how we work with organizations HERE

 

In the meantime…Click the following links to access the sample Case for Support and Letter of Inquiry.

 

Join us next week to learn what you should expect from a grant-writer.  As always...Enjoy and good luck!

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600 S. Tyler Street, Ste. 2907 | Amarillo, TX 79101 | 806.367.4176 | info@caldwellbg.com