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Key Steps for your Capital Campaign: Creating Your Case for Support

Once critical component of creating an effective Capital Campaign, is developing a compelling Case for Support.  Here is a step-by-step approach drawn from insights shared by Jerry Linzy, Executive Partner Emeritus of Jerold Panas, Linzy & Partners.

A Case for Support is more than a simple project description. It’s a compelling narrative that explains why your mission matters, how you’ll address pressing needs, and why now is the time for action. To build one, you must:

  1. Define Your Mission and Objectives: Establish a clear, forward-looking vision that explains why your work is essential. Document the societal challenges your organization addresses and articulate the unique value you bring.
  2. Outline Program Benefits: Show how your programs benefit your community and constituents. Connect with potential donors by framing the campaign as a way for them to be part of a larger, impactful movement.
  3. Detail Project Elements:
    • Objectives and Scope: Specify what you aim to achieve and the program’s reach.
    • Expected Results: Describe the tangible outcomes you anticipate.
    • Professional Staffing Needs: Note any staffing expansions needed to support the project.
    • Timetable and Financials: Include a timeline and the financial information needed to reach your goals.
  4. Build Credibility with Evidence of Success: Share your organization’s track record. Highlight past achievements, community impact, and any recognition that underscores your reliability and capability.
  5. Present Financial Needs with Transparency: Offer a macro view of your financial requirements and break down specific needs. Connect these financial goals to specific program elements and tie them to donor recognition opportunities.
  6. Campaign Overview and Timetable: Provide an overarching timeline for the campaign, including suggested pledge timing, to give donors a clear picture of the campaign’s roadmap.

As you write your Case for Support, you’ll also want to be sure to write in the right way.  

  • Focus on Community Impact, Not Institutional Needs: Keep the emphasis on how your work benefits others, addressing donors’ desire to make a difference.
  • Write to Inspire, Not Just Inform: Fundraising writing should inspire and motivate, conveying urgency and excitement.
  • Emphasize Donor Value: Show donors they’re crucial to the campaign’s success. People give to people and causes they believe in, not just institutions.

Do all this right and you’ll take a huge step towards building your strongest case… and earning your most generous support from your donors.

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