Creating a Case for Support

Problem: When a case for support is confusing or doesn't connect with donors' feelings, it can miss out on donations.

Solution: Make a clear and simple case by sharing facts, telling stories that touch hearts, and showing how each donor's help makes a real difference.

To create a case for support that truly resonates, blend emotional appeal with undeniable facts and keep a focus on the donor’s vision. Inspire, engage, and personalize your case, inviting donors not just to contribute, but to join a meaningful partnership that aligns with their own values and dreams. This approach goes beyond informing; it’s about building a connection that fulfills their aspirations.

Tools:

  • An outstanding case for support should:
    • Communicate a compelling vision that resonates emotionally.
    • Emphasize trust and transparency to build credibility.
    • Provide clear, donor-centered benefits, making the donor feel like a key part of the solution.
    • Create a personalized experience that responds to donors’ values and motivations.
  • Develop an Inspiring Opening Statement
    • Engage immediately: Use a powerful opening that speaks to the heart, emphasizing the urgency and potential impact of the donor's involvement. Opening lines should resonate deeply with the donor’s own values and aspirations.
    • Paint a vivid picture: Describe the problem or opportunity in specific, sensory language that helps the donor visualize the situation.
  • Center the Donor as the Hero (Donor Obsession)
    • Highlight their role in the mission: Frame the narrative to show donors that they are essential to achieving the mission. Describe what their support could accomplish and how they are integral to your organization’s vision.
    • Provide a sense of belonging: Reinforce the idea that by joining your cause, they become part of a special community working toward meaningful change. Emphasize shared values and the collective impact.
  • Showcase the Urgency and Scale of the Need
    • Define the problem clearly: Use relevant data to outline the scale and urgency of the issue. Present statistics or stories that contextualize the problem in a way that is emotionally accessible.
    • Communicate the consequences: Explain what will happen if the problem is not addressed, making it clear why action is needed now. This appeals to the donor’s desire to make a timely difference.
  • Offer a Clear Solution and Outline Specific Goals
    • Present a bold, achievable solution: Define a vision of success that is ambitious yet achievable. Break down the steps needed to get there and how the donor’s support will directly contribute to these milestones.
    • Create transparent goals: Clearly outline the goals of the project or campaign. Include specific, measurable outcomes that show exactly how donations will be used to create impact, which can reinforce donor trust.
  • Include a Transformative Story
    • Tell a story of change: Share a personal story that illustrates the potential impact of the donor's gift. Highlight an individual or community directly affected by your organization’s work, showing the journey from before your help to after.
    • Use relatable protagonists: Choose someone who reflects the people the organization serves and whose story exemplifies the broader problem. This allows donors to connect with the cause on a personal level.
  • Build Credibility and Trust with Evidence and Transparency
    • Highlight organizational expertise and history: Briefly cover your organization’s accomplishments and unique qualifications. Show donors they can trust you to deliver results.
    • Demonstrate impact with data and testimonials: Share past successes, impact metrics, and testimonials from beneficiaries or partner organizations to validate your claims and reassure donors that their investment will be used effectively.
  • Make the Case Donor-Centric
    • Speak directly to donor motivations: Frame the message around reasons donors give—such as making a difference, feeling a sense of duty, or leaving a legacy. Address these motivations throughout your case.
    • Use inclusive language: Address the donor as “you” rather than “we” or “our organization.” Make it clear that they are at the heart of this effort, and reinforce their role in every section.
  • Clarify How Donors Can Engage Beyond Giving
    • Offer various ways to participate: Describe other ways for donors to support the cause beyond their donation, such as volunteering, advocating, or sharing the mission with their network.
    • Emphasize donor recognition and involvement: Outline how donors will be kept informed and appreciated, such as through regular updates, special recognitions, or exclusive invitations to events. This enhances the sense of partnership.
  • Conclude with a Strong, Specific Call to Action
    • Make the ask clear and immediate: Be direct in asking for support, and specify exactly what you are asking of the donor (e.g., “Join us with a gift of $500 to provide immediate relief”).
    • Suggest giving levels linked to impact: Provide a few suggested giving levels and explain the tangible outcomes of each (e.g., “$100 provides meals for a family for a month”).
    • Create a sense of urgency: Re-emphasize why now is the time to act, using time-bound language that reflects the immediate need and reinforces urgency.
  • Design for Maximum Engagement
    • Use visually engaging elements: Include impactful images, clear headings, and ample white space. Ensure that visuals support the narrative and emotionally resonate.
    • Utilize different formats for accessibility: Consider digital and print versions to cater to various donor preferences and ensure that your message reaches a broader audience.

Expectations Map

Component
Prospect Donor Expectations
Ways to Exceed Expectations
Clarity of Mission and Vision
Understands the mission, values, and purpose of the organization or project.
Use clear, compelling language and visuals; provide an “elevator pitch” summary; include a video or infographic summarizing mission.
Alignment with Donor Values and Impact
Feels that the project aligns with their personal values and that their support will make a real difference.
Customize messaging based on known donor interests; offer examples of similar past projects and their outcomes.
Transparency and Credibility of Organization
Assured of the organization’s credibility, financial health, and ethical practices.
Share a breakdown of fund allocation; include third-party endorsements, ratings, or awards; provide financial transparency reports.
Clear Explanation of Funding Need
Understands why their financial support is needed and where it will go.
Break down funding needs by category; show the difference specific donation levels can make; create a funding “thermometer” visual.
Storytelling and Emotional Connection
Finds the case personally moving and can envision themselves helping create change.
Share a powerful story from a beneficiary; use vivid imagery and personal testimonials; offer interactive elements for deeper connection.
Outcome and Impact Measurement
Wants to know how outcomes will be measured and when results will be shared.
Provide a timeline with expected milestones; offer a pledge for regular updates on impact; share examples of past impact metrics.
Ease of Donation Process
Expects a smooth, secure, and user-friendly way to donate.
Offer multiple ways to donate (online, phone, etc.); have a single-click donation option; provide a quick response to donor queries.
Recognition and Stewardship
Anticipates respectful, appropriate acknowledgment of their support.
Offer personalized recognition options; provide impact reports or exclusive updates; create a donor appreciation event or gift.
Engagement Opportunities
Seeks opportunities for continued involvement with the cause.
Invite donors to exclusive project updates, volunteer days, or events; create an ambassador program for dedicated supporters.
Timeliness and Urgency of the Appeal
Wants to know why their support is needed now.
Include a clear call-to-action with a deadline; explain why timing matters; link support to an urgent milestone or matching offer.
Social Proof and Testimonials
Looks for assurance that others support the cause as well.
Share quotes from other donors or influential figures; highlight past successful fundraising; display real-time donor progress.
Sustainability and Long-term Vision
Hopes the organization has a sustainable plan and a future vision.
Include a strategic plan; show how this project fits into a broader, long-term mission; share projections for the project’s impact.
Accessibility and Inclusivity of the Cause
Expects the project to be accessible and inclusive of diverse communities.
Describe inclusive practices; share efforts to reach underserved groups; invite donors to join inclusivity initiatives or programs.