In our 70+ years of experience as advancement consultants, those institutions who have worked on creating a case statement for their annual fund have more clarity and confidence in their development plans than those without one. Yet it can be difficult to know how to build a case statement that is clear, concise, specific to your annual fund, and truly highlights what makes your institution special.
Annual fund case statements can help articulate your institution’s programs and goals and why you’re valuable to society. They can also focus your team on future planning and how the annual fund lives into your mission and vision. And they can motivate donors and volunteers to be part of your institution’s efforts to impact the future of your organization.
In this webinar, presented by Kent Huyser of Gonser Gerber, we will discuss the reasons why the annual fund case statement is so effective, take a look at an example of an annual fund case statement, and plot the ways to create and share your own effectively and efficiently.
Topics we will cover include:
- What is a case statement?
- How the annual fund case statement is different from the campaign case statement
- The process of building your annual fund case statement
- How to use your new case statement
- When to refresh or redo it
On Demand Details: After your registration, you will receive a copy of the power point presentation as well as a copy of the recording. (Please allow at least 48 business hours to receive your materials.) You will be able to share these materials with your entire team, including volunteers, and review the recording as many times as you need.
Who Should Attend
This webinar is open to anyone in development and advancement who would like to learn more about an annual fund case statement, including directors, managers, or gift officers. We also welcome members of your team who may support your work in creating this piece, include marketing and writing partners, volunteers, or department staff.
Kent Huyser, Senior Consultant at Gonser Gerber, has more than 17 years of experience in non-profit and advancement leadership. Prior to joining Gonser Gerber, he worked in Advancement leadership positions in three different institutions of higher education in the Kansas City metropolitan area (William Jewell College, University of Missouri-Kansas City, and Metropolitan Community College, Kansas City).