CFRE Exam: Securing the Gift With
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EUNICE
[COMPANY NAME] [Company address]
, Where should the ideas of the case statement come from? - ANSWERS:Mission
Statement and Strategic Plan
Who should be involved in creating the case statement? - ANSWERS:Volunteers and
staff
What are the three components of the case? - ANSWERS:Purpose: show organization
mission/purpose, shows how new programs benefit, shows organization impact on the
community
Content: outlines key information about org like mission, goals, governance budget,
staff competence facilities, etc.
Focus: unrestricted support, restricted gifts for operations and/or restricted gifts for
special needs
What happens after the institutional case is created? - ANSWERS:-smaller case
statements evolve
--some for unrestricted support, some for capital campaigns and major gifts, some for
special needs or planned giving.
--segmented for a variety of constituent groups - major donors, regular donors, etc.
-serves as the basis for websites, brochures, foundation proposals, appeal letters, press
releases, newsletter articles, speeches and all communications.
What is the definition of a case statement? - ANSWERS:A written version of the case
for a specific constituency or campaign, derived from the organization's case
What are the components of a case statement? - ANSWERS:-Organization's objectives,
services
-how fundraising supports organization
-how the organization will remain "significantly" productive"
-Difference the donor's support will do
-What the organization will do to to improve/change
What are the five main uses of creating a case statement? - ANSWERS:Obtaining
consensus
Recruiting volunteer leadership.
Testing the market.
Telling the story.
Creating fundraising materials.
On what things are case statements evaluated? - ANSWERS:It has emotional and
rational appeal.
It shows proof that plan will work.
Clear and concise.
Uses graphs and charts
Reader oriented
Donor focused.
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