Case Statement


Your mission, should you choose to accept it…


We are mixing it up this month! Our email marketing series is being paused until June so we can get expert guidance on creating a case statement from Lori Kranczer, a legacy giving expert.
🔴 Before I get ahead of myself, you probably have some questions-
1️⃣ What is legacy giving?
Legacy giving is when a donor leaves your organization money, stocks, or property in their will or makes you a beneficiary of their insurance policy.
2️⃣ What is a case statement?
A case statement is a core document that lays out to a donor why giving to you is a good investment. Case statements are used in grant writing, major gifts, and legacy giving most often.
3️⃣ Should I be thinking about this?
For legacy giving, Lori recommends having a donor list of 1,500+ donors for a full-blown program. A small program can be successful with a donor list of 600. If you don’t have 600 donors, a case statement can be useful to think through how your organization is a good investment. Parts of the case statement can be used in donor communications such as email newsletters, brochures, and social media posts.
4️⃣ Why isn’t Alesha teaching this?
I want you to have the very best information and teachers. Sometimes that means getting out of the way and letting someone else teach you. Lori is a non-practicing attorney with 30 years of experience helping nonprofits set up their legacy giving program. Her workshop has taught hundreds of nonprofit professionals how to write a case statement. She has the knowledge and experience to help you get the very best results.

The Game Plan

Lori has a workshop on writing case statements and we will be participating. It’s happening May 10th- 14th. Here is the schedule:
👉🏻 Session 1: Why your legacy giving case statement propels your development program 
Monday, May 10th @ 1:00 pm ET [10:00 am PT; 12:00 pm CT)
👉🏻 Session 2: What you need to make your case statement unforgettable
Tuesday, May 11th @ 1:00 pm ET [10:00 am PT; 12:00 pm CT]
👉🏻 Session 3: The foolproof way to draft
Wednesday, May 12th @ 1:00 pm ET [10:00 am PT; 12:00 pm CT]
👉🏻 Session 4: Drafting it with ease
Thursday, May 13th @ 1:00 pm ET [10:00 am PT; 12:00 pm CT]
👉🏻 Session 5: How to use your case statement to get more gifts.
Friday, May 14th @1:00 pm ET [10:00 am PT; 12:00 pm CT]
👉🏻 Each session is about 30 minutes and signing up gets you the replay so you can work through the material if you need a more convenient time during that day. Please note: the sessions will go away after the workshop is completed so make sure you are carving out time each day.
👉🏻 Lori has also agreed to get on a Zoom call with us after the workshop to address our specific questions. Time to be determined.
👉🏻 During Implementation Week, I will be hosting a Zoom accountability group so we can put the case statement together or get it in tip-top shape. I’ll post a poll in the Facebook group to see the availability of the majority.

What you actually need to do:

❗️Action Items:
🟢 Before May 10th, sign up for Lori’s workshop at the link below. 👇🏻 If you have a staff member, Board member, or volunteer you would like to be involved in the process, have them sign up too.
🟢 Print the workbook for the workshop. There’s good stuff in there.
🟢 Show up every day and do the work.

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