Part III: #1 Fundraising Tool, Your Professional Case Statement

Writing Your Success Stories, Goals, How You Can Help, and Credibility Text Box

Your case statement is almost ready!  In my previous two posts, you learned how to write your Did You Know, Mission, Vision and Unique Approach Sections. Now I will show you have to complete your case statement through writing a compelling success story, articulating specific and measurable goals, how people can help your organization and what you need to include in your credibility text box located on the left hand side of your page.

Section #5 – Success Stories 

The purpose of your professional case statement is to inspire people to want to help.  Nothing inspires people more than bringing your mission to life through stories.  Your case statement should include at least one success story that illustrates the magic of your unique approach.  The formula for an effective success story is:  What was the situation or challenges before this person came to your school or organization + What happened at your school or organization + What does the future look like now and what are the person’s goals after benefiting by your organization’s mission. 

Example – SOS Center  www.soscenterinc.org

“I dropped out of school when I was in the 10^th grade.  By 16, I was pregnant and married.  I raised two children who finished school and some college.  I took care of my grandchildren so that my children could work. I’ve been a housekeeper for over 20 years.

Now I find myself at 52, divorced and no more children to care for.  One day I passed the SOS Center and saw a sign on the lawn, Free GED Classes.  I went in and signed up.  I’ve been going to the classes three days a week, for a year.  The classes are not easy; I can’t tell you how many times I’ve wanted to just give up, but I keep coming back because I’m doing this for me, and I want a victory!

I’m so grateful for this lab; I have this opportunity to achieve something that I passed up a long time ago.  I’m sure everyone here feels the same way.  Thank you for your continued support of the lab.”

Darlene has since earned her GED in June 2011.  But the big news is that she scored a perfect 800 on her Reading Test where a score of 410 is all that is required to pass!

Example – Mt. Lebanon Lutheran School 

Twins, Miguel and Tito, came to Mt. Lebanon for 4^th grade barely reading at a 2^nd grade level, way behind in math and not engaged in school.  Being premature babies, tragically, their family was told not to expect high academic success.  Immersed in a culture of high expectations and nurturing support they needed from teachers, today in 8^th grade, Miquel and Tito are internally motivated to succeed, and Tito will make the honor role this quarter.  Miguel and Tito plan to attend WI Lutheran H.S.

Example – Victory Christian Academy  www.vcaschool.org

Naomi arrived at VCA in 4^th grade illiterate and with severe discipline and emotional issues.  A well mannered and respected student of her peers and teachers, as well as scoring proficient in reading, language arts, math, science and social studies (WKCE 2009), she will graduate in just a few days and attend WI Lutheran High School.  Naomi plans to study criminal justice. 

Section #6 – Achievements

I’m always surprised at how difficult it is for nonprofits and schools to identify their successes and accomplishments.  They are always focused on doing a better job, which is a good thing, but people want to support an organization that has shown it can be successful.  It doesn’t matter if you’re not as far along as you would like.  Share your successes to get people excited about what your organization is capable of.   Here are some examples of client successes.

Example – Day Care Services for Children, Inc. – www.daycareservicesforchildren.com

• Ninety percent of our children are determined to be  “ready for school” according to the Chicago Early Assessment and child developmental assessment administered five times during the school year.

• Collaborate with more than 60 partners, including physicians, nurse practitioners, dentists and the Milwaukee Health Department to provide immunizations, physical and dental exams and support services to 100% of our children at our sites. 

• Staff people are among the most qualified in the field. One Hundred percent of center managers and administrative staff have bachelor’s degrees; more than 70% have associate degrees, and of that 40% are working toward bachelor’s degrees; one-third have worked at DCSC for more than 15 years.

Example – Connecting Youth, Inc. 

§  Served more than 150 young men since founding in 2002.

§  99% of these men successfully achieved their program goals and were reunited with their families.

§  Tens of young men continue their relationship with our staff, reporting education and employment success and seeking guidance in overcoming challenges

§  100% of staff people have at least three years experience working with at-risk youth, are enrolled in the Youth Professional Development Program (School of Continuing Education at UW-Milwaukee) and complete 50 continuing education hours yearly.

Example – A2 Charter and Jackson Elementary Schools 

• Jackson’s Magic Tree House Reading Center Project featured on the August of 2008 cover of “Teaching Today” magazine.
• 2008 Recipient of Sheboygan County Green Scene Grant Award.
• Known for strong education programming and extensive free-of-charge after-school enrichment activities.  Only elementary school in the Sheboygan Area School District with a student-run newspaper and Yearbook Club.
• 98% parent and student satisfaction for 2007-2008 school year.

Section #7 – Goals

Remember the formula for sustainability through effective community engagement?  Story + Direction + Strategic Relationship Cultivation.  Direction means being clear about what your organization needs and how people can help.  Everyone inside your building plus your ambassadors must be able to articulate your top three priorities when it comes to recourses.  If not, you will surely miss some opportunities when someone at the next cocktail party says, “How can I help?”  Some client examples.

Example – TBEY (Tessas’ Black Entertainment & Youth Center)  www.tbey.org

 

• Provide a $3,000 annual stipend to every instructor, totaling $60,000.
• Increase our scholarship fund by $14,400 to allow 40 additional students to attend TBEY.
• Grow annual revenue to $200,000 in 2012/2013.

Example – Wauwatosa School of the Trades

• Educate the public about trades as a true profession and trades unions as community partners
• Increase enrollment by 60% by eventually adding freshman and sophomore classes
• Increase trades instructor  teaching days by 20 – $15,000
• Recruit Co-op Placement Partners to provide more opportunities to work while in school
• Transportation for students to trades training centers - $5,000
• Library renovation including trades books and journals and full library- $10,000
• Consumable materials and technology upgrades annually - $15,000
• CAD program and the training certification for teachers to teach it - $7,000

Section #8 – How You Can Help

When people finish skimming your case statement and they become inspired, they should know exactly what they can do to help.  This section should contain specific items that people can help with immediately.  Here are some client examples.

Example – Divine Savior Academy – www.divinesavioracademy.com 

• Visit!  Tour our school and witness excellent education and student success in person.
• Donate!  Help expand our science and music programs. 
• Serve!  Contribute your talents by joining our Marketing or Fund Development Committees.
• Sponsor!  Connect with our students, families, faculty and supporters by sponsoring one of our events, like Winter Festival or one of our Parent Sharing Nights.

Example – Shiocton International Leadership Academy

§  Visit!  See hands-on learning and global awareness in action.

§  Give!  Your time, money and talent can make a huge difference.

§  Volunteer!  Offer your home to a foreign exchange student. 

Example – BHK Child Development Board  www.bhkfirst.org

• AmeriCorps: Make a difference by serving in a school, child care center or community agency in the western Upper Peninsula and receive a $12,700 living allowance and a $4,725 education award for one year of service. For more information contact Chrissy Karry at (906) 482-3663.

• Volunteer: Assist in the classroom, extend school activities at home, participate in home visits, be a bus monitor, attend parent meetings or share your talents and gifts in other ways.  For more information contact Lisa Schmierer at (906) 482-3663.

• Donate: The BHK Foundation was founded in 2006 by community leaders and parents to meet the need for excellent early childhood programs and educational support in our community.  Your gift will directly support local children's services and scholarships for area students. Please send your tax deductible contribution to: BHK Foundation, 700 Park Avenue, Houghton, MI 49931.

Section #9 – Credibility Text Box 

Your case statement should include a text box on the left side of the front page, which lists the leadership, board members, major donors and supporters and contact information.  People like to see what other people they respect are supporting.  For example, if you have received a grant from the Walton Family Foundation, that fact adds credibility to your case for a lot of potential supporters.  

You are now finished!  Make sure you present this document to your organization’s board for feedback, input and agreement.  Once approved it is time to put this document in the hands of as many people as possible so that they in turn learn how to speak of your organization, just as I described in the first posting of this series. 

If you would like to see examples of some case statements, please email me at Deborah@alineaconnect.com.

I look forward to hearing from you!