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Exercises and Worksheets | |
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Preface | |
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The Author | |
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Introducing the Case for Support | |
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Key Terms | |
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The Case and the Cause | |
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Case Statement | |
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Case Expression | |
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Case Resources | |
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External and Internal Cases | |
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Mission, Goals, and Objectives | |
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The Case and the Fund Raising Cycle | |
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The Fund Raising Cycle | |
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Examine the Case in Step 1 | |
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Make the Case the Cycle Bedrock | |
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Determine Who Develops and Reviews the Case | |
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Case Components | |
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Mission Statement | |
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Examples of Mission Statements | |
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Identifying Organizational Values | |
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Reviewing Your Mission Statement | |
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Goals | |
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Examples of Goals | |
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Goals Compared to Mission | |
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Program-Related Goals | |
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Fund Raising Goals | |
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Writing and Reviewing Goals | |
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Objectives | |
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Examples of Objectives | |
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Objectives Compared to Goals | |
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Examples of Goals with Objectives | |
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Writing and Reviewing Objectives | |
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Programs and Services | |
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Using Stories | |
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Identifying Who Benefits | |
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Collecting Testimonials | |
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Enhancing and Reviewing Program Descriptions | |
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Finances | |
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Showing the Costs of Mission Fulfillment | |
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Presenting the Information | |
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Justifying the Need | |
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Examples of Financial Presentations | |
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Preparing and Reviewing Presentations | |
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Governance | |
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Selection of Board Members | |
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Board Representation | |
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Board Member Strengths | |
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Board Functioning and Structure | |
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Board Evaluation | |
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Information About Members and Advisers | |
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Reviewing Governance Information | |
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Staffing | |
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Credentials and Qualifications | |
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The Organization Chart | |
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Identifying and Reviewing Staffing Information | |
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Service Delivery | |
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Providing Basic Access | |
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Offering Superior Service | |
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Describing and Reviewing Service Delivery | |
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Planning and Evaluation | |
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Short-Term Fund Raising Plans | |
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Long-Term Fund Raising Plans | |
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Evaluation | |
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Reviewing Fund Raising Plans and Evaluation Processes | |
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History | |
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The Place of History in the Case | |
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A Focus on People | |
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Writing and Reviewing a History | |
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Component Checklist | |
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Putting the Case to Work | |
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Testing the Completed Case | |
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From Internal Case to External Case | |
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Case Qualities That Stimulate Donors | |
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Matching Case Expressions to Donors | |
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Reviewing Your Case Expressions | |
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Annual Review of the Case | |
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Answering Critical Questions Every Year | |
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Identifying Why Donors Should Give | |
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Conducting an Annual Review | |
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Moving Forward with the Case | |
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Leading the Effort | |
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Assembling the Case Resources File | |
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Developing and Testing the Case | |
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Recognizing All the Case Functions | |
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Reviewing and Revalidating the Case | |
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Resources | |
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Sample Case File | |
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Our Neighborhood Development Corporation | |
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Sample Case Expressions | |
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The Case for Renovating the Abbey Church | |
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Letter Sent to "Insiders" During Renovation | |
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Text of Regional Benefactors Dinner Talk | |
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Newsletter Article Detailing Renovation Plans | |
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Appeal Letter Sent to Summer Session Alumni | |
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Appeal Letter Sent to Friends | |
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Brochure Included with Appeal Letters | |
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Press Release Announcing a Large Gift by an Individual | |
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Appeal Letter to Donor Recognition Group | |
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Mailing Describing Changes in Donor Recognition Group | |
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Honor Roll of Donors | |