A document that articulates, in a succinct and compelling manner, what a department, school or program hopes to achieve in the coming months or years, what resources are needed and how philanthropy will make a difference. Case statements are usually written for a targeted fundraising initiative, often called a “campaign” or “capital campaign.” They may cover the whole University, an entire school/college or an individual program/ department/ project.
A visual representation of the number of gifts required at specific levels of support to result in a successful campaign. These models illustrate the idea that a small group of lead and major gift donors are needed to support a fundraising campaign if it is going to be successful.
A strategy to move a unit’s development program toward desired goals. It makes the case for how campaign goals can be met. Most include an overview of a unit or program’s strengths, weaknesses, opportunities and threats, as well as potential philanthropic funding sources and how prospective givers will be engaged.
The way to ensure interested parties are aware that a campaign is underway. It often is used to keep donors and potential donors informed of the campaign progress as well as unmet needs.