The Case for Support Workbook
Write a case for support your donors will follow.
A free workbook from TRANSCEND Advancement.
Most cases for support are full of true, warm, well-designed information that never adds up to a reason to give. This free workbook helps you build the argument in the order a donor needs it, then test it with real donors before you spend a dollar on design.
It’s the same sequence we use with clients, set out as worksheets you can fill in this week. When you download it, we’ll email you the workbook right away, followed by three short notes from Mary-Ellen over the next two weeks on putting it to use.
What’s inside
- A case for support outline worksheet with prompts for every section, from the need to the invitation, plus a read-aloud check
- A donor interview guide for testing your draft with five to ten people, including a sample invitation, the five questions, and what to listen for
- An impact report template that reports back on the case you made, with formats for small budgets
- An appeal letter checklist for turning the case into one letter with one person, one story, and one ask
Get the workbook
Need this toolkit in another format, such as plain text or a Word file? Email info@transcendadvancement.com and we’ll send it.