How to Write a "3-D Case for Support"

How to Write A "3-D Case for Support"

Picture of Megan Simmons

Megan Simmons

Senior Consultant

The case for support is one of your most essential tools for any campaign or major fundraising initiative. It becomes your primary source for all messages and materials: from talking points and presentations to brochures or website copy. A strong case does two things simultaneously. 

First, it delivers the core information that donors need to understand and engage with your campaignWhat’s the situation? Why is now the right time to pursue this idea? What is your vision and roadmap for getting there? What will be the impact? Why should donors trust you? And what are donors being asked to do?  

But facts on their own rarely move donorsThat’s why the second dimension is the positioning woven throughout the narrative: the strategic choices that shape how you tell your story, and how donors experience it. Are you leading with an emotional hook? Are you showing your donors how they can achieve real change? Are you sharing stories and resonant outcomes? 

In other words, an effective case for support works like a pair of 3-D glasses. Think of the information as the red lens, and the positioning as the blue lens. Without both, the case falls flat. But when content and storytelling work together, the case gains depth and dimension. It comes alive! 

Core Information
  • What’s the context? 
  • Why is now the right time for this effort? 
  • What’s your vision and plan to get there? 
  • When donors invest, what’s the impact? 
  • Why should donors trust you? 
  • What are donors being asked to do? 
  • What data, stories, and testimonials can you share? 
Positioning
  • Lead with the cause, not the institution  
  • Confer insider status 
  • Use social norming 
  • Emphasize vision, not a laundry list of needs 
  • Make the donor the agent of change 
  • Tailor the messages of the case to the specific donor you are
    meeting with
     
  • Collect and share resonant stories

Below, we will use a fictional, abbreviated case for support to illustrate both lenses. Welcome to the world of ABC Children’s Museum, a cultural institution seeking to expand access and ensure every child in their community experiences the joy and power of learning through play 

Core Information Lens
Positioning Lens

Sources