Certified Fund Raising Executive (CFRE) Practice Test

In fundraising, what is meant by the term "case statement"?

1. A legal requirement for tax-exempt status

2. A document detailing the organization’s history and mission

3. A persuasive tool often used in fundraising

4. A summary of board meeting discussions

The correct answer is: A persuasive tool often used in fundraising

In fundraising, the term "case statement" refers to a persuasive tool often used to articulate the reasons for supporting an organization, project, or initiative. It is designed to convince potential donors of the value and importance of the campaign at hand. A well-crafted case statement makes a compelling argument by outlining the needs of the organization, the impact of contributions, and the importance of the mission, ultimately motivating individuals and entities to contribute. The effectiveness of a case statement lies in its ability to connect emotionally with prospective donors, helping them understand how their support can make a significant difference. It typically encompasses elements such as the organization's goals, how funds will be used, and the potential outcomes of the fundraising efforts. The focus is on persuasion and engagement rather than mere information-sharing. While it may incorporate aspects related to the organization’s history and mission, or possibly align with legal or procedural documents, the primary purpose of a case statement is to serve as a dynamic communication tool that compels action from potential supporters.