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Creating a Visual Case for Support

Episode #295

Do you have a written “Case for Support”?

Here’s how you can create one that’s only one page, and easy to understand and use.  This is a terrific tool for helping board members and staff articulate the “case” for your nonprofit organization.

In the video, Tammy Zonker takes you through creating a visual case for support.  She has included a PDF that has a sample, a template, and instructions to help you create your own visual case for support.  To download the PDF, click the PDF image below (7mb):

pdf-download-100

Come meet Tammy.
She’s presenting at this year’s
Nonprofit Storytelling Conference
click here
. 

If you have a story or any advice to share around creating a “Case for Support”, please share it in a comment box below the video. Thanks.

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Comments

  1. Chris Davenport says

    May 4, 2015 at 1:26 am

    If you have a story or any advice to share around creating a “Case for Support”, please share it in a comment box. Thanks. 🙂

    Reply
  2. Heather Bryant says

    May 4, 2015 at 7:23 am

    When does she use this placemat case for support?

    Reply
    • Tammy Zonker says

      May 4, 2015 at 12:45 pm

      @HeatherByrant Hi Heather – we used this case for support placemat when making visits with major donors, corporate leaders, campaign cabinet recruitment visits – anytime we wanted to engage people to invest various resources (time, expertise, money, etc.) Of course, the blank template on the reverse side of the placemat is a training tool. The “live” version provided stewardship data to give updates on each of the four initiatives and the overall “promise” or “big, hairy, audacious goal.” It was updated quarterly. Hope that helps!

      Reply
      • Chuck Sheketoff says

        September 29, 2015 at 4:39 pm

        what is on the back side of the placemat? can you make a pdf of both sides available?

        Reply
  3. Erin M. Schadt says

    May 4, 2015 at 2:18 pm

    What a great tool — thank you for the video and for sharing the PDF! Having tangible pieces like this for board members and staff are invaluable.

    Reply
    • Tammy Zonker says

      May 9, 2015 at 6:10 am

      Thanks Erin – I’m happy you received value in the placemat.
      Keep me posted on your progress!
      Tammy

      Reply
  4. Debby Warren says

    May 7, 2015 at 4:03 am

    Thanks for PDF and video. I will be using these at our Board meeting next week. The resources are timely as we move towards increased mandate and strive to inform/engage the communities we serve.

    Reply
  5. Jessamyn says

    May 7, 2015 at 10:11 am

    Loved the video, but have a couple of questions:

    1) Where does the ‘Why Now’ come into play on the finished place-mat?
    2) The ven diagram graphic in the center is very specific to the United Way…what should be here for another organization?

    Thanks!

    Reply
    • Tammy Zonker says

      May 9, 2015 at 6:08 am

      @Jessamyn, thanks for your questions. As Detroit emerges from bankruptcy, the “why now” is rather implied and emphasized in the dialogue between fundraiser and donor prospect. You may choose to make it more apparent as you design your placemat messaging. For example, I’ve worked with Arts organizations that connect the arts to education and attracting new businesses to their community.

      Regarding the ven diagram, again very customizable. I work with an amazing organization in North Dakota who is working to eliminate violence (domestic, community, school-based, etc.) Their graphic is two triangles side-by-side:

      Pyramid #1) Their work TODAY: 90% response to violence (bottom up on pyramid) 10% violence prevention through education
      Pyramid #2) Their future work/desired state/promise/BHAG (inverted pyramid) 90% violence prevention / 10% response to violence

      Hope this helps- and best wishes to you!
      Tammy

      Reply
      • Sandy Pon says

        September 29, 2015 at 6:57 am

        THANKS for this Today vs Future pyramid example, and for your video and PDF template. Love the idea of a visual case for support placemat since no one reads anymore!

        Reply

Trackbacks

  1. A Visual Case for Support | just a fool for nonprofit fundraising says:
    September 29, 2015 at 9:00 am

    […] am excited about Tamy Zonker’s “Creating a Visual Case for Support Video” through Movie Mondays – not only does it come with a handy PDF, but it reviews what a case […]

    Reply

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