The Intentional Fundraiser Podcast

Your 2026 Case for Transformational Gifts

28 snips
Feb 24, 2026
They explore why many fundraising cases feel stuck in the past and list five red flags that turn donors off. Learn the five core elements of a modern case: problem, vision, path, proof, and invitation. Practical tactics include crafting time-bound visions, concise paths, tailored addenda, using AI for personalization, and pressure-testing drafts with trusted supporters.
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ADVICE

Use The Five Element Case Backbone

  • Structure your case around problem, vision, path, proof, and invitation to inspire six- and seven-figure gifts.
  • Tammy gives concrete phrasing examples: human problem data, time-bound vision by 2027, concise path, track-record proof, and a relational invitation.
ADVICE

Explain The Path Without Operational Overload

  • Show a clear path without drowning donors in operational details.
  • Example: expand career coaching, build employer partnerships, launch a mentoring platform, and invest in data systems to track students in real time.
ADVICE

Use Specific Proof To Build Credibility

  • Provide proof to reassure donors you can scale impact.
  • Tammy uses a metric: 92% graduation in program vs. 68% citywide and 400+ paid internships as concrete proof points.
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