Certified Fund Raising Executive (CFRE) Practice Test

In preparing a case statement, which piece of information should be included first?

1. Financial projections

2. Community needs assessment

3. Mission statement of the organization

4. List of board members

The correct answer is: Mission statement of the organization

Starting a case statement with the mission statement of the organization is essential as it serves as the foundation for the entire document. The mission statement succinctly articulates the organization's purpose, values, and overall goals. By placing this at the forefront, it establishes the context and rationale for why the organization exists and why the planned initiatives or programs are crucial. Following the mission statement, additional components like financial projections, community needs assessments, and lists of board members can be introduced to support and elaborate on the message and objectives outlined in the mission statement. However, without clearly stating the organization's mission first, readers may struggle to understand the significance of the supporting information and how it relates to the organization’s overarching goals. This prioritization ensures that every subsequent detail resonates back to the core mission, solidifying the logical flow and impact of the case statement.