Certified Fund Raising Executive (CFRE) Practice Test

What is a primary consideration organizations should take into account before creating a case statement?

1. Design and writing process

2. Anticipated use of the case statement

3. Target demographic for outreach

4. Expected funding sources

The correct answer is: Anticipated use of the case statement

Before creating a case statement, organizations should primarily consider the anticipated use of the case statement. Understanding how the case statement will be utilized is essential for tailoring its content and focus to meet specific goals. A well-defined purpose drives the message and ensures alignment with organizational objectives, whether it's for fundraising, awareness, or advocacy. When organizations clarify the anticipated use, they can craft a more compelling narrative that resonates with stakeholders and supports the intended outcomes. This clarity guides not only the overall structure of the case statement but also influences which data, testimonials, and success stories should be included to enhance its effectiveness. Although other factors like the design and writing process, target demographic for outreach, and expected funding sources are important, they come into play after the purpose of the case statement has been established. The primary consideration allows organizations to prioritize their messaging and strategize effectively to achieve their goals.