Certified Fund Raising Executive (CFRE) Practice Test

Which document is crucial for securing support for nonprofit organizations?

1. Annual report

2. Case statement

3. Strategic plan

4. Brochure

The correct answer is: Case statement

The case statement is crucial for securing support for nonprofit organizations because it serves as a comprehensive and persuasive tool that articulates the organization's mission, goals, and needs clearly. This document communicates the specific reasons why donors and supporters should contribute to the organization, detailing the impact of their support and the critical issues that the nonprofit aims to address. A well-crafted case statement not only highlights the organization's achievements but also outlines future plans and aspirations, creating an emotional connection that can inspire potential supporters to take action. While annual reports, strategic plans, and brochures provide valuable information about the organization, they serve different purposes. Annual reports primarily focus on performance and accountability to stakeholders, reflecting past activities and financial standings. Strategic plans provide a roadmap for the organization's future but may not be as compelling when it comes to immediate fundraising efforts. Brochures, although useful for marketing and outreach, often lack the depth and persuasive narrative found in a case statement, which is specifically designed to drive fundraising initiatives and engage potential supporters with a strong call to action.