Making the Case
With High-Impact Proposals
Development Communications &
Marketing
January 26, 2010
Topics
Introduction
Looks Matter
A Simple Strategy
Proposal Toolkit Highlights
First Things First
Resources
Tools of the Craft
Free-form!
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Introduction
“You and I are in the vision business.”
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Introduction
“If there is a common denominator in successful
appeals, it is this: they always, always, focus on
securing the well being of living things -– human,
animal and ecological.
Remember this one fact and your letters and
proposals will home in on the well-spring of
caring running deep in us all.”
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A Simple Strategy
Why Us?
Why Now?
Why You?
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A Simple Strategy
Why Us?
It’s not what you do. It’s why.
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A Simple Strategy
Why Us?
If we were to go away tomorrow,
what would go away
that’s of real value to the world?
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A Simple Strategy
Why Us?
Spark the donor’s interest
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A Simple Strategy
Why Now?
The Tao of Now
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A Simple Strategy
Why You?
“The heart hath its reasons which reason
knoweth not.”
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A Simple Strategy
Why You?
A mental checklist:
Donor-centric?
Psychology-based?
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First Things First
Where to start: know your audience
Gift basics +
Donor passions =
Perfect match
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Tools of the Craft
A
I
D
A
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Tools of the Craft
Preparing the canvas
Establish the need, tapping in to donor’s passion
Explain how the organization is ideally suited to solve it
Illustrate how the donor will be a valuable partner
Pinpoint the gift’s ultimate impact to beneficiaries
Burnish the donor’s charitable legacy
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Tools of the Craft
Painting the picture
Cover letter
Org’s qualifications
Executive summary
Stewardship
Statement of need
The ask
Project description
Conclusion
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Tools of the Craft
Painting the picture
Writing by committee
is hazardous to your health
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Tools of the Craft
Painting the picture
Clarity
Brevity
Accuracy
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Tools of the Craft
“Just do it.”
Nike corporate slogan
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Tools of the Craft
“While an occasional disinclination to exercise
is exhibited by all age cohorts, the likelihood
of positive health outcomes makes even mildly
strenuous physical activity all the more
imperative.”
Nike corporate slogan rewritten by non-profit
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Looks Matter
Finishing touches
Design for success
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Looks Matter
Bruin Scholars Initiative
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Looks Matter
Finishing touches
Reader-friendly tools
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Looks Matter
Custom Proposal (before)
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Looks Matter
Custom Proposal (after)
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Proposal Toolkit Highlights
www.proposals.support.ucla.edu
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Resources
fdncenter.org
factfinder.census.gov
writing911.com
CIA.gov/CIA/publications/factbook
urbandictionary.com
pewinternet.org: Internet
infoplease.com
Research: Pew Internet and American
“Writing for a Good Cause:
Life Project
The Complete Guide to
Benchmarking Analysis
Crafting Proposals and Other
Persuasive Pieces for
Nonprofits”; J. and D. Barbato
targetanalysis.com: Internet Giving
“Differentiate or Die: Survival in Our
Era of Killer Competition”; Jack Trout
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Free-form
What else?
Questions? Answers? Challenges?
Trouble shooting?
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Thank you!
Call: 310.794-2380
Write: cchaillie@support.ucla.edu
Stop by: Wilshire Center, Suite 1000
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