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How to tailor your case for support

Learn how to adapt your case so it’s appropriate for different audiences and channels.
  • Author: Creative Australia

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Why tailor your case for support? 

Tailoring your case makes it relevant and compelling, regardless of who you’re speaking to and how you’re reaching them.  

Your case for support should have a clear and consistent core message. But how you communicate this should be adapted based on: 

  • your audience: different audiences have different motivations, priorities and interests  
  • the channel: different channels require different levels of detail, storytelling methods and formality and tone.  

 

Adapt your case for different audiences  

Always keep your audience top of mind. Adapt your tone and language to match who you’re speaking to. 

For public audiences 

When communicating with the public, through appeals, newsletters, social media and other public-facing communications, keep your case clear, simple and engaging. Use stories as examples and first-person testimonials from artists, audiences or participants. This builds emotional connection and trust. 

For individual donors  

Tailor your case based on what you know about the person, including their interest, motivations and connection to your work. Focus on shared values and impact. Highlight how their support makes real change possible.  

For trusts and foundations  

Show how your work aligns with their funding and impact priorities. Be clear about the need, what you plan to do, the difference their support will make.  

For businesses 

Focus on shared goals, priorities and values, using the business’s own terminology where relevant. Show how your work aligns with their business needs and explain the value a partnership could create. 

 

Adapt your case for different channels 

There are different ways to present the core messages in your case for support. Tailor these based on the way you’re reaching people.  

For in-person 

In-person conversations are particularly effective when you want to build trust, understand what matters to someone, have a more personal conversation about giving. 

  • Use your creativity to bring your story to life. 
  • Make people feel something. Connect emotionally before explaining logically. 
  • Use verbal and non-verbal communication. Passion and authenticity matter more than polish. 
  • Focus on storytelling. What’s the big picture, the narrative arc, the emotional heart? 

 

For phone calls 

Phone calls are useful for one-to-one conversations, particularly if you can’t meet in person or when you are following up, building a relationship, or discussing a particular gift. 

  • Be clear about why you’re calling and what you want to discuss.  
  • Be open, curious, empathetic and enthusiastic. This helps the conversations feel more natural and builds trust. 
  • Ask questions and listen for what matters.  
  • Thank them for their time. 

Using phone calls to engage donors

Learn how targeted phone conversations can help you stay connected and strengthen giving relationships. 

Introduction to financial management

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Get an overview of the topics covered in our Board Financial Fluency webinar series and learn about the board's role in financial management.

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9 minutes: 36 seconds

For videos 

A short, authentic video can be a powerful way to share your case for support widely, particularly for independent artists or when you can’t meet potential donors in person.  

  • Speak directly to the camera. Be warm, genuine and confident. 
  • Outline your work or project clearly and make a simple, heartfelt ask. 
  • Keep the video length under 3 minutes. 
  • Shoot a vertical video and a horizontal video. Vertical is better for social media. Horizontal is better for your website or mainstream media. 
  • Don’t focus on production value, focus on connection. People give because they believe in your mission and trust your purpose. 

 

For printed materials 

Printed materials work well when people need more information to consider, keep, or share with a partner, family member or others involved in a giving decision.  

  • Lead with your strongest message.  
  • Make it easy to scan. Use clear headings, short sections and plenty of white space.  
  • Use strong images to bring your case to life.  
  • Keep the design consistent with your brand. Use colour, typography and layout to support the case, not distract from it. 
  • Highlight key stories, testimonials and facts so important messages stand out.  
  • Make the next step clear. Tell people how to give, get involved or continue the conversation.  
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