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Case Statements and How They Can Be Your Best Friend in Fundraising

What is a case statement (or a case for support), why is it so important, and why don’t more nonprofit organizations have one? These are all good questions and I’ll share answers and examples of information to include in this document.

The terms “case statement” and “case for support” have been used interchangeably for so long that there is no longer a distinguishable difference between the two. I like to use the term case statement. Whatever you call it, this document is the foundational, internal document for all campaigns and communications. A solid case statement keeps everyone on the same page. This document starts with your why.

A well-written, thorough case statement will take the valuable time of the busiest people in an organization: the executive director, the program director and the development director. Oftentimes an organization will go through the process of writing a case statement for a capital campaign, but it is just as useful and important for annual giving efforts. This is primarily an internal document, but one that is the basis for all external communications, including your website and grant proposals.

A case statement contains all the basic information about your organization, such as:

· Your mission and vision statements

· The history of your organization

· What is the need for funding?

· Describe how this is a pressing need

· Speak to how your organization can address this need

· Detailed descriptions of your programs

· Outputs and outcomes

· Stories and testimonials

· Financial information

· Include a menu of financial support options

  • $100 provides 15 meals

  • $1,000 helps four children go to school

There are many books, articles and online resources that are helpful when writing a case statement, but it still takes a skilled writer to put it all together. If you don’t have the staff or time to create your own case statement, let me know. We are now offering this service to help focus your fundraising efforts and be prepared for success.


Michelle Crim, CFRE

Dynamic Development Strategies can help. We offer coaching and fundraising services for our nonprofit clients. We specialize in startup and smaller nonprofits because we understand your challenges. Please contact us for more information.

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