Crafting the Case Statement

Answering the question “Why in the world would anyone want to give us money?”

Definition

“The case statement is a carefully prepared document that sets forth, in detail, the reasons why an organization needs – and merits financial support … In the context of “the case is bigger than the institution”, it documents its services, human resources, potential for greater services, current needs and future plans.” From the

Glossary of Fund Raising Terms

, a publication of AFP

In Short …

The CASE relates your compelling need to the charitable intent of the prospective donor in a way that makes the donation logical and attractive.

It is optimistic, rational, emotional, memorable and factual It must speak as much to the donor’s needs as to your own

Critical Elements

About the Organization …

Mission Accomplishments/history Value proposition (differentiation) Vision

More …

About the Project/Program …

Problem and Solution Target Users/Scope of Service Expected outcomes Timeline

And more …

About the Money. . .

Cost of project How it is to be funded What is the need Call to action – what and how What’s in it for the donor?

Best Practice …

A Compelling Title Grab the Reader with your Prose The Case is Irrefutable Your Position is Unique Your Plans are Solid You Reinforce the Urgency You have a Successful History

Cases for All Needs

Overall Your organization’s introduction to the donor Project by Project Special needs, programs and projects

Step By Step

Case should be written by one person, one voice Gather, gather, gather Begin with the Mission Make the problem statement real Address Donor Need

Let the donor know how important she is to the success of the program/project Create a sense of excitement, urgency Circulate Draft(s) Rewrite until it’s right

WHEN IN DOUBT GET HELP!

Pop Quiz

What is your mission?

What is your value proposition?

What is your vision?

What is Your need?

THAT’S a Great Start!

Critique

Get into Teams Read Sample Case Statement You be the Judge!

Assess content and appeal Does this meet “Best Practice”?

What is missing?

What would you change?

Your Questions?