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Of all the documents an organization uses to aid fundraising, the case statement is one of the most important. The case statement or case for support is used by a nonprofit as a basis for all communication and solicitations with donors.
Ideally, a brilliant case statement will be donor-centric, written to donors and potential donors using reasoning and language that will resonate with the target audience.
Uses for a case statement Every nonprofit knows how critical a case statement can be when approaching high level donors and prospects or fundraising for new programs and campaigns. But not every agency or organization realizes how important this short compelling argument is in their ongoing fundraising efforts.
Excerpts from a well written case statement and even the entire document have many varied uses in the fundraising scenario. When talking to potential donors, a copy of a compelling case statement continues to present the case for support long after the meeting has concluded.
A case statement can be included in a grant application as justification for the request. For direct mail or email campaigns, the message can mirror the case statement and in the case of direct mail, illuminate the copy that you include with the appeal letter.
Organizations might use their case statement on their website. The case statement acts an informal script when phoning prospective donors; all the important points are gathered in one easily accessible document. A condensed version of the case statement, reduced to a page or two, can serve as hand-outs when donor prospecting.
There are several fundamentals that go into a compelling case statement but there are no hard and fast rules as to the order these elements should appear. With the exception of a deeply gripping introduction, every case statement is unique and should be laid out in a manner that makes sense for your nonprofit.
Essentials for an outstanding case statement 1. Exceptional case statements always begin with a story. Make the reader feel emotionally invested in your nonprofit by using storytelling to establish a personal connection.
An emotional opening can captivate your audience at the very onset so use these introductory paragraphs to lead your donors and prospects into the remainder of the document.
The mission and the vision: Summarize how it all began. From the founding of your nonprofit to the work it has accomplished so far. Your donors, supporters and prospects need to know about the important work being done. What are the programs and services the nonprofit is currently involved in and what are the ongoing requirements to keep these services coming?
Successes and results based evidence: Here is where data and storytelling connect, in the tales of lives changes, testimonials of success, those the organization has helped. Use charts and graphs to illustrate the numbers that back up your claims and measure the impact the nonprofit is having in its sphere of influence.
Dreams and visions all come with a monetary cost to accomplish. By telling donors why the funding is needed and what results will be achieved, you are inviting them to become participants in the vision.Your case for support (sometimes called your “case statement,” a term we will use interchangeably in this article) is one of the most important documents you can write for your non-profit.
A case statement is a tool nonprofits often use when asking for a contribution. It’s a short, compelling argument for supporting the nonprofit that can be presented as a brochure, one-page information sheet, or glossy folder filled with factsheets, photographs, budgets, or charts.
It should be. A ‘Case Statement’ is a document that provides basic information about an organization, program or ministry.
It summarizes what the unmet need in the community is, outlines the solution being offered. Here are some tips for writing the perfect case for today's donors.
Do you have a case statement? It is the pitch to your donors to convince them to donate. Here are some tips for writing the perfect case for today's donors. Nonprofit Organizations Restauranting Freelancing & Consulting View All ; Operations.
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Select a Writer – It is important that the organization select one person to “own” the writing process for the case statement. Don’t have different people work on different parts, it almost never works in producing a coherent case for support.