BoardSource defines the case statement in the following way:
A case statement is a document that provides the rationale and justification of a fundraising effort. It can make a case for a specific program or project, or it can advocate for general operating support. It focuses on a dilemma that needs to be fixed and explains the organization's proposed resolution.
The case statement is the core document of any fundraising campaign, especially for specific fundraising initiatives such as capital or endowment campaigns. The case statement should include your mission, vision and values statements, and should set out to clearly answer the who, what, and why of your fundraising efforts. The Alaska Food Coalition offers some questions that an effective case statement might seek to answer:
- How does this organization help people?
- Who do we help?
- What vital services do we offer?
- What is our organization’s track record?
- What are our plans for the future?
- How do we use our money?
- Why do we deserve support?
There are of course many other questions that might be answered in an effective case statement. More tips and information on writing a winning case statement can be found in the Web Sites section below. For examples of actual nonprofit case statements, Google is a good starting point.
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