Stating Your Case

Questions to Ask for a Formal Case Statement

The case statement is a written document that states the major reasons for supporting your program and forms the basis for all communications, including outreach and fund development. In a file keep updated information that answer the following questions:

What is you organization’s history?

  • When was it founded and by whom
  • Describe major accomplishments.
  • List milestones

Whom does the organization serve?

  • Include demographic information: age, ethnicity gender, geography, socio-economic background, etc. This information should be updated regularly.
  • Include testimonials, descriptions of actual clients, true life experiences, etc.

What are the needs of the clients served by the organization?

  • What pressing problems does your organization address?
  • What challenges do your clients face?

How does your organization address these challenges?

  • What programs does your organization offer?
  • What services are provided for people in need?

What is your organization’s reputation for managerial and business acumen?

  • Provide evidence pertaining to your organization’s stability.
  • Offer evidence of fiscal responsibility, ex: # of years of deficit-free operations. Cost per student served, etc.

Who helped with the strategic planning process?

  • Who participated? (This information is helpful when well-known community leaders helped to play a key role.)
  • How broad based was the process?
  • How thorough was the process?

What are your organization’s goals for the future? (This is the most important section of the case for support.)

  • What are the program, financial, facility, technology, administrative, governance, professional development, and human resources and diversity goals?
  • How will your clients be served better?

How will your funder’s investment be used?

  • What are the key budget items?
  • How do these expenditures relate to your organization’s mission and services to clients?

How will you acknowledge your funder’s involvement?

  • Describe the intangible benefit the funder receives by this monetary investment.

Adapted from The Comprehensive Formal Case Statement, The Complete Guide to Fundraising Management, Stanley Weinstein, 2002, John Wiley and Sons, New York, p 60-61.

COABE 2012 Workshop Materials:

Additional resources: