How to Create and Use a Case Statement
Create a compelling presentation tool for use with major donors
If you are raising financial support for your own mission, or for a nonprofit, then you need a solid Case for support to help you share your vision with prospective donors. This eight-lesson course walks you through the ten key elements of a case and helps you draft your own case document. Then you will learn how to use the case as a presentation tool in solicitation meetings with major donors.
Each lesson includes concise instructional videos coupled with hands-on assignments for practical application.
Overview of the Case Statement
Assignment #1: Introduction
Sample Case Statement #1
Strategic Plan and Case, Part 1
Assignment #2
Case - Theme and Need
Assignment #3
Case - Mission and Lifetime Value
Assignment #4
Case - Programs and Accomplishments
Assignment #5
Case - Vision and Financial Need
Assignment #6
Case - Gift Plan and Leadership Profile
Assignment #7
Gift Plan Template
Assignment #8
How to Use the Case Statement
Brad Layland
The Case for Support is the most important tool you can use to share your vision with major donors and invite them to invest in your mission.