Case Statement Basics

The key to writing a case is to anticipate all of the big questions prospective donors may have about the project, answer them and “put a cherry on top,” said Ahern.

Step one is information gathering. Ahern recommended gathering the following organizational information:
•your mission;
• your vision;
• your values;
• your strategic plan;
• your monetary goal and what that money buys;
• data on those you serve;
• trends;
• information on emerging or increasing needs;
• the organization’s history;
• all outbound communication;
• news clippings;
• descriptions of programs and services;
• proof that your programs are worth doing and that they work;
• an overview of the organization’s governance;
• staffing; and
•financial information.