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NONPROFIT LEARNING GUIDEBOOKS

CREATING A CASE STATEMENT: STEP-BY-STEP GUIDEBOOK

This step-by-step guidebook provides an overview of creating a case statement, an in-depth document that explains an organization’s purpose and its rationale for fundraising. Also included are activities and worksheets to guide executive leadership, board members, and staff on developing the core content within a case statement. These resources can be used during staff meetings, training, and retreats.

In this guidebook you will learn...
  • Characteristics of a DEI-informed strategic planning process

  • Actionable tips, resources, and critical points of reflection to take forward related to diversity, equity and inclusion

  • Activity ideas to help get started with building your DEI-informed strategic plan

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