top of page

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...

  • What a case statement is and how it supports fundraising

  • How to create a clear, compelling case statement step by step

  • How to use worksheets and activities with staff and board members

bottom of page