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How to Create a Case Statement For Funding Support: Templates & Methods to Develop a Case Statement

April 3, 2023

12:00 pm - 1:00 pm PT | 3:00 pm - 4:00 pm ET

July 20, 2023

9:00 am - 10:00 am PT | 12:00 pm - 1:00 pm ET

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WORKSHOP DESCRIPTION

A fully developed case statement is crucial to a grant proposal, capital campaign, end-of-year campaign, or one-on-one donor solicitation. A case statement illustrates the work of a nonprofit. The core components of a case statement should serve as an inspiration to funders whether during a 1:1 solicitation or a grant application. Staff, board members, and volunteers can use information from a case statement to convey important information to the community, funders, foundations, and key stakeholders. Do you have an old case statement that needs to be updated? Or have never created a case statement that makes grant writing a challenge? Join us for this workshop to review the core components of a case statement using a template provided and get started writing, updating, or revising your organization's case statement.

After writing, updating or revising your case statement comes the need to find grants that align with your organization's mission and programs. We will cover different databases you can use to find grants and how you can also utilize your board members to help you build relationships with foundations. There will be opportunities for feedback, development, and writing in this workshop!

Who Should Attend?

Professionals, community leaders, staff and volunteers looking to create a case statement for funding support

What The Training Will Cover

CORE COMPONENTS OF A CASE STATEMENT 

  • Review core components of a case statement for funding support

  • Understand which components of a case statement can be used for the following funding requests: letter of inquiry to a foundation, grant proposal, donor or funder support request or an annual campaign

DEVELOPING A CASE STATEMENT  

  • Analyze a case statement template for practical use within your own organization

  • Develop, draft or revise key components of the case statement for use in a grant proposal or letter of inquiry

FINDING GRANTS AND BUILDING RELATIONSHIPS WITH FUNDERS 

  • Review databases and websites to find grants

  • Understand how to leverage board members to build relationships with foundations and matching grants

  • How to build relationships with new foundations or maintain relationships with foundations even if your grant application has been rejected

REGISTRATION TYPE & FEE

Premier Members

FREE

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Members 

$25

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Non-Members

$50

Additional Information

All workshops are live with an instructor. Participants are encouraged to ask questions during the workshop. All registrants, will receive the slides & recordings via email after the live workshop.

Looking to register 3+ people? Email us at program@nonprofitlearninglab.org to receive $5 off per registration!

Please Note: 

We do not offer any other discounts for this training other than the member rate.

ABOUT THE TRAINER

This training is led by Dr. Leah Weiner who has a doctorate in education and psychology from Pepperdine University. Leah Weiner is the Founder and CEO of the Nonprofit Learning Lab. Leah’s approach to training focuses on making sure that the information provided helps participants solve a problem or create a solution related to their professional work.

WE OFFER CFRE & CAE CREDITS

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1 hour of training = 1 credit hour

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