Using the Case Statement Worksheet

An internal case statement can be an important tool for building support among your executive leaders and board.

Many community foundations and nonprofits use case statements to help build support among potential donors and other supporters for initiatives such as capital campaigns and new programs. These statements typically outline an organization’s mission and vision, describe a challenge it is trying to overcome, and highlight actions that donors and other supporters can take to help the organization seize an opportunity to overcome that challenge.

NCFP has created a downloadable worksheet that will help guide you through the process of creating your internal case statement. This document provides suggested questions that will help you complete each section of the worksheet.