Case Statements

Did you wake up with a foreboding sense of deja vu? Like you've written the exact same narrative over and over again? There are not too many occasions when I can relate to Bill Murray waking up and reliving the same day, except when I find myself reworking the same narrative for another application. You know the feeling – when you have tried and true narrative pieces that perfectly depict the history, need, and program design that makes you feel like you are stuck on repeat? So, what can you do when the programs aren’t changing, but you need to breathe some life into the writing? Here are some tips to refresh your writing and wake up feeling rejuvenated for a busy grant season!

Case statements are a vital component of a nonprofit fundraising strategy. They are living documents that describe the essential elements of an organization or specific program. These comprehensive descriptions cover topics most funders request – organization history, goals and outcomes, sustainability plan, organizational structure, etc. The purpose is not to create a generic grant to send out to every funder you know but to serve as a starting point for tailoring information to a specific request. A case statement helps information remain consistent among multiple proposals and establishes a master document for updating annual information, statistics, and outcomes. These documents can also be tailored for individual donor prospects, bring a new partner up to speed, or inform new staff on the organization. Creating a comprehensive case statement requires an investment of time. The good news is that annual maintenance is much easier once it is complete. Here are some helpful tips to keep your case statement fresh in the coming year:

Grant proposals consist of a variety of components depending on each grant’s requirements. Most require some form of a budget, whether that is a simple project budget or a complex organizational budget, or both. Some will also include a budget narrative or justification and any number of other attachments. But in any grant proposal, the narrative is where you will likely spend most of your time. Fortunately, the proposal’s narrative is the fun part! This is where you get to put your storytelling skills to work. So how do you get started? Much like an author would begin a novel, start with an outline.