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:

In 2023, everyone has an app or system that they live and breathe by - color-coded calendars, project management tools, or to-do lists read by Alexa each morning. Are you the person who struggles with sticking to a new system? Or you may get a jolt of motivation when a new application creates a shortcut in your day. Whatever the reason for your attention, here are four tools that have helped my projects stay on track. With the best of intentions, these tools will carry me through 2023!

What about January makes us habitually declare resolutions that will result in a new and improved version of ourselves? It could be that following a season of holiday parties and socks filled with candy, we need a hard reset. Or the accountability en-mass as like-minded individuals dredge out of their homes to the gym. Research shows goal-setters have a higher success rate when starting the commitment to pursue a goal after a temporal landmark (e.g., a new week, month, birthday, or holiday); this is called the “fresh start effect.” This phenomenon of New Year’s resolutions is more common in the United States. A poll conducted for the last three years reports that 44% of U.S. participants set a new goal, while only 12-18% of Swedish residents make a resolution.

  Ethics: The Ethics of Program Design: Plans and Partners Session 5 of the Ethics Series Creating a high-quality grant proposal can be challenging when organizations may also be designing the program at the same time. Alignment to the mission of the organization and its strategic plan versus...

    Ethics: Ethics for Grant Proposal Need Statements Session 4 of the Ethics Series The way grant professionals describe the needs of their community is an important part of persuading reviewers and grant funders to award a grant. Which need is greatest and most aligned to the funders’...

    Ethics: Grant Ethics for Prospect Research and Funder Relationships Session 2 of the Ethics Series Have you ever been uncomfortable applying to a foundation which didn’t seem to really match your organization’s profile? Many nonprofit professionals are pressured into writing to foundations who don’t match their giving...

    Ethics: Grant Ethics Codes of Conduct: What Do They Say and Why are They Different Session 1 of the Ethics Series Ethics in grants can be a hot-button discussion, but what does it mean to be an ethical grant professional? In this first session on grant ethics,...

    Grants 301: Managing Up Session 5 of the Grants 301 Series One of the greatest challenges we face as grant professionals is getting the information and resources needed to craft project ideas and develop competitive proposals. This information is often spread across multiple people and departments…from finance to...

    Grant Management: Monitoring and Subrecipients Session 6 of the Grant Management Series Grant recipients have an ethical and legal responsibility to monitor their own compliance and programmatic performance as well as the compliance and performance of any subrecipients included in the project. In the Monitoring and Subrecipients...

    Grants 301: Logic Models and Theories of Change Session 4 of the Grants 301 Series While traditional philanthropy focused on funding immediate needs and short-term goals, the practice of philanthropy is taking a turn towards social change. Funders desire to fund change, not charity. In this way, philanthropy...