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Developing Your Case for Support

The case statement is an attempt to put in writing a brief, clear and compelling statement that communicates the purpose, program and financial needs of the proposed project. It truly answers the question of why you are proposing the campaign, and the market need it will fill with a targeted and thoughtful approach to your specific audience.

Your case for fundraising, taking into account what has been said about people, causes, and philanthropic outreach, should aim high, provide perspective, and a simple analysis of well researched data. It should convey a feeling of importance, relevance and urgency, and ultimately read as a tight and compelling case created specifically for your target audience.


The case should answer the following questions:

  • Who is your audience?
  • How will my statement move my audience to a mutually beneficial goal?
  • What market need will it fill? 
  • How can we demonstrate institutional commitment to the donor?
  • What is distinctive about the organization?
  • What must be accomplished? 
  • How will this campaign enable it to be accomplished? 
  • How can the donor become involved?
  • What's in it for the donor-i.e, why should they give to this effort


  • Mission
  • Vision
  • History
  • Statement of market research or community problem
  • Campaign goal(s)
  • Objectives to meet goals(s)
  • Programs and services
  • Staffing
  • Governance
  • Facility needs
  • Endowment
  • Budget for the campaign
  • Statement of needs
  • Named-giving opportunities if applicable

We realize this can sound like a large undertaking - and perhaps it is. This is one of the reasons why we are here to help and ease the process.

For additional information, please contact Anika K. Warren, PhD, Senior Associate Vice President, Foundation and Corporate Relations, by phone 215-895-6855 or email