The Case For Support as a Fundraising Tool

In our previous posts in this series, we covered many important aspects of creating a powerful Case for Support, from how to make the case donor-centric to storytelling in your document. Now that you have your Case for Support, you may be asking yourself how you can best use it?

The benefits of developing and having your Case for Support can be significant and can make a difference to your fundraising program.

As a way of highlighting the gaps

The process of developing your Case for Support can be extremely illuminating. It can highlight where there may be gaps in your programme logic, or even in just how information is presented. The Case for Support requires a logical flow of information that tells a powerful story, backed by strong evidence of both the needs and successful outcomes. If you have any gaps in this logic, or in the evidence, this will become apparent when you try to put a Case for Support together.

An example of this occurred when I worked with an organization that provided recreational programs for children. The organization claimed that they were having considerable impact on increasing young peoples self-esteem and confidence, and therefore their future wellbeing, which included improving their grades in school and the ability to later find employment. As a result of not effectively collecting the appropriate data and evidence to prove these claims, when it came to making the case to donors, they were falling short!

The Case for Support exercise led the organisation to re-evaluate their programming, and then to establish rigorous and meaningful outcome measurement. In fact, as a result of their new systems, they discovered that they were having an impact in ways that they did not even know, including how young people were more positively interacting with family and developing their personal relationships!

As a resource

Of course, your Case for Support is an excellent tool for fundraising. Not only does it give you the polished language that makes your programmes sound compelling and urgent, it also clearly collects valuable evidence of success that you will need for all of your fundraising communications. Collecting this data supports the development of your direct mail, grants and proposals, as well as helping your advocates, from board members to even other donors, know what to say when talking to supporters face-to-face.

While the tone and content may be a different in various communications, (a grant proposal will be written differently from a direct mail piece, for example) the most effective messaging will still be consistent in terms of who you are and what you intend to achieve.  By using your Case for Support as the basis for all your communications, you can ensure that your messaging is always on-point and effectively communicates the impact you’re intending.

For your advocates

The Case for Support is an essential tool to support the people who are out there advocating on your behalf. This includes your Board members, your staff, as well as your volunteers. Time and time again, I have seen how Board members who have, in the past, been reluctant to engage with fundraising, become more confident talking about the organisation once they have seen a Case for Support.

A well-written document that is passionate and filled with powerful stories that demonstrate the importance of your work, serves not only to enthuse your ambassadors, and hopefully to the point where they are compelled to want to tell their friends about it, it also empowers them with the language and information they will need in order to be well prepared when questions are asked of them.

As well, be sure to give your Case for Support to your non-fundraising staff too. By helping other people in your organisation understand fundraising, and how to talk about the work you do to donors and the outside world, you can begin to build a culture of philanthropy within your organisation.

For your donors 

While you, your team, and direct engagement with your donors, will always be your best fundraising tool, your Case for Support can really help to move the conversation along when face-to-face with donors.

I have often used the Case for Support, even in its draft form, to engage in a conversation with donors to understand more about their motivations, what inspires them (and indeed, what does not!) about our work. By making a donor an “insider,” by asking for their views on the Case for Support, not only can you gather some very useful feedback, you help the donor feel that they are part of the team and that they have a special role in making a difference.

Mena Gainpaulsingh, Director, IFC Canada


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