Chapter 1: Case Statement
IN THIS LESSON
Your Case Statement—The Story That Inspires Action
Your organization's mission is your identity, and your case statement is the foundational document that tells that story to the world. It is the single most important piece of communication you will ever create because it articulates the why—the inspiring purpose behind your work and why it deserves support.
A case statement is not a plea for money. It's a powerful narrative that makes a compelling argument for your mission. It can take many forms, often presented as a digital slideshow or a printed deck, and serves as the core message from which every email, brochure, social media post, and conversation about fundraising is built.
What is in a Case Statement?
A great case statement is built on four essential pillars, each answering a critical question. Based on our experience at COGEO, this is the core of a compelling narrative:
One. The Problem/Challenge: What is the problem or challenge your organization exists to solve?
Example: "Many young athletes are unable to participate in high-quality soccer programs due to rising costs, limited access to safe playing spaces, or a lack of after-school activities. These factors leave a gap where potential is lost and kids miss out on valuable life lessons that soccer teaches."
Two. The Solution: What is the problem or challenge your organization exists to solve?
Example: "Our organization provides a premier soccer program focused on skill development and character building, regardless of a child’s ability to pay. We offer robust financial aid and no-cost community programming to ensure equitable access to the game and provide a safe and supportive environment for all participants."
Three. The Impact (The Evidence): What have you already accomplished? This is where you share proof of your success.
Example: "Last year, our organization provided financial aid to over 200 players, making their dream of playing soccer a reality. Our community-based programs, like Girls with Goals, also provided a safe after-school space for children to exercise and develop strong fundamentals in a fun environment.
Four. The Opportunity (The Need): What is the total funding need over a multi-year period (typically three-five years), broken down into major categories? The case statement serves as an educational document, and the specific ask will be delivered later by a solicitor. This section provides a full menu snapshot of your organization's needs.
Example: A three-year funding opportunity might be presented as a total need of $1.027 million, broken down into key program areas.
Financial Aid: $301,500 for player scholarships and financial aid programs.
Coaching: $375,000 to hire and retain senior coaches and provide professional development.
Fields & Equipment: $286,500 for field rental costs, equipment upkeep, and player development technology.
Administrative: $64,500 for technology and personnel to support daily operations.
ELEVATE YOUR 'ASK'
Equip every delivery person with these key talking points so they can confidently articulate your organization's needs.
CREATE COMPELLING COMMUNICATION
Use the stories and data to write inspiring emails, social media posts, and grant applications.
UNIFY YOUR MESSAGE
Ensure everyone in a leadership position—from the executive director to the volunteer coordinator—is telling the same powerful story about your organization.
Your Case Statement is a Conversation Starter
Your case statement is a powerful tool. It gives you confidence and clarity when speaking to potential donors and partners. You can use it to:
Getting Started: Draft Your Case Statement
It’s easy to feel intimidated, but you already have all the information you need. You just need to organize it. Here are some simple questions to help you start your draft:
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What is the one thing that keeps you up at night about your organization and its future? What opportunity are you missing out on?
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What are you most proud of that your organization does? What is your "secret sauce" that makes it so special?
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Think of a specific player's story. How did your organization change their life? How many kids are you currently serving, and what's your biggest accomplishment from last season?
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What is the most immediate, critical need your organization has right now? How much money do you need, and what will that money specifically accomplish?