Case for Support

Developing a fundraising case for support is critical to your fundraising success.  For many heritage groups and organisations it can be difficult to focus on the wider impact of your work and to articulate your key messages clearly and concisely.  This part of the Resourcing Scotland’s Heritage online resource provides inspiration and guidance on how to develop your heritage fundraising case for support.  To learn more please attend the next ‘Make it Happen’ training course in your area.

The Causey Development Trust in Edinburgh has received funding from the Heritage Lottery Fund Small Catalyst Grants scheme which they have invested in developing their case for support.  Learn more by hearing about their journey from two of their volunteers.

The Charles Rennie Mackintosh Society in Glasgow is an organisation which has a wealth of fundraising experience.  Their Director and Chair are able to clearly articulate their mission, vision and values in this video clip, and they provide an insight into where they have achieved fundraising success.

What is a case for support?

A case for support is the basis for all of your fundraising activities.  It clearly and concisely explains the work of your group or organisation and why you merit support from individuals, funders and sponsors.  It is not one document or piece of print.  It is the work which informs all of your fundraising related materials.  Your case for support includes your mission statement, your history/story, your goals and what you require funding for; you need to remember to ask potential donors to get involved.  For further information download this overview on developing a case for support.

Resourcing Scotland’s Heritage suggests a fundraising case for support should have 11 components.  Download this checklist and set up a folder for each component (digital or paper), then gather all of the information together for each section.  You can then use this information to create your main case for support document which will become the basis for all of your fundraising materials, applications and documents such as copy for your website, promotional leaflets, sponsorship proposals and applications to trusts & foundations.

Two main components of your case for support are your mission statement and your goals.  Your mission statement answers the question; ‘why do you exist?’  Here is an activity sheet which will take you through defining and developing your mission statement.

Your goals should articulate what your organisation wishes to accomplish and should directly link to your mission statement.  It is a good idea to have only three main goals which clearly define your role.  Here is an activity sheet on developing goals.