Build a compelling case before you make the ask.
Your organization knows the work that needs to be done. The challenge is connecting your fundraising priorities, evidence and intended impact to a clear, credible reason for donors and funders to support that work.
Choose the level of support that fits where you are now.
Understand
We need to understand what makes a credible Case for Support.
Leverage ourfree resources to assess your fundraising priorities, evidence and readiness. Identify strengths, gaps and what needs attention.
Free Self-Assessment & Resources
Decide
We need agreement on what we can credibly seek philanthropic support for.
Facilitated discussions help leadership and the Board make decisions about fundraising priorities, supporting evidence and the role of philanthropy.
Case for Support In-Service – $2,500
Action
We need to turn our approved decisions into a compelling and credible Case for Support.
Integrated Projects develop a credible argument for support that connects approved priorities, evidence, intended impact and the role of donors and funders.
Integrated Project – $175 p/hour
Not sure which level of support fits? Talk through your situation.
Free Resources
Explore Your Case for Support Readiness
The Case for Support Sprint Self-Assessment helps you understand where your organization stands and what needs attention before developing or strengthening your Case for Support. Our free resources examine fundraising priorities, supporting evidence, organizational readiness and the reasons donors and funders may choose to give.
Fundraising Priorities Checklist
How do you turn an organizational priority into a fundraising priority donors and funders will support?
Identify what makes a credible fundraising priority and what needs attention before developing your Case for Support.
Case for Support Sprint Self-Assessment
Is your organization ready to develop a credible Case for Support?
Assess your fundraising direction, supporting evidence, organizational readiness and donor engagement to identify strengths and gaps.
In-Services
Facilitated support to make the decisions behind a credible Case for Support
Case for Support Sprint In-Services help leadership and the Board resolve the questions that must be answered before developing or strengthening a Case for Support.
Fundraising Priority & Scope: Determine which organizational priorities warrant philanthropic support, what the case will cover, and what requires approval.
Need & Proposed Response: Reach agreement on the need, why action matters now, and what the organization can credibly deliver.
Evidence & Impact: Determine which claims are supported, what outcomes can reasonably be expected, and where evidence is missing.
Funding & Delivery Readiness: Clarify financial requirements, the role of philanthropy, organizational capacity and commitments the case can responsibly make.
Donor Relevance & Case Testing: Agree on why donors and funders should care, what needs testing, and whether the case is ready for external feedback.
AdvanceU provides the facilitation and decision tools. Your team makes the decisions. Case development, testing and implementation can be completed internally or through an Integrated Project.
$2,500
Per in-Service
In-services are available for up to 12 participants within an organization. Applicable taxes apply.
Integrated Projects
Turn approved priorities into a compelling Case for Support
A credible Case for Support is more than a polished fundraising document. It connects approved fundraising priorities to the need, proposed response, supporting evidence, intended impact and reasons donors and funders should participate.
Organizations often have the information they need, but it is scattered across strategic plans, budgets, program reports and existing communications. AdvanceU helps bring these elements together, identify gaps and develop a clear argument grounded in organizational priorities and capacity. This includes clarifying why support is needed now and ensuring the proposed outcomes are realistic and supported by available evidence.
Depending on the scope, an Integrated Project may include reviewing existing materials, developing the core Case for Support, validating evidence and financial requirements, preparing supporting messages and testing the case with intended audiences.
We work alongside your team to ensure the case reflects approved decisions and can be used consistently without overstating what your organization can deliver.
The result is a credible, consistent foundation for donor conversations, funding proposals, appeals and other fundraising communications, helping your organization explain why philanthropic support matters and what it will make possible.
$175 p/hr
per project Hour
AdvanceU will meet with you to understand your fundraising priorities, existing resources and Case for Support development needs. We’ll prepare a project proposal based on the agreed scope. Preferred partner rates are available for smaller charities. Applicable taxes apply.