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The first pages of the Case for Support template

Case for Support

Document template for Google Docs and Word

Make a copy in Google Docs
Price
Free
Difficulty
Beginner
Updated
November 5, 2026

Every page (7)

Overview

Charities often ask for money without showing why a gift matters, so donors give less than they could. This Google Docs fundraising plan template sets out a case for support in five parts: the need, our response, the impact we measured, what a gift pays for and how to give. Each part sits on its own designed page, so readers can scan it, and a capital campaign can reuse the same layout.

The sample describes Yarrowfield Services, a fictional food pantry and home-visit charity in Millbrook Valley, and every figure in it is made up. Its pages show households served rising to 390 in 2026, a $2.3M budget split by program and a 58.4% donor renewal rate. Replace these with your own counts, keep the pages that fit and delete the rest, or adapt the giving page into a sponsorship package template for events.

Useful for

  • A board packet asking trustees to back a new program in the next year
  • A campaign letter that explains a capital or emergency appeal to donors
  • A fundraising event plan for a gala, with sponsors and ticket targets

What's included

  • Cover page naming the organization, audience and date
  • The need: households served chart and budget donut
  • Our response: a timeline of the 2026 storm response
  • Impact: a headline tile row and a full KPI scorecard
  • What your gift does: a process and an escalation flow
  • How to give, plus a make-it-yours guide page

How to use it

  1. 1

    Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Replace Yarrowfield Services and the cover details with your organization's name, audience and date.

  3. 3

    Swap in your own households, budget split and renewal figures on the need and impact pages.

  4. 4

    Rewrite the response timeline and the giving options so they match what you actually offer.

  5. 5

    Remove the final guide page, then send the file to donors or present it in person.

What you need

Requirements

  • A Google account with access to Google Drive

Works with

  • Google Docs
  • Microsoft Word (download the .docx)

Questions

Do I need to pay to use this template?

No. Make a copy in Google Docs and it is saved to your own Google Drive, with no fee and no sign-up on this page.

Can I change the chart figures?

Yes. Click a chart in Google Docs, choose Edit chart, and update the values. Keep the donut shares adding up to 100 so the slices stay accurate.

Are the organization and figures real?

No. Yarrowfield Services, its people, households and dollar figures are fictional and made up for the example. Replace them before you use the document.

  • #charity-fundraising
  • #donor-appeal
  • #google-docs
  • #fundraising-plan
  • #nonprofit-template
  • #free-template

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