Category Archives: Cause Marketing 101

My Guidelines for Cause Marketing Proposals

Over the past few weeks I’ve gotten a lot of questions about how to prepare and use cause marketing proposals. Here are some answers!

First, know when to use them. Proposals are not for first meetings. We greet prospects with paper in hand, but it’s blank. It’s time to listen and explore. We save our proposals for later after we better idea of objectives.

Be transparent on responsibilities. Everyone wants to know what they have to do. We always make sure partners have a checklist to work from. This list is generally must-do items that only they can execute, like monitoring and motivating cashiers to sell pinups. We handle the rest. The key is for partners to understand what they have to do that’s critical to the success of the program that no one else can do except them.

Include everything. Our partnerships tend to have a lot of moving parts (e.g. point of sale, event, cross-promotion, etc.). Make sure this is all broken out and explained in the proposal.

The proposal isn’t about you. Save that for the agreement. It’s about your partner. So make sure to include the examples, the metrics and the benefits a partner needs to turn your proposal into an agreement.

Be clear on money. How will they raise money? Put it in the proposal. Do you have agreed on amount? Put it in the proposal. What if they don’t reach that amount? Put it in the proposal. How long after the promotion will you to wait to receive the money? You get the point.

Learn from others. I share my cause marketing proposals in my Six Figure Cause Marketing webinar. And since I just completed a webinar, and am planning another for September, I’m reserving those for my clients. However, I did find several good examples on the web. The first is from Make-a-Wish/Michigan. This application for a cause marketing program has a lot of the fields you’ll need to cover in a proposal. Also, check out the terms and conditions, which you might find useful to your own proposal.

The next one is from Livestrong, which reports they are not currently accepting applications for cause marketing partnerships (must be nice!). Nevertheless, they have an extensive application that will give you a lot of great ideas for your proposal.

Have legal review it. Fortunately, we have a legal team at my nonprofit that can review the language of our proposals, when needed. If you don’t have onsite legal counsel, ask a lawyer on your board for help or invest in it. It sometimes seems like overkill, but it’s worth it, especially when you’re new to cause marketing.

Proposals don’t close deals, you do. Too often people think if they wallpaper their contacts with proposals they’ll eventually land a sale. That never works. You’re the most important piece in presenting and closing the deal with a prospect. The proposal is just a nail. You’re the hammerer. That’s one reason why you should never ever mail or email your proposals. You need to be there to drive them home.

What other questions do you have about preparing and using cause marketing proposals?

10 Commandments of Cause Marketing

Having escaped the bonds of traditional philanthropy, cause marketers set forth for the land of milk and honey. During their journey, a tribe among the cause marketers, called Komen, made a great golden [deep-fried] chicken and they worshiped it.

Everyone got really pissed. And they complained of the golden chicken.

To avoid ever having another stupid golden chicken, the cause marketers agreed to these 10 commandments of cause marketing.

#1 You shall know what cause marketing is. You can use my definition of cause marketing, but I point you to others. Be sure to read the comments to my post as well.

#2 You shall not confuse cause marketing with philanthropy, sponsorship or corporate social responsibility. While cause marketing certainly involves giving, philanthropy is not the primary goal. Marketing is. Sponsorship is very similar to cause marketing, but what distinguishes the two are the tactics they employ. I’m not totally sure what CSR is, but it’s not cause marketing. What I do know is the former is a strategy that can employ cause marketing as a tactic. Calling cause marketing CSR is like calling a savings account an investment strategy.

#3 You shall choose your cause marketing partners carefully. As we learned from Komen and KFC, not all cause marketing partners are a good fit. Consider carefully with whom you partner or you just might do more harm than good. Take a cause marketer’s Hippocratic Oath: “Do no harm.” Don’t harm your organization, the constituents you serve or your trusted partner.

#4 You shall create cause marketing programs that are win-win. The essence of cause marketing is mutual benefit. Just as nonprofits hope to increase visibility and raise money, for-profits aspire to enhance favorability with consumers and, ultimately, drive sales. If it’s not win-win, it doesn’t work. And it’s not cause marketing.

#5 You shall act like a business person, with a conscience. Cause marketing exists at the intersection of philanthropy, business and marketing. You have to be innovative, results driven and customer-focused like a business person, but giving, human and humane like a philanthropist. A cause marketer must balance herself between value and values.

#6 You shall not limit the benefits of cause marketing to money. Cause marketing is a great way to build your brand, increase your visibility, promote your events, recruit participants for your cause walk, run or ride and identify prospects for major gifts. The list goes on and on.

#7 You shall make your cause marketing program transparent for all to see. Consumers aren’t fools. When they support a cause marketing promotion, identify the cause that’s getting the money, how much they will receive and a quick blurb on how they will use it. “For every (RED) beverage purchased at Starbucks, five cents will be donated to buy lifesaving medicines for those living with HIV in Africa.” Don’t hide your giving behind “A portion of the proceeds will be donated to organizations that fight breast cancer.”

#8 You shall not expect results overnight. It takes time to build a successful cause marketing program. Most begin with an existing company or corporate leader that you’ve already worked with. Once you have the credibility of a couple successful programs behind you, it will be easier to create partnerships with new businesses. Training helps.

#9 You shall use social media strategically with cause marketing. Businesses are using social media more than ever. It’s important you keep pace with new trends and new technologies to solidify cause marketings place in the corporate marketing mix. Of course, I’ve written that geo-location services like Foursquare will be huge for cause marketers so it’s good place to start!

#10 You shall not over complicate cause marketing. The tactics behind cause marketing aren’t brain surgery. KFC’s ambitions to make the single largest donation to a breast cancer organization hinges on a simple percentage of sale program (i.e. 50 cents from every bucket).

As cause marketing guru Kurt Aschermann wrote on his own commandments a while back:

Cause-related marketing really isn’t that difficult. Just handle the relationship, deliver what you promise, and provide value to your partner. Best of all, cause-related marketing is fun and exciting. The sooner you master it, the sooner everyone will benefit from its incredible potential.

Unlike Moses’, my 10 ten commandments aren’t written in stone. Moses didn’t have an iPhone so his weren’t super easy to change. I’d love to hear what you would edit, add or delete.

I need your help before I formally present my 10 Commandments of Cause Marketing at full-day seminar I’m helping to teach at the annual Cause Marketing Forum Conference in June.

Last week showed that cause marketers need some commandments by which they should conduct themselves and execute cause marketing promotions. No one wants to get burned by another golden chicken.

AFP Presentation: Cause Marketing for Nonprofits

Thanks to everyone who came out to the Association of Fundraising Professionals Brown Bag today to hear me, Joanna MacDonald and Dan Curtin, General Manager of Zipcar Boston, talk about cause marketing.

As promised, here are my slides from the presentation (at least the most relevant ones). I’ve linked them to several posts that might be helpful to you.

What is Cause Marketing? Read my post of the same name, and be sure to check out the comments.

Point-of-Sale. You can read about several great examples of pinup programs that support Komen, Jake’s Ride and BMC. Not familiar with pinup programs? Here’s a primer.

Percentage-of-Sale. Check out this post I wrote on Absolut Boston and the Charles River Conservancy.

Sponsorships. As I explained today, cause marketing isn’t sponsorship, but I know selling sponsorships are still a big part of what nonprofits do. That’s why I’ve written a whole series on it called Selling Local Sponsorships for Nonprofits.

iParty and Ocean State Job Lots. You heard a lot about iParty and Ocean State today. These links share some more background about them and our partnerships with them.

Zipcar. As you heard today, this car-sharing company has been a good friend of the hospital. Here are some more details about the email pinup they did for us.

Foursquare. I’ve written three posts on Foursquare and one on CauseWorld. You should also read this AdAge article on Foursquare, which highlights how businesses are using the service. Consider the possible extensions to cause marketing.

Cause Marketing Forum. Their annual conference shouldn’t be missed! You can also follow CMF’s founder on Twitter. Visit CMF for loads of case studies on cause marketing and info on the conference.

The future is free. I talked about this in my “prophecies” for cause marketing. Read about it here.

Hire us. BMC is always looking for new nonprofit and for-profit partners. You can learn more about the different ways we can work together here.