It seems every day more and more nonprofits are asking me if I’m available for training and consulting. I am, as is my whole team (because, as you know, we always do things together).

Here’s how you can benefit from our experience.

• I’d be remiss if I didn’t say that anything I could teach you in a teleconference or in person you could probably learn from reading the five years of posts I’ve blogged on Selfishgiving.com. It’s all here, folks. If you’re strapped for cash, but have plenty of time, it’s a great option.

• An easy, affordable way to learn about our cause marketing practices is to sign-up for Six Figure Cause Marketing. You can learn all about the program at the landing page we’ve created, but let me mention a few things.

**If you think $299 is a lot for a teleconference program, think again. This program is designed to raise you real money, and I have the deposit slips to prove it. It isn’t called Six Figure Cause Marketing for nothing. It’s the first cause marketing program for ordinary nonprofits that truly goes beyond the platitudes and theories sold as how-to in other training programs.

**I don’t personally profit from the program. All the money goes to Boston Medical Center.

**Six Figure Cause Marketing is designed to be a teleconference program but it can be done in person, or in any other format you like. Email me at joe@selfishgiving.com.

• Some nonprofits that already have a corporate partner lined up and are eager to get started have us run their cause marketing program from beginning to end. Read my post on our work with the Boston Bruins Foundation. This is a good option if you already have a partner in place and you’re comfortable sharing with us a portion of the proceeds.

Of course, there are numerous reasons why your nonprofit would want to work with mine.

You have a fabulous event that you believe is ripe for sponsorship, but you don’t know how to sell it. We’ll evaluate the event and tell you if it is indeed sponsorable. If it is, we’ll sell it for you.

You have a CEO from a major corporation on your board and while she privately supports your organization, her company has never been publicly involved with you. We can provide her with options that will be win-win for both organizations.

Or, maybe you’ve finally met that dream company that’s said, “We love your cause. How can we support you?” But you have no idea what the next step is. And even if you did your three-person nonprofit couldn’t execute a program. We can take the worry and hassle out of doing it yourself.

The cause marketing programs we typically create for nonprofits are unique and won’t conflict with your other fundraising efforts. I can also assure you that our programs would be challenging for you to execute without experience or training. That’s why we’ve waited five years before offering our services to others.

In short, learning from us on how to execute turnkey and lucrative cause marketing programs is a smart decision. And taking that extra step to work with us on a joint program is just short of genius.

We look forward to hearing from you. You can email me at joe@selfishgiving.com.

The economy is impacting every type of business and cause marketing is no exception.  I know we’ve lost our share of corporate partners this year.  Just this week a major partner slashed its sponsorship from $93,000 to $7,500.  Ouch!  Business is off, marketing plans are changing and new faces bring new perspectives and new challenges.  Here are some of the ways we’re adapting our cause marketing programs for these leaner economic times.

Keep your friends close.  You know who they are.  These are the companies that have drunk the cool-aid and will stick with you through good and bad.  Committed partners like party-supply retailer iParty continue to generate record sales in the three mobile programs they do for us each year.  As other retail partners have faltered or disappeared, we continue to work with iParty to maximize their cause marketing program and to make up the shortfall.  So far it’s working.

And your enemies closer.  I love the dramatic, but let me assure you: these companies aren’t your enemies.  But they are the ones who want to run when things get hot in the trenches.  These are the companies that you have to hand-hold through the rough spells.  The ones you have to reassure that cause marketing delivers a unique benefit that can not be found anywhere else.  The ones you have to give room to to adjust the timing, theme and length of their cause marketing program to fit their new reality.  If they want to be an event sponsor of your April fundraiser but can’t do a point-of-sale program to pay for it until October, let them!  Make it hard for them to say no and easy to stay your friend.

If you can’t bite, nibble.  Because we know there are a lot fewer five and six-figure cause marketing partners for events like Halloween Town this year, we’re focusing our efforts on a three and four-figure strategy for raising money from the business community.  Since corporate ticket sales for Halloween Town have always been significant ($200k since inception) we plan to drive volume with corporate ticket packages that start as low as $500.  We’ve committed two sales people to calling on law firms, architects, investment houses, real estates offices, etc.  Many of these businesses cannot afford or don’t want to be five or six-figure sponsors of Halloween Town, but buying $500 in tickets that they in turn can give to their employees or give back to us for distribution in the poor communities we serve is an easier yes.    

Other ways we plan to “nibble” our way to more revenue with Halloween Town this year include a Door and Floor strategy.  Already under-priced compared to the $23 to $25 Halloween events in Boston, Halloween Town tickets will go up at least a buck this year.  This will generate thousands of dollars in additional revenue.  Also, once inside, guests will be asked to pay a dollar or two for some of our most popular activities (e. g. laser tag) and will have to pay extra for things like face painting, balloon animals etc.  This too will boost our bottom line.

Like hitting the wall at mile twenty during the Boston Marathon, hitting the wall of cause marketing during a tough economy is neither fun nor pretty, but it is survivable.  You survive the same way you survive those last six miles: focus, perseverance and a great support team.  The goal is to finish intact, unhurt, and, most importantly, unbroken.  Tough times don’t last.  Tough people do.     

A question I got after last week’s post was what are some of the other ways I raise money from companies.  If a company isn’t a retailer with foot traffic that you can run either a point-of-sale or a percentage-of-sale program, how do I make money when I’m pitching my organization to law firms, investment houses, construction companies,  etc.?  It’s a good question because reaching out to different industries represents a huge growth area for corporate fundraisers.  Cause marketing is great, but eventually you run low on the big retailers that make these programs go.  You have to diversify.  Here’s how I’m expanding my corporate footprint in Boston and even retrofitting some of my current cause marketing programs for new corporate missions.

New missions for existing programs.  Most of the events I run–Halloween Town, Team BMC–are cause marketing driven, but also deliver great opportunities for corporate involvement and support.  For Halloween Town, companies can send volunteer groups by the dozen to participate and give back.  They can also buy corporate tickets for their employees, or they can donate them back to the poor children we serve.  When it comes to Team BMC, our annual Boston Marathon fundraising program, companies can buy blocks of waivers that they can use for their employees, clients and vendors.  Of course, we don’t just hand over the numbers, we create a whole program for them that maximizes their chances for employee and customer involvement and satisfaction.

In-house fundraisers.  One area I’ve been looking at more is workplace fundraising programs.  A few weeks ago at Cause Marketing Forum, Lee Krajian from NBA-E introduced me to a good one.  Lee’s company organizes gift card drives at local companies.  Here’s how it works.  Most people have a gift card or two that they either don’t plan to use or only has a few dollars left on it.  Thanks to Lee’s company you can bring that card to your work and drop it in a collection box.  He’ll extract what’s left on the card and, after taking a small fee, give what’s left to your charity of choice.   Lee’s idea is simple, easy to execute in the workplace and costs the donor nothing because the gift card cost them nothing or had close to nothing left on it, or both.

Custom fundraisers.  Whenever I visit a company I become their de facto charity consultant who is there to, first, help them achieve their employee and customer goals, and, second, to raise money for my organization.  Some may think my order is screwed up, but I would refer them to Henry Ford:

It is not the employer who pays the wages.  Employers only handle the money. It is the customer who pays the wages.

Our success as corporate fundraisers hinges on how well we service our corporate supporters.  If my prepackaged programs don’t resonate them, I find out what does.  If your company loves kick-ball, how about a tournament with other employees?  Better yet, how about one with other companies?  Could your directors help with recruitment?  The partner in charge is happy to open his home on Nantucket for function?  How about a clambake for employees and clients that asks for a donation and tens minutes of their time to hear about your organization.  You have a motivated group of employees who would be happy to raise money if they could get race numbers for next month’s Falmouth Road Race?  Let me make a few calls and see what I can do.

Whether it’s involving companies in an existing event, designing an in-house program or customizing a program based on their goals and interests, the opportunities with companies of all industries and sizes are endless.  Cause marketing is great for retailers, but what if you wanted to raise more money from other businesses?  Here’s a hint: If the store you shop at doesn’t carry everything you want, you need to shop somewhere else.

There’s no doubt selling sponsorships and cause marketing is a lot harder this year than last.  The cause marketing side is especially challenging as many retailers–the backbone industry for many cause marketing programs, whether it be point-of-sale or percentage-of-sale–just aren’t doing well and are looking to cut anything that’s not directly driving sales. 

Here’s what we’re saying and doing to keep the partners we have and to recruit new ones.

Cause marketing drives sales.  A lot of people view cause marketing as just “branding” or “identity management”.  “Yeah, it helps your image but where does it really get you?,” they say.  Fortunately, we’ve collected a lot of great evidence that shows that cause marketing can help companies make and save money.  One of my favorite is from a retailer that made $350,000 from a coupon they had on our Halloween Town mobile.  Those are the kind of results businesses want to hear about and will help get cause marketing viewed differently.

Cause marketing is free advertising.  Our point-of-sale programs come at no cost to the retailer.  Nothing.  Zilch. Nevertheless, they are great ways to build loyalty and favorability with employees and customers, highlight in-store promotions and offers and, of course, raise money for a great cause.  When one of our partners wanted to promote a new service to consumers but didn’t want to spend a lot of money advertising it, we printed the offer right on the mobile so employees could point it out and shoppers wouldn’t miss it.  The retailer closed more business, we raised more money and shoppers got a great deal–all for a buck.  Win-win-win.

Enlist cause marketing champions.  As a nonprofit, you can only open so many doors by yourself.  It helps to enlist the aid of others.  Allies can include media outlets, sports teams, anyone who might have a connection or relationship with key businesses.  Your pitch to them is that their advertisers are sick of ad reps showing up with expensive advertising programs.  Instead, offer them something for free.  Explain that if they have multiple store fronts and lots of foot traffic they can do a point-of-sale program that will raise money for a great cause and underwrite a free advertising program with their favorite radio or TV station, newspaper or sports arena.  You don’t want money from the marketing budget; you want access to the store’s customers.  The latter is where the real opportunity lies.  There’s ten times more money to be made there than from the company checkbook.  Just ask Bono and the folks at Product (RED).

Focus on other forms of corporate support.  W. C. Fields said, “If at first you don’t succeed, try, and try again.  Then give up.”  Sometimes the moment isn’t right for cause marketing and you should look to other forms of corporate funding.  Fortunately, I work for a large institution with lots of business partners so we’ve doubled our efforts in reaching out to other “friends” of the organization.  Thanks in part to them our largest fundraiser of the year will set a new record next Saturday night.  Of course, this type of corporate fundraising is not as challenging and interesting as cause marketing.  But the dollars we’ll raise will be as good as any other until our sails fill again and we can set our sights on more lofty goals.  As the Roman proverb commands, “When there is no wind, row.”

Something we didn’t do the first two years of Halloween Town was record the event so we could share the footage with prospective partners.  Seeing is believing with Halloween Town, and if we couldn’t get them to come to the event having a video for them to watch would be the second best thing.  But for whatever reason we never did it.  Until we made it a priority at last year’s event.

Our new sales video captures all the great sets we built for the event, the brandland experience we created for our partners, how the event benefited the hospital and all the Halloween fun our 13,000 guests had!  Our event marketing firm, wedu, did a great job shooting and editing the piece.

Having a sales video like this is all about not giving a prospect a reason to say no.  Without video, you’re left to your words, which don’t always sway prospects by themselves.  Some people–probably most people these days–are visual thinkers that insist on seeing before believing. (Either that or they’re all from Missouri. Good question for Mike Swenson over at Citizen Brand.)

This isn’t the first time I’ve used video to make a point.  When I worked at public television back in 2000 I realized that we were letting potential underwriters get away every time we talked about a PBS program they hadn’t seen.  We solved this by buying a small television and toting along clips of every show we produced.  “Never seen Frontline?  Check out this clip.”  Video made PBS a lot more tangible and kept the conversation going when in the past it had stopped cold.

So how will we use the Halloween Town clip?  We’ll share it with sponsors.  But we won’t just blindly send it out to prospects.  Like a foreign film, it needs interpretation and elaboration, which can only be done by the trained sales person that will accompany it wherever it goes.

Watch our new Halloween Town sales video here.

Katya has a great post on ten ways to win a corporate partner.  To hers I’ll add my own insights and comments for cause marketers.

1. Find your match.  As Katya points out, "you want to partner around mutual benefits."  Focus your energies on companies with whom you have natural synergy.  Mission, goals, audience, and, let’s not forget, just plain personal chemistry.  If it’s not a good fit you’ll know it from the get-go.  Emerson was right: "Only in our simple, easy and spontaneous actions are we strong."
2. Find out the business and philanthropic agendas.  And press the former more than the latter.  Not every business is interested in charity, but all businesses are interested in making money.  Show how philanthropy can drive sales and you’ve built a platform from which to present your mission.
3. Find an entre.  Connections can make a huge difference.  But what do you do if you don’t have one?  Start by offering them something of value that comes at no cost to them.  Now that’s a conversation-starter.
4. Try to get to the business people rather than the community service people.  Where do you think there’s more money in a company, in the marketing department or in the community relations department?  Act accordingly.  Sadly, I’ve never met with a community relations person who really "got" cause marketing.  But business people grasp the value almost immediately.
5. Start your sentences in the right way.  I love this one.  Fundraisers make the mistake of always talking about the things THEY need, instead of focusing on the needs, interests and goals of their listener.  In short, they’re a one way street!  Use audience-centric language that shows you’re as focused on your partner’s success as your own.
6. Sell the benefits to them along with the social impact.  Business people hear the latter all the time, but rarely hear about the benefits to them.  Get and keep their attention by being better than 99% of the fundraisers that have ever sat across from them.
7. Go into partnerships – like relationships – with open eyes. There are ups and downs in any partnership.  Just remember on what your relationship is built: trust, respect and, most importantly, mutual interest.
8. Put work into it.  Become an extension of your corporate partner’s marketing team.  For the mid-size companies I generally work with (that are already pretty lean on marketing) I become their consultant on cause-related endeavors, even for the ones that don’t involve my organization.  Being useful and unbiased only makes me more  valuable to my partner–and keeps me close to potential opportunities.
9. Communicate constantly.  Just keep it relevant.  Regardless of what I’m sending my partners I always ask: is this something they will find useful, if not valuable.  Again, see things through their eyes and position yourself as a resource that’s helping them cut through the clutter and grow their business.
10. Know when to call it quits.  If you do the nine things Katya and I suggest you’ll always be the heart breaker.  They’ll be the ones crying, not you.       

With Halloween Town over, the cause marketing team has been busy meeting with sponsors to get their feedback and to recommit them for next year.  We’ve also been spending a lot of time reaching out to new sponsors, many of them retailers. 

Why retailers?  Because they have the foot traffic to support the mobile programs that are our bread and butter fundraiser.  In exchange for asking their customers to support the hospital (our best Halloween Town partner raised over $100k), retailers receive a major sponsorship to one of our events.  Win-win, no?

But retailers are more than just good partners for cause marketing programs.  Practitioners like you and me can also learn from them.  I was reminded of this by the November issue of Boston Magazine, which had a sales article on how local retail pros reel in buyers.  Their tips may be just the bait you need to land that next big partner.

From Patricia, a fur specialist for Saks: “It’s not hard to sell any product that you understand, love and believe in….Clients come to me because I have an understanding of practicality and fashion.”

As a cause marketer you need that same kind of passion for what you do.  But enthusiasm isn’t enough.  You also need to understand your prospect’s business and how you can realistically help them.  If you can do this, you’ll share something with Patricia: clients that come to YOU.

From Donna, general manager of a jewelry store:  “It’s much harder to sell diamonds now.  People come in with notes, pads, pages of information.  They study….but there’s still something that they won’t see—the punch, the something special.”

Likewise, prospects are much more discriminating about which organizations they work with.  Like diamonds, they pour over them and rarely pick the first one they see.  But what can distinguish you is that “something special.”  What is it that you can do that’s unique and different and valuable from what anyone else can do?  Find out what makes you a diamond in the ruff and shine.

Jim, salesman at a BMW dealership:  "BMW customers are extremely bright, and most are very well educated.  If I can appreciate that and not patronize them, then we’re usually very much in step.  [For example] Doctors are very technical, they know what they want, but it takes a lot of patience and a lot of time."

Like Jim, I size-up my prospects.  Shortly after speaking with them, I’ll decide if they are a thinker, a feeler, or a deferrer.  Thinkers are evidence based and want to see all the stats and figures (like Jim’s doctors).  Feelers respond to emotional appeals.  And deferrers yield to the opinions of others (e.g. If so and so is doing it, then it must be right for them).  Gather your information, size-up your prospect and pitch accordingly.

From Seth, manager of a ski shop:  “Most of the stuff we sell here I don’t really consider to be a necessity.  It’s more entertainment or recreation….We’re not really pressuring sales people….It’s just about building a relationship and getting to know people.”

Yes, it’s true: cause marketing, like snowboards, isn’t a necessity.  But it does make beautiful window dressing.  Starbucks would still be a good business if it didn’t practice cause marketing, but it probably wouldn’t be as good a business.  That’s what cause marketing does.  It enhances, it magnifies.  The lesson here is to be less focused on being pushy and more concerned with building a rapport with prospects.  Be nice.  Say "free" a lot.  Smile.  Mr. Prospect is holding all the cards.  And he knows it.

Over the next couple of weeks I have three presentations to deliver.  The first is to a public relations class at Boston University, from which I hope to recruit two interns for the fall.  The second is to the hospital’s marketing committee.  The last is to a group of managers at Staples to kick-off their involvement with Halloween Town.

Three presentations to three very different audiences.  But what won’t be different is how I prepare for all of them. 

Analyze

• I can’t emphasize it enough: knowing your audience is the key to a successful speech.
• I start by gathering some basic info about my audience: gender, age, level of education, etc.  The stories and examples I’d use for say an all women audience would be different from the ones I’d use for a mixed audience.
• I dig deeper and explore their interest, knowledge and attitude toward me and my topic.  A college student studying public relations will have a different view and knowledge of cause marketing than a manager from Staples.
• I find out how many people will be there, where and when I’ll be speaking (please, anything except just before lunch!), will I need a microphone, etc..
• Armed with these details, I’m ready to make some speaking decisions for my presentation.

Organize

• Just like every good research paper you wrote in college, every speech needs a beginning, a middle and an ending.
• The purpose of the beginning is twofold: to get your listeners’ attention and to let them know why you’re there.  (e.g. "By the end of my speech I want you to…").
• If the intro is about making your point, the middle of your speech is for proving it.  If my goal is to recruit two new interns, what do I need to say in the body of my speech to show that the hospital will be a great place for them to work?
• After proving your point, use the ending to drive it home.  Your goal is threefold: action, action, action.
• Adhere to the 50-50 rule.  Spend 50 percent of your speech on new material and the other half repeating what you’ve already said.  People forget quickly, you know.
• One more thing: re-read my post from last week on persuasion.  You did read it, didn’t you?

Energize

• When I’m ready to work on my delivery, I focus on the speaking outline and practicing my speech.
• Don’t write out your speech word for word.  Instead, write down key words and phrases that will jog your memory and keep your speaking style engaging, spontaneous and conversational.  Think Jay Leno, not George Bush.
• Mirror, mirror on the wall, who’s the fairest speaker of them all?  A mirror and a tape recorder are a speaker’s best friends.  They give candid feedback, they’re discreet and will never bum money from you (the lampshade is a whole different story).
• Everyone has their own way of dealing with stage fright.  Mine is to position myself at the front of the audience before I have to speak, preferably when someone else is speaking or introducing me, so I can scan the crowd for terrorists, potential hecklers and old girlfriends.

One final tip.  Keep your speech short, powerful, and, yes, entertaining.  Mark Twain said that "few sinners are saved after the first 20 minutes of a sermon."  A century later, it’s even less.  Make every word count.  If you’re not making them think, you should be making them laugh.  If you’re doing neither, it’s time to sit down.

Lately I’ve come across a bunch of articles and posts on persuasion, or what Lyman Beecher called "Logic on Fire". 

The summer double-issue of Harvard Business Review was all about sales.  Darren over at Problogger just did a whole series on persuasion, and Copyblogger even dusted-off Aristotle’s Rhetoric for our edification!

Cause marketing is no different from other professions: persuasion is important.  I often tell people that I work in persuasion like a painter works in oils.  Here are my tips for a picture-perfect pitch.

It’s not about you.  Sometimes we’re so focused on ourselves we forget that it’s our listeners that actually decide just how persuasive we are.  Calling yourself "persuasive" doesn’t make it so.  It’s only true if your listeners tell you so.  Always remembering who’s in charge will keep you focused on the needs, interests and expectations of your listeners.

Persuasion occurs through identification.  The more you can align your message with the needs, beliefs, attitudes and expectations of your listeners, the more likely it is they’ll agree with you.  People buy from people with whom they can relate.

Persuasion is incremental.  It takes time.  People don’t generally change their minds quickly or easily, so you need to be realistic about what you can accomplish with each interaction.  Set the building blocks of persuasion in place that will get you where you want to go, but build in lots of extra time too. 

Play your strongest card.  I tend to plug listeners into one of three groups: thinkers, feelers or deferrers.  No one belongs to just one group; people are always a combination of all three.  But one is usually dominant.  Thinkers are logical and like reasoned, thoughtful arguments.  Feelers respond to emotional appeals.  Deferrers respect the opinions of others.  Figure out the dominant trait of your listener and choose the appeals that fit best.

But don’t overdue it.  Fundraisers tend to approach everyone as a "feeler" and overplay the emotion card.  Read this post to learn about the pitfalls of overusing emotion and balancing it with ethos and logos (yep, Aristotle again).

"People need more to be reminded than informed".  A favorite quote of mine from Dr. Samuel Johnson.  The right pitch is the right pitch forever.  You nailed it and you know it.  The prospect knows it too, but for whatever reason, he’s not ready to buy.  The "informing" part of your job is done.  But the challenge of sticking with him and staying top of mind until you close the sale has just begun!

We’ve been approved to add two new employees to the Cause & Event Marketing team.  See the attached job descripton.  If you have a background in sales, marketing or fundraising, and live in Greater Boston, I’d like to hear from you.  Download cause_event_marketing_officer.doc