Articles | Fundraising | 4 Steps to a Powerful Marketing-Fundraising Partnership—Better Together

4 Steps to a Powerful Marketing-Fundraising Partnership—Better Together

Marketing-Fundraising PartnershipMarketing and fundraising are two halves of a whole. But when they don’t operate that way, the outcome of each team’s efforts is far less than it could be, diminishing an organization’s ability to engage its base (and so, to make its desired impact).

Unfortunately, that’s the deal in so many nonprofits. As fundraising leader Mal Warwick cautions, when marketing and fundraising teams stand firm in their respective corners, the disconnect becomes a huge obstacle to raising money and everything else!

So many of us—both nonprofit communicators and fundraisers—agree, yet don’t know how to close the gap. But there are proven ways to bring these teams together. Read on to learn about Fairleigh-Dickinson University’s (FDU) deliberate, well-articulated re-structuring approach and results, followed by my four-step process to bring marketing and fundraising into a productive partnership.

Let’s Be Lovers, Not Fighters:
4 Steps to Closing the Marketing-Fundraising Divide

1. Start at the top.

If bridging the marketing-fundraising gap is the goal, the pathway to getting there has to be supported by your leadership. Your organization’s executive director, supported by the board, must be the one to guide (or, in some cases, push) these two teams into active collaboration and ensure they stay there.

“The heads of development and marketing have to accept that they are oxen pulling the same wagon, a wagon labeled ‘increasing community support’,” says Tom Ahern, a leading authority on donor communications.

If your executive director isn’t focused on bridging this destructive gap, here’s how Kivi Leroux Miller suggests you move her along that path:

  • Ask the leaders of your organization to outline the top three actions an ardent fan would take in order to support you in a given month. Odds are that at least one of those steps, but not all three, will be related to fundraising.
  • Discuss how your marketing and fundraising staff can work together to encourage that fan to follow through on all three actions. This moves the conversation away from traditional to-do lists and toward a more holistic view of how you are relating to your supporters, while encouraging them to be an active player in your organization’s community—for the long-term.

2. Articulate shared priorities as the core of a common agenda, but don’t forget the WIIFM (what’s in it for me)

As long as your marketing and fundraising teams have distinct goals, they won’t be effective partners. How could they be, each pointed in its own direction?

But if tasked with a common agenda, the landscape changes. A marketing-fundraising partnership is the only way to get there. Here are two useful models:

At the HealthCare Chaplaincy Network, the marketing and fundraising teams each have specific responsibilities but work closely together to advance their shared priorities: 1) Building and strengthening relationships with key supporters (partners, donors and others); and 2) generating revenue via fundraising and beyond. “This ethos starts with the directors and permeates our staff,” says Jim Siegel, Executive Vice President for Marketing & Communications.

The advancement leadership at FDU made a radical change a few years ago, as it merged the development and communications teams. The teams had worked side-by-side in the same room for many years, but  with distinct goals and paths of activity, says Dina Schipper, Director of Public Relations. The merger shifted the entire team’s reporting to the Senior Vice President for University Advancement. But most importantly, “the shift introduced a tri-fold focus to the newly-merged team—supporting fundraising, recruitment and overall institutional branding, which, in time, significantly enriched its donor profiling strategy,” says Schipper.

The results are striking: Schipper describes a greater awareness among her colleagues of what outreach is underway and increased ability to coordinate themes and timing. “Nothing says more about the success of this merger than the fact that we’ll be closing out our large and successful capital campaign within the next year,” she says.

In addition, Schipper cites the unified team’s single focus as the source of its increased impact in asking, training and supporting the University’s board members, alumni and other supporters to double as effective ambassadors. Bravo!

3. Identify what’s working—from each “side”—and do more of it

Start by asking your marketing team to identify the top three successes from the fundraising team, and to integrate those approaches into its own work. And vice versa.

Don’t forget to identify what isn’t working, and do less of it. Kivi suggests that each team give the other a “free pass” to make any single change to each other’s work, without protest or arguments, for a week. If your marketing director can make only one change to a fundraiser’s email appeal, what will it be? And what single change will the development director make to the marketer’s blog post?

This practice forces each team to focus on what is truly most important to them, gives each some level of control and encourages them to better understand each other without arguing over the merits of the requested change.

Note: Organizational change experts Chip and Dan Heath, authors of  Switch, advocate this approach as the most reliable path to positive change.

4. Build on real, compelling success stories—well-honed and widely shared —as the foundation of your fundraising and marketing collaboration

Here’s a fact you might not know: When the same strong stories are used by both marketing and fundraising teams, your organization wins via increasing awareness, building engagement and boosting positive responses and actions (e.g., we want to be a part of a winning organization.) Showing via stories works; repetition does too.

Fundraiser Janet Levine recalls the pattern that emerged from her years working in advancement in higher education. “Working together enabled us to create a powerful approach—for example, we wrote press releases on key stories; those stories were re-purposed into newsletter articles; shared with our Board members to help them be more effective messengers for us, and served as the focus of our direct mail appeals,” says Levine.

The FDU advancement team scored a huge post-merger win when Bruce Springsteen participated in FDU’s  WAMFest (Words and Music Festival), co-presenting a seminar with poet Robert Pinsky. It’s no surprise that the Boss’ visit was a huge media relations opportunity for the university—the story was covered by the Associated Press and other media venues throughout the world.

But that was just the beginning! The team created “experience packets” with videos and transcripts of the Springsteen-Pinsky program and others, plus press clips as leave behinds in visits to grantmakers funding in arts and culture, an area they hadn’t reached out to previously. And, as you can imagine, alumni are thrilled to tell the tale of Bruce on the FDU campus!

What is your organization doing to move marketing and fundraising into a more productive partnership? Or, if you’re stuck with a huge divide, what’s keeping you there? Please share your experiences here.

Nancy Schwartz in Fundraising, Staff and Consultants | 3 comments

© 2002 - 2015 Nancy E. Schwartz. All rights reserved.

You’re welcome to “reprint” this article online as long as you do not alter the article in any way, and you include the author byline and attribution as displayed below. If you would like to edit the article, please contact us.

Please use this byline

By Nancy E. Schwartz
Publisher – / President – Nancy Schwartz & Company

Please use this attribution (at the beginning or end of article):

Nancy E. Schwartz helps nonprofits succeed through effective marketing. Nancy and her team provide marketing planning and implementation services to nonprofit organizations and foundations nationwide. She is the publisher of the Getting Attention e-update and blog. For more nonprofit marketing guidance like this, subscribe to her e-update at

  • Carter McNamara

    I believe that it’s best to have separate Board Marketing and Board Fundraising Committees. Each each committee does its job well, there is not as much overlap as people think. If the committees are merged, then neither can its job well.

    Fundraising should be:
    1. Clarifying your fundraising target.
    2. Ensuring diverse prospect research.
    3. Identifying specific sources of diverse funds.
    4. Identifying who will approach who and how (all Board members should be involved, and each source might prefer to be approached differently)
    5. Ensuring effective internal systems to track and report on funds.
    6. Putting the above in a Fundraising Plan, and monitoring that it’s implementd.

    In contrast, a Marketing Committee should:
    1. Identify all the types of stakeholders
    2. Clarify what you want each type to think about you
    3. Identify what messages to convey to each
    4. identify the best channels for each type to get the message (web sites, social marketing, phone calls, newspapers, etc.)
    5. Develop an action plan of who is going to do what and when.
    6. Develop a Marketing Plan and ensure it’s implemented

    Combing the two Committees is a mistake.

  • Mary Cahalane

    Nancy, I see almost everything you’ve identified above as “marketing” as integral to fundraising. That’s also why I think we separate the two at our peril. When an organization is being run well, they are inextricably linked. That is to say, everyone is pointed in the same direction, working toward the same goals.
    Stakeholders, message, channel… all key to successful fundraising.
    I would also classify the duties outlined above as staff functions, not necessarily board functions.

  • John Lepp

    From our desk, as soon as we see an organization realize that marketing and comms and fundraisers are often talking with the same people (cough – donors – cough) and change HOW they are talking with them (and about themselves) – amazing things CAN happen. Is it marketing or is it fundraising?

Complete article listing