Nonprofit Virtual Event Tips

Nonprofit Virtual Events: 5 Tips You Haven’t Thought of

If you’re like other nonprofits, you’ve probably incorporated virtual events into your organization’s strategy this year. Due to the wide-spread social distancing guidelines, virtual aspects of nonprofits’ strategies have become more prominent and popular throughout the year. While organizations may have been shifting towards more virtual activities anyway, the pandemic guidelines dramatically accelerated the popularity. 

However, because the shift was accelerated so suddenly, many organizations didn’t execute the move to an entirely digitally-focused strategic plan as smoothly as they could’ve done. There were plenty of missed opportunities to get supporters more involved and plenty of room for improvement in future virtual events. 

Whether your nonprofit is planning your first virtual event or you’re just trying to make your next one better than your last, this guide is written for you. 

The way you plan and organize your virtual event is key to gaining traction, getting supporters more involved, raising more funds, and ultimately reaching your goals for the event. In this guide, we’ll cover some tried-and-true tips that you may not have considered when planning your virtual event. Specifically, we’ll cover the following suggestions: 

  1. Decide what you want to accomplish.
  2. Plan ahead and choose a virtual platform. 
  3. Test all of your software. 
  4. Encourage attendees to engage with one another. 
  5. Follow up in a timely manner. 

Ready to get started planning your next event? Let’s dive in. 

1. Decide what you want to accomplish.

When you plan your in-person fundraising events, you expect to accomplish certain goals. Before you start planning, you’d likely decide which of the goals is most important to your organization and make it your main focus for the event. 

Virtual events are the same way! You shouldn’t just throw together a virtual event because it’s what everyone else is doing or because you’ve always had an annual event in the past. Instead, make sure your event has a targeted purpose and that you have effectively planned to see that purpose fulfilled. 

For example, let’s consider a local dog shelter. In the past, they may have hosted an annual adoption event where their main goal is to encourage families to adopt pets. However, secondary goals for the event may have been to raise funds, and increase community awareness. When pivoting to a virtual event, this animal shelter should be sure to keep those same goals in mind and incorporate elements that will accomplish the same purpose. They may: 

  • Include an online adoption board so that virtual attendees can read profiles on the dogs that need to find new homes. They may also host live feeds of puppies playing with one another or push notifications that highlight individual dogs to draw the attention of the audience. This helps fulfill their goal of adoption at the event. 
  • Provide virtual fundraising opportunities. Simply by incorporating a text-to-give platform or an easily accessible online donation page, the dog shelter can easily make fundraising available online. Be sure to set a specific fundraising goal and incorporate a fundraising thermometer to encourage people to give. This helps fulfill the fundraising goal. 
  • Spread the word about the event on various platforms. By marketing the virtual event on social media, on your website, by phone, by word of mouth, and using other communication platforms, the organization can easily tell the community about the event. Without flyers and in-person communication, they should be sure to amp up the virtual marketing to spread awareness. This helps fulfill the goal of increasing community awareness. 

In this example, the dog shelter should ensure they prioritize their goals before diving into how they’ll incorporate them into the virtual event. For your own virtual event, be sure to determine your own goals beforehand, and then prioritize them accordingly. 

Key Takeaway: List out all of the goals and objectives that you want to see from your virtual event, then order them by importance. Your top one will be your main goal for the event, keep this in mind when planning the rest of the event. 

2. Plan ahead and choose a virtual platform.

Now that you’ve identified your primary and secondary goals for your virtual event, it’s time that you brainstorm how you’ll meet those goals. While you should make sure you accomplish the same goals that you would meet at an in-person event, you won’t necessarily accomplish them in the same way. 

Rather, you need to adapt to the virtual environment. Bloomerang’s list of virtual fundraising ideas represents some of the diversity you’ll find in the types of events available to your organization. The type of event you choose to host should reflect your goals for the event and guide the virtual platforms you’ll need. Consider, for instance, the following two organizations: 

A small food bank wants to spread awareness about food insecurity in the community. In order to raise awareness and educate the community about the issues, the food bank decides to host an educational event. They need to invest in registration software so that people can register for the event online. However, they’ll also need video conferencing software for live speeches from experts in the community and forum software to create discussions between attendees. This event will become slightly more complicated and require a number of solutions to accomplish the goals of the food bank. 

A homeless shelter wants to raise funds to purchase clothing for men and women in the community. For this type of virtual event, the goal is a bit easier to achieve with fewer solutions. The shelter might pre-record videos and write social media posts that will display the need in the community. Then, for the duration of the event, they’ll send and post these resources to their supporters. They may also decide to incorporate a product fundraiser where supporters can purchase t-shirts for themselves while simultaneously purchasing one for a homeless man or woman in the community. 

As you’re considering the plans for your event and purchasing the appropriate software to make it happen, be sure to carefully research each solution. The last thing you want is a data breach at your nonprofit

Start your research to choose the best software solutions with resources like software referral lists and reviews to help indicate the top solutions. Be sure to also consider the platform’s other clientele (are there other nonprofits of a similar size and mission?) and what aspects of your goals will be achieved with the investment. 

Key Takeaway: Create plans for your virtual event and identify the software solutions you’ll need to achieve those plans. When you go to invest in new software, look for solutions that combine some of the tools that you (or integrate with one another) need so that you can streamline event activities and collection of event data. 

3. Test all of your software. 

Before the event begins, your nonprofit should make sure that everything works seamlessly for your attendees. Once you’ve found the best solutions, you should test them multiple times to ensure they’ll work the day of the event. 

Run through the event activities yourself and make sure everything is functional. Look specifically to make sure that: 

  • Payment processing is functional for ticketing, donating, and purchasing merchandise items. 
  • All transitions from one event activity to another are intuitive and easily recognizable by event attendees. 
  • Forum discussions and questions are available to attendees and notifications are functional. 
  • Live streaming visuals are high quality and the sound is functional. 

After you’ve tested your software yourself, ask a third-party (volunteer or co-worker) to also run through and test it. They’ll be able to identify comprehension issues that you might overlook and identify opportunities to make the event more intuitive. 

Key Takeaway: Act like an event participant and walk through each step of the event. Purchase a ticket, donate a dollar, post to discussion boards, and watch the various video collateral. Then, ask someone else to do the same thing before the event starts. Be sure to also create a contingency plan for if something becomes dysfunctional during the event itself.

4. Encourage attendees to engage with one another. 

During in-person events, supporters and attendees are able to mingle amongst themselves. They may discuss the event, your organization, or otherwise develop connections that help create an aspect of community within your organization’s support base. 

To encourage this networking and mingling at your virtual event, you need to create and encourage opportunities where attendees can communicate and engage with one another. For example, you might decide to: 

  • Enable chat functionality. Ask questions that will lead to effective discussion between attendees. For instance, you might make a statement then ask if they agree or disagree and why. Try gamifying these opportunities to encourage more people to participate. You might offer bronze, silver, and gold virtual badges depending on the number of times an attendee posts to discussion forums. 
  • Encourage breakout sessions. After informational sessions or educational videos, encourage attendees to join breakout groups where they have a list of set discussion questions that they can use to guide conversation. This encourages interaction between supporters and continuous engagement throughout the event itself.
  • Create social media groups. Social media is a resource that almost everyone can use to network because almost everyone has an account! Encourage attendees to join a Facebook group where they’re allowed to ask questions, share insights, and otherwise connect with one another. 

Consider a virtual gala as an example. In an in-person gala event, the mingling tends to happen at different tables while there might be an ongoing auction in the background. Similarly, you can host a virtual silent auction in the background of an online gala, but you’ll need some specialized tools to do so. 

According to Snowball’s virtual auction guide, it’s challenging to keep supporters engaged if they’re simultaneously checking their item bids and listening to your keynote speaker. To combat this, consider enabling bidding notifications so that supporters always know when they’re outbid. This allows them to pay attention to speakers and other event activities. 

Key Takeaway: Consider your own virtual event plans. Is there a natural place to incorporate community interaction? Ask yourself, “as an attendee, how would I want to get in touch with others?” Then, incorporate those opportunities in your own virtual event plans. 

5. Follow up in a timely manner. 

This tip is probably one that you’ve heard before. It’s a vital step when it comes to any nonprofit event plans, especially when you plan or pivot for the virtual sphere. A timely follow-up is key if you want to express appreciation for the attendee’s participation and invite them to continue engaging with your mission.

When you follow up after a virtual event, get the most out of it! Your supporters are probably expecting a thank-you, but they may also be open to other ways to get involved after having a wonderful time at your event. Try incorporating strategies like: 

  • Specifically explaining the impact they had at the event. You might say, “The For-the-Kids virtual event raised over $100,000 this year! Your donation of $100 was key to help us achieve this goal, which will provide medical resources for over 500 kids in the community.” Impact statements like this will help your organization put the thank-you in terms of what has been accomplished. 
  • Provide social media calls-to-action or email subscription options. After sharing their impact, simply ask your event attendees to continue following the story of your organization by keeping in contact with you. This allows them to see any upcoming opportunities you provide and allows them to continue direct interaction with your organization after they receive the email follow-up. 
  • Ask for feedback on the virtual event itself. You will probably need to plan another virtual event in the near future. Therefore, make sure your event planning process is as effective as possible by optimizing it based on the feedback provided by supporters. Send out a short survey to the attendees at your event asking them how they enjoyed the opportunity and if they have any recommendations to make it better in the future. This can also help you determine if the tools and virtual solutions you invested in are doing their job. It also allows your most engaged supporters to make themselves apparent.

By providing an immediate action that your supporters can take after the event, it ensures their engagement with your organization doesn’t end with the event itself. Use your follow-up message as an opportunity to say “thank you” and to further engagement with your supporters. 

Key Takeaway: Draft your follow-up message for your attendees and be sure to encourage them to continue engaging with your mission after the event ends. 


Virtual events are the new norm in the nonprofit world of today. By planning effectively and providing plenty of opportunity for engagement, your organization will be able to reach all of your goals effectively. 

Incorporate these tips into your event planning now. In the future, virtual events won’t go away. Be sure you have the best steps to plan and execute these events so that you can use them both during the pandemic and beyond.

This article was contributed by our friends at Bloomerang.

Author: Steven Shattuck
Chief Engagement Officer at Bloomerang

This article was contributed by Steven Shattuck, chief engagement officer at Bloomerang.

Steven Shattuck is Chief Engagement Officer at Bloomerang and Executive Director of Launch Cause. A prolific writer and speaker, Steven is a contributor to “Fundraising Principles and Practice: Second Edition” and volunteers his time on the Project Work Group of the Fundraising Effectiveness Project and is an AFP Center for Fundraising Innovation (CFI) committee member.

Faster UX on Your Website: A Crash Course for Nonprofits

User experience, or UX, involves the quality of the experience that users have when navigating and interacting with your nonprofit’s website. It’s a fairly broad but extremely important element to keep in mind whenever you’re updating your site. In today’s digital-first environment, UX can make or break your ability to convert new visitors into donors, and it plays a critical role in encouraging long-term engagement from existing supporters.

If you’re new to web design or the concept of UX, the easiest way to think about it is to simply consider your website from a new user’s perspective:

  • Is your organization’s mission easily identifiable on your homepage?
  • How easy is it to find your organization’s contact information, donation form, blog, or another main page that a visitor might be looking for?
  • How long does it take to complete an action, like making a donation?
  • Is your website easy to use and navigate, or do issues like broken links and poor mobile responsiveness make it a frustrating experience?

Questions like these are a great starting point as you begin reviewing your own website for potential improvements. However, there’s one element of UX that stands above all others in terms of importance: speed. 

How fast your website loads is the very first UX indicator that could cause users to abandon your site before they even fully land on it. As internet users, we’re more impatient than ever, and we’ve come to expect a lot from the sites we engage with. Studies have found that 40% of users abandon a website that takes more than 3 seconds to load, and even a delay of one second can drop conversions by 7%. 

Simply put, if it takes visitors a long time to 1) access your website and 2) complete the action that they came to complete, you’ll see higher abandonment rates across your site. 
At Cornershop Creative, we specialize in web design for the nonprofit sector, so we understand what the top nonprofit sites need to accomplish and what donors are expecting when they visit. We’ve seen firsthand the difference that even small UX improvements can make on a site’s ability to engage and convert donors, so we wanted to share a quick crash course on how to speed up the UX of your own site. Let’s dive in.

Basic Components of Fast UX

All sorts of factors, from design elements to page load time to SEO (search engine optimization), can have huge impacts on your website’s ability to attract and engage visitors. The statistics mentioned earlier illustrate the importance of fast load speed, which is where we’ll start first.

Page Load Speed

Your website must load quickly on any browser, desktop or mobile. 

The generally accepted ideal load speed sits around two to three seconds or less — anything longer and you’ll likely see larger and larger numbers of visitors bounce away. It’s essential to be familiar with the two most common contributors to slow load speeds:

  • Large files. Large, high-resolution images, headers, animations, and other embedded visual files that need to load at the top of a page can seriously slow down your website. Website plugins can help you automatically cut back on duplicate files that might be clogging up your image library, as well. 
  • Redirect chains. Chains of redirects between outdated URLs increases load time by bouncing the visitor from page to page, and it can even make them (and their browser) feel that your site can’t be trusted.

Page load speed is one of the biggest components of strong user experience, especially as more web traffic moves onto mobile browsers. Think about it: how long are you typically willing to wait for a page to load on your smartphone when you’re trying to look something up or casually browsing? With the current necessity of digital-only engagement, load speed should be the first place you look when improving your website’s UX.

Barriers to Engagement

This component of fast UX involves the actual barriers to entry that you may place on your site. Whenever you add new elements to your website that users will directly engage with, think carefully about how exactly they’ll impact UX. 

For example, requiring users to log in with a username or password is one barrier to engagement that sites will deliberately include for important security reasons. Users’ security should always be a top priority, but make sure that your own site’s login process is streamlined. The best way to ensure that visitors will have a positive experience and find what they need is by making it easy to enter your site and quickly engage with your content. 

Consider Amazon and Google, two web giants that prioritize making it easy for users to get started with their services. Amazon’s one-click purchase buttons and Google’s SSO authentication tools are both great examples of how removing unnecessary steps like an extra login or data input can streamline user experience.

Design Elements

Design can also contribute to a faster, high-quality user experience on your website. Of course, “web design” encompasses a number of different topics and specific elements. As they relate to fast user experience, there are three main contributing factors to think about:

  • Navigation. Sites that offer strong user experience anticipate their visitors’ needs. Clearly-labeled navigation bars across your site and intuitive landing pages that don’t distract or bombard users with irrelevant elements are good starting points.
  • Simple visuals. Minimalist design tends to perform well online because it’s less likely to distract or confuse visitors looking to quickly find information or complete a task on your site. Plus, using simpler layouts and fewer (but high-quality) images will improve load speed.
  • Information placement. Websites should anticipate what their visitors are looking for, like contact information, and feature it in an intuitive spot. For instance, nonprofits can provide embedded donation forms to make the giving process easy and fast for visitors who will be more likely to donate while they still feel emotionally motivated.

These elements of web design can all contribute to a faster, more positive user experience, and they’re some of the first places that webmasters can begin to easily make improvements themselves.

Building a Faster User Experience on Your Site

As mentioned above, there are plenty of ways to speed up your site’s UX without the help of a professional web designer. Consider these additional tips:

Pagespeed Insights and Google Analytics

Google’s readily available tools are a perfect resource for staying on top of the quality of your website’s user experience. 

Google’s Pagespeed Insights tool is invaluable for a number of reasons, namely because it determines the time it takes for your site to load on both desktop and mobile browsers. It even indicates specific problem areas and offers optimization tips. Remember that load speed is central to user experience and increasingly important for Google rankings, too.

Google Analytics provides insights that can be crucial for your website’s overall health and performance. Most importantly, the platform makes it easy to track your abandonment or bounce rates, the first indicators of slow load times and poor user experience. Then you can look deeper to find specific pages that perform poorly and target your improvements in smarter ways.

Templates and Caching

Both of these techniques involve saving time and streamlining processes as you build your site and as your users engage with it:

  • Create custom templates to use whenever creating new content on your website. By creating a template for a generic campaign web page, you’ll save time and ensure a more cohesive experience for users across your site. A template built with a streamlined layout and fast-loading elements will take the guesswork out of the process as you launch and promote new campaigns.
  • Caching involves directing a user’s browser to save parts of your website that it already downloaded from a previous visit. This means your website will load much faster when the user returns to that page, which can result in a substantial improvement in user experience. Caching is more complicated to implement than other UX solutions, though, so do your research on the exact settings you can configure in your own content management system.

Streamlining aspects of your website on both the backend and user-facing side whenever possible can help to generally improve its user experience value.

Image Compression

We’ve touched on the importance of avoiding huge image files above. However, websites still need to include high-quality, attractive images to create engaging content. A full wall of text is unlikely to interest a casual browser, for instance.

Compressing the image files on your site will help you strike the right balance between offering attractive visuals and keeping file sizes low to prevent slow load speeds. 

Keep image file size in mind when creating new content, and use tools that help you automatically compress images as you upload them. Platforms like WordPress often come with this feature built-in. New image formats like Google’s webp image format can also help ensure that you’re offering high-quality visuals without sacrificing valuable storage space or the user experience.


With the current importance of digital engagement, it’s more important than ever that websites prioritize creating fast user experience. Pages need to load quickly, offer immediate ways to engage with content, and tell your nonprofit’s story swiftly and compellingly.

By using a few important resources, exploring additional tools to adopt, and building better habits, it’s easy to start enhancing your nonprofit’s site to improve its UX value! For a thorough audit or professional-grade improvements, working with a nonprofit consultant specialized in web design will often be your best bet for long-term value.

4 Ways to Listen In to Boost Action

There’s a proven way for your organization to start and strengthen vital relationships with the people whose support, loyalty, and actions you want—donors, volunteers, and even staff (too often overlooked here).

This approach is easy to learn and execute. And it’s something you do on a personal level all the time: Getting to know and understand others with whom you want to build a friendship—learning what’s important to them and how their days go. These insights enable you to focus in on what’s important or interesting to both of you, and how best to keep in touch via a commonly-used channel (social, mobile, text, mail) at the time that your folks will be most receptive.

Here are four proven methods of harvesting these priceless insights:

1. Launch a marketing advisory group

Begin by identifying your target audiences and prioritize segments of each that share wants, needs, and preferences. Then put together a marketing advisory group incorporating as many of these perspectives as possible—that way you’ll have the right person to turn to when you need her. In addition, this group will provide a solid diversity of opinion when you solicit input on a specific campaign or message.

Next, invite prospective team members to participate. If you don’t have people in mind that represent all the perspectives you need, ask program or other colleagues for recommendations.

Make sure to specify your expectations and to keep them modest. I recommend that you ask team members to help at most once or twice a month, asking for no more than 5 to 10 minutes of their time for each ask.

Put your marketing advisors to work in the way it’s most beneficial—that may vary depending on the task at hand. Ask a few of them for input on draft messages for the new advocacy campaign  and a few others for a critique of the draft mini-site for the campaign. Or ask all of them to complete a brief online survey to share their perception of the new program and the gap it will fill. Whatever your decision, make sure you ask with thought and don’t overburden your advisors. Most importantly, thank them frequently and often.

Try it for six months, refining the program over time to be of greatest value for you and least burden for your marketing advisory team. When you do, I promise you’ll know, and connect with, your audiences better than ever before.

2. Listen to social conversations

There’s so much being said online—about your organization, causes or issues, campaigns, and organizations you compete with for donations and attention—that you’ll learn a lot by just listening. By monitoring social channels for conversation on relevant topics, you’ll see what resonates and why, enabling you to better engage your people.

Keep in mind that with this kind of social listening, you won’t necessarily know who’s talking and how that person maps (if at all) to your targets. Nonetheless, if there’s a groundswell of conversation on a topic important to your organization, you want to hear it.

Social monitoring options range from free tools like Google Alerts to paid social listening services such as Attentive.ly that illuminate what people in your email file (donors, volunteers, email subscribers and others) are saying on social media and help identify who is influential to improve targeting and increase engagement. This early case study from Attentive.ly really caught my attention:

A few days after the fatal shooting of Michael Brown in 2014, the American Friends Service Committee (AFSC), noticed a significant shift in focus on social media to the hashtag #Ferguson. They could quickly see that terms such as “police” started trending, nationally and among supporters in AFSC’s database (CRM).

AFSC created a saved search to see exactly who in its CRM was talking about Ferguson on Facebook and Twitter. Next, they invited those supporters to a Google Hangout that resulted in record-high participation and 74 donations. That’s incredible targeting!

3. Engage your social communities

If your organization has an active community on Facebook, Twitter, Instagram or other interactive platforms, you have a focus group ready to roll. Before you just ask, and ask, and ask again, prioritize what you want to know. Also, decide how to filter and weigh what you hear since your social communities may not map exactly to your donors and prospects.

Here are a few ways to use Facebook to get to know more about your people:

  • Since you can easily run your organization’s donor or email list against Facebook subscribers who have liked your page, it’s easier to map responses to your prioritized audiences.
  • Facebook’s Live Video tool is an excellent way to gather quick feedback on a draft logo, design, message, or email format (anything, in fact, easy to view via an online video) IF you have a huge and active following on Facebook.
  • Polling is super easy to set up and respond to.

4. Ask for program or event feedback

This technique is ages old but works well, as long as you ask just one or two quick questions. If your question is brief, ask verbally. If you want to gather names or have a couple of questions, then have pens and printed mini-surveys or tablets on hand for responses. If the event is online, pop up a quick survey before the finish.

BUT these insights boost actions ONLY when you…
Capture, Analyze, and Share What You Learn, then ACT on it

Keep in mind that what you learn about your audiences is valuable only when you log, share, and analyze it across your organization.

This process will position you to put your findings to work most effectively right now. Then go one step further to extend their value by adding these insights to supporter data. That’s your path to getting closer than ever with your people, and activating them to move your mission forward. Go to it, friends.

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Nonprofit Facebook: Worth It or Waste of Time?

Facebook—so adored, so dear to so many of us at a personal level—has dramatically changed its spots. And I think your organization’s Facebook free ride is over!

I bet you’ve noticed the change—that is, if your organization is striving to use Facebook to strengthen connections with supporters and prospects and spur them to give. And by now you’ve probably heard the raging discussion about Facebook’s value—or lack thereof—for nonprofits and for-profits alike.

Now, when checking Facebook page activity stats (aka Insights) for our client organizations, I make sure to dive in with a sweet treat in hand. That’s because I need to balance the bad news—which tends to decrease followers and reach—with something good.

If you’re not up on these changes or are unclear on the facts, let me fill you in. You need to know what’s going on so you can make the right decisions for your fundraising and marketing agendas.

Facebook for nonprofits: the situation

Those of us who have been in the Facebook weeds for a while, trying to figure out how best to use it to drive causes and donations forward, know how tough it’s always been—and now it’s even tougher.

This graph, from a recent study by EdgeRank Checker, says it all:

 

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John Haydon’s insight into Facebook for nonprofits

Now here’s a roaring point vs. counterpoint, thanks to Facebook for Nonprofits expert John Haydon, who shares his Yay below.

Reasons to say nay to Facebook

There are two main reasons Facebook use is in question:

  1. Long-time ugh: Facebook constantly changes its algorithm (a.k.a. formula) for what’s fed to your org page “likers” on their own pages and its page design, without advance notice or how-tos. That means for those of us with limited resources, it’s an enormous expenditure of time (and the related ) to learn how to adapt, and to do it.
  2. Most recent ugh: Pay to play with a huge decline in organic reach of your content. Now the frequency with which your posts are placed on “likers'” own pages relates to the level of Facebook ad buy by your organization.

What’s clear is that Facebook isn’t free— plan to pay to have your messages delivered. Now it’s just another paid advertising channel, albeit one with targeted reach if your organization thinks the expense is worth it. 

The criteria for using Facebook for nonprofits

My recommendation: Use Facebook ONLY if you fulfill most or all of these criteria:

  1. You’ve selected Facebook as your social media channel of choice because your priority people ARE on Facebook, and you have a good way to drive them to your page and keep them there. Few organizations can effectively utilize more than one social media channel, at least to start.
  2. You use Facebook as a complementary channel to direct marketing (online and offline), your website and the other places where you have a track record of motivating the actions you want (giving, registering, etc.). Content and look and feel are consistent, tone varies depending on channel and the segment of folks you’re reaching out to in each channel and/or each campaign.
  3. You set concrete goals for whatever is measurable on your page (much isn’t) and try to link actions taken on other channels back to Facebook (and other influences)
  4. You are willing to invest a lot of time, expertise in your Facebook presence, AND a lot of cash for ad buys (your nonprofit will be competing against Zappos and Proctor & Gamble—what are your chances?).

Most organizations I know DON’T FIT THIS PROFILE. So for most of your organizations, Facebook is NOT worth the investment, even if your CEO or board chair is pushing it hard.

Exceptions to the critera

1) If your organization works with cats, puppies, or other adorable animals, that’s another reason to pursue Facebook reach. Take at look at RedRover’s Facebook page. Cute animal photos pull big-time on Facebook!

2) If you’ve successfully built a loyal, active group on Facebook, keep up the good work. Two examples, from small to mammoth, are the Findlay-Hancock County Community Foundation and Planned Parenthood of America, which has nurtured a dedicated, at-the-ready group of activists via Facebook.

Now over to John

Reasons to say yay to Facebook

Nancy: What is the value in nurturing a brand page/community for orgs on Facebook?

John: Every marketing plan—whether it’s for a brand or a nonprofit—should include word of mouth elements. You want to create opportunities for your community to tell their friends about you.

The fact is, people talk with their friends on Facebook about what’s important to themmovies, weekend activities, family milestones, and causes.

Nurturing your community on Facebook increases the likelihood that they’ll talk about your nonprofit with their friends. In fact, according to one study, Facebook is the most powerful word-of-mouth social media channel.

Nancy: Are there a few criteria a nonprofit can assess to clarify if and/or they should invest (or continue to invest) in its Facebook brand page?

John: It isn’t reason enough for you to simply have a Facebook Page. If your nonprofit depends on fundraisers and volunteers to exist, Facebook should be an important communications channel. Most of the people in your database probably use Facebook already.

If you want to see how many people in your community use Facebook, you can upload your email list as a custom audience and see how many Facebook users are in your email list. Just follow the instructions in this video.

Nancy: What should orgs change strategy wise, with this new algorithm?

John: The purpose of the News Feed algorithm is to display the most interesting content to each Facebook. This way, they will continue to to use Facebook as an important way to connect with friends.

Because Facebook is a friend network, using your nonprofit’s “brand voice” will not work. For example, if all you talk about is your 50th anniversary fundraiser gala, you will bore people and therefore get zero visibility in the News Feed.

The solution is igniting your nonprofit’s “friend” voice (your community sharing your content with their friends).

Nonprofits can start with these questions:

  • What does out community get passionate about?
  • What’s truly useful and interesting to them?
  • What needs are not being met by competing organizations?
  • What are specific ways you can become indispensable in their lives?

Again, getting your current true fans talking about you with their friends on Facebook.

Nancy: How should nonprofit communicators start advertising on Facebook, if they fit the criteria I shared?

John: There are four things to keep in mind when using Facebook ads:

1. Have a plan. As with any type of ad investment, be really clear about why you are using ads in the first place. Do you want more website traffic? Do you want more engaged fans? Do you want more likes?

2. Target wisely. If a breast Cancer foundation targets all women in north America, they will be wasting money on Facebook ads.

For example, it’s better to target only women who have expressed an interest in breast cancer (liking breast cancer related Facebook pages). Additionally, use your Facebook page Insights to determine what demographic is most likely to like your page, and engage with your posts. Targeting Facebook adds wisely will not only save you money, it will increase conversion rates for those ads.

3. Only promote awesome. If you are using Facebook ads to promote page posts, make sure you’re only selecting posts that have performed well. This way when people do see the post as a result of an ad, they will be more likely to engage with it as others have done before.

4. Avoid smelly fish. Facebook ads are like relatives and fish – they go bad after about 5 days. Always make an effort to push fresh posts with ads, instead of letting an ad run for 30 days.

Nancy: What can we expect next from Facebook?

John: You can expect more competition in the newsfeed from brands, friends, and competing nonprofits. Your only solution is to become likable in the real world, not just on Facebook.

Please share your Facebook plan (or plan not to use) and why here, and/or tell us what it does (or doesn’t do) for your organization.

 

5 Steps to Newsletters that Keep Your Donors Close (Part Two)

Donor-loss danger ahead!  An all-time low 39% donor retention rate means donors are likely to cut your organization from the list next time round.

You have to stop the attrition: “A 10% improvement in retention can yield up to a 200% increase in projected lifetime value, as with higher retention significantly more donors upgrade their giving, give in multiple ways, recommend others, and, ultimately, perhaps, pledge a planned gift to the organization,” says fundraising expert Adrian Sargent.

That’s mammoth potential, and your donor newsletter is a vital tool for getting there.

Here’s how:

Read Part One first

4. Use a tried-and-true donor newsletter formula

Print newsletters

You’re lucky enough here to have a well-tested format formula for your print newsletter, created fundraisers at the Domain Group in the 1990s. It still works!

The Domain formula includes:

• Page count: Four to six pages (in tests, adding more pages did not produce more revenue)
• Short articles
• Write for skimmers (use superstar headlines, bullets and lots of white space)
• Send to donors only, but ensure it goes to ALL donors
• Make the voice personal (the word “you” dominates) rather than institutional; get one-to-one
• Focus on progress updates (tell donors how much they have changed the world through their gifts)
• Include a response envelope
• Mail in an envelope

Source: Tom Ahern

I’d go one step further to suggest you:

  • Design a 4-page (11×17) newsletter, that folds to 8 ½ x 11
  • Print it four-color (it’s cheaper than 2-color in most cases)
  • Test the outside envelope with your list. I’m not as convinced of its value.

On the fundraising content, it’s more implicit than explicit. You do want to put the opportunity out there and make it easy for folks to give. In addition to including a response envelope like the one below, mention your donation page web address and the speed and safety of online giving frequently and clearly.

enews650

This response envelope makes it clear how to give clear, and easy to do so.

Email newsletters

43% of all emails are opened on mobile devices. That means your single most important formatting to-do is ensuring your e-news is easy to read, and click on, via smartphones and tablets. Make it happen now.

Otherwise, make your emails brief, punchy and a pleasure to view and read. Follow usage patterns closely to see what issues, calls to action, layout, subject lines and other elements drive interest and action, and which don’t.

Two must-includes here, beyond the content:

  • A big, bold Donate Now button
  • Links to follow your organization on social media channels, and to share your e-news content there as well.

donate

Source: Nonprofit Tech for Good

5. Set a donor newsletter schedule

I recommend that you publish your print newsletter quarterly, and your e-newsletter once or twice monthly.  If that print newsletter schedule is absolutely impossible—due to budget and/or time limitations—send two print newsletters annually, timing them to arrive four weeks before your late spring and year end appeals

Of course, twice (or even four times) annually means that your publication is more of an update or progress report than a true e-newsletter. So set expectations (and name your publication) accordingly.

But whatever schedule you commit to, meet it! I know that can be hard. We’re a 1½- person firm so I face the same kind of time and budget limitations you do.  But breaking a promise is bad news, shouts “who cares,” and undermines your organization’s credibility.  Just don’t do it!

Read Part One here

What feedback do you get on your donor newsletters? Please share it here, along with newsletter suggestions for your donor-loving peers in the field! Thanks.

5 Steps to Newsletters that Keep Donors Close (Part One)

Read Part Two Now

Your organization’s relationship with your donors is like any other relationship you have; it requires focus and nourishment, forever. That’s the only way to keep your donors satisfied, engaged and, hopefully, giving.

In fact, most fundraisers are doing a poor job of it, with donor retention rates plummeting to an all-time low of 39%. That means donors are likely to cut your organization from the list next time round.

You have to stop the attrition: “A 10% improvement in retention can yield up to a 200% increase in projected lifetime value, as with higher retention significantly more donors upgrade their giving, give in multiple ways, recommend others, and, ultimately, perhaps, pledge a planned gift to the organization,” says fundraising expert Adrian Sargent.

That’s mammoth potential, and your donor newsletter is a vital tool for getting there. Here’s how:

1. Share engaging content

Before you write a line, set up the right frame for your newsletter. The primary goal is to reshape your donor relationships from the transactional to one that’s more personal, productive and long-term—the triad of donor retention.

The only way to get there is to get beyond the ask. After your heartfelt and prompt thanks for a donor’s first gift, you want to invite her further into your organization­­.

Make her feel acknowledged, appreciated and right at home—just as you would invite a new-ish friend over for dinner when you’re ready to get one step closer.Your style, schedule, family, aesthetic and cooking finesse are all laid open during that visit. In much the same way, your donor newsletter invites donors in to experience your organization’s (and community’s) personality, promises and values in a way far richer and more meaningful than ever before.

2. Leverage audience personas

You fundraise day in and day out, making it challenging to remember that your organization is just one of many elements in each donor’s life. Think about your own giving—how often do you think about the nonprofits you support in the course of a typical day?

To counteract the urge to talk to folks like you, rather than your donors, you need to consciously step into their shoes to identify what to focus on and how to make your content easy to digest and remember.

A reliable path to content connection is to launch an imaginary editorial board, comprised of personas (how-tos here) representing up to nine of your most important donor segments.

Next, create one-page persona profiles like the one below. Liz Henkel represents the “Retired Women, Annual Gifts $200-$500” segment so important to one of our clients, a foundation that supports a regional parks network.

enewsweb

Then spend some time with your board members by surrounding your desk with these profiles. When I work on the foundation’s newsletter, I’m writing to Liz and the foundation’s other donor personas. I couldn’t ignore them, even if I wanted to. It works!

3. Share your newsletter on the right channels

Use your newsletter to spend time with your donors in two channels—print (if you’re your donor base includes 55+ers) and email—each with distinct content. Shape your print newsletter as a rich, immersive visit, and your e-newsletter as a quick check-in call.

Send this newsletter to donors only, so your voice stays clear and focused. This includes ALL active and recent donors, not just selected segments, with the option to opt-out.

Print newsletters

One of the most common errors I see in print newsletter production is using a different content mix for every issue. Although this “whatever we’ve got” approach may make it easier for you to get the newsletter out the door, it makes the product far harder for your donors to absorb and diminishes the likelihood they’ll do so.

Instead, create a content formula or mix based on your personas’ wants and interests. Consistent use of this formula will makes it easier for you to be seeking and creating the content you need on an ongoing basis, and for readers to recognize your newsletter at a glance (increasing probability that they’ll read it).

Prioritize the elements donors focus on most: photos, headlines, photo captions and articles, and include:

  • Pull quotes: Highlight important or meaningful quotes.
  • Photos: In the twice-yearly donor newsletter I create for one client organization, we showcase one or two beneficiaries (including children whenever we can) in a enewsweb2few photos. We caption each photo with a description of what’s going on, and then connect that activity to donor support. Who can resist a photo with mini-story like the one at left?
  • Success stories: Show how donor support leads to visible impact. This is great material for the first page.
  • Donor-created content: Testimonials should top your list.
  • Coming attractions: New programs, services, locations present a golden opportunity to show donors what you can do with more money.
  • Program updates: What have you accomplished and how have your donors helped?
  • Issue or cause updates: Highlight what’s changing, why that matters and how your organization is adjusting accordingly.
  • Donor profiles: Select profile subjects who most of your donors will relate to.
  • Letter from your executive director: Do this only if you must and then, never on the front page.

Note that there’s no hot news here; we’ll address that in your eNewsletter

You can change your content formula when the insights you gather and assess—from your donors, the trajectory of your issue or cause and more—indicate that makes sense.

Email newsletters

Your donor eNewsletter’s main job is to remind supporters your organization is active in moving your cause forward. This is where you can update them on hot news or share an immediate call to action.

Content options mimic those for your print newsletter, in short form. eNewsletters function more like a quick drop-in than the leisurely visit of the print newsletter experience; so keep your content brief.  Include one or two content features in each newsletter, but no more than a single call to action.

Weave your key messages—conveying your organization’s promise, impact and appreciation of your donors—throughout all print and online newsletters. Donor newsletters done right will help keep your donors close.

Follow these steps to strengthen your relationships with your donors and increase your retention rate. Promise!

Read Part Two Now

What—if any—feedback do you get on your donor newsletters? Please share it here, along with newsletter suggestions for your donor-loving peers! Thank you.

 

Your Nonprofit’s Facebook Timeline Page: Checklist for Connection (Part 1)

Be sure to read: Message It—How to Make the Most of Your Facebook Timeline Page (Part 2)

There’s no stopping it…your organization’s Facebook page is changing forever, whether you like it or not.

If you haven’t started on Facebook yet, this is a great time to dive in (and it is the place to start with social media—with the potential to be a second website for your organization).

Even if you aren’t really launching publicly yet—as you’re still working on your marketing plan or have determined that social media isn’t yet a priority channel for your organization—get your feet wet now so you’ll be ready to go 100 m.p.h. when you have to.

For those of you already on Facebook, the format change will happen whether you’re ready or not, so be proactive in using the shift to boost your relationship building.

Changes to Facebook page formats

You’ve probably heard about the transition but may have resisted diving in. Here are the crucial changes:

  • Greater opportunity to tell your organization’s story over time as Welcome Pages disappear, replaced by Timeline.
  • More visual: A large-format “cover photo” must be featured at the top of your page (851×315 pixels). Using these specs, the photo will take up about 70% of the vertical space of the top screen on your page. This is a huge amount of real estate; you’ll have to work hard to use it well.
  • Increased ability to highlight:
    • A key post at the top of your timeline for up to seven days by “pinning” it, to feature your call to action. Change it weekly if possible.
    • Important stories/posts with the star icon (and de-emphasize those less relevant).
  • Plus even more visuals: Larger photos and videos in your posts.
  • More interaction: People can message your organization (much like they message their Facebook Friends) and can see what their friends are saying about your org.
  • No more landing pages.

These changes are significant and take some time to review, digest and strategize on. Start now if you haven’t already.
Read on for what these changes mean, to your organization and to your Facebook network…

How do these changes impact nonprofit Facebook pages?

Your organization’s Facebook page now features an engaging cover photo (if you do it right) like this one:

By April Fools Day, the Facebook community you’ve been working to build (whether you’ve been slaving away or approaching it more casually) or thinking about trying to nurture, will see something completely different. But the something different goes way beyond your “cover page” (as it’s called).

Equally important is your ability to tell your organization’s story over time on your Facebook page, much like you do on your website. That means you have to actively curate current and past Facebook content to make the connections for your audiences, and ensure they make sense. That’s very different from the “of the moment.”

And since nonprofit pages will be more similar in appearance than ever before with this new standardized layout, it’s more important that you are as strategic as possible with every element on your page to make the experience visit most compelling for your Facebook network.

As a result, your Facebook community’s experience with your organization via Facebook will change dramatically and, assuming you want to continue building and strengthening relationships via your Facebook page, you must focus on shaping that experience to be most satisfying for them, and most productive for your organization!

I urge you to be proactive; to use this shift in Facebook’s own strategy as an opportunity to strengthen your organization’s Facebook presence, or launch a great first-time page.

Additional resources for crafting an engaging nonprofit Facebook page

Then jump on it.

What’s your strategy for your Facebook Timeline page, whether your page(s) are a minor part of your marketing agenda or a major component? Please share your strategies and questions here.

Be sure to read: Message It—How to Make the Most of Your Facebook Timeline Page (Part 2)

Five Tech Tips to Punch Up Your Nonprofit Communications

There’s a disconnect in the nonprofit world. I read countless articles about technology and its powerful applications for the nonprofit sector, but seldom is there coverage of the critical interface between technology and communications strategies. That’s a serious gap.

What’s happened, in my opinion, is that many of us shy away from technology. By leaving tech decisions to the IT department rather than schooling ourselves on these opportunities, we limit the impact of our communications strategies.

My advice to you is to learn what tech tools can strengthen your nonprofit’s communications strategies, and what choices you have. If you have an IT team or consultant, ask them to dig into the details. But get to know the basics yourself. That way you’ll make sure you get the right tool, and you’ll get the most out of it.

I interviewed nonprofit technology expert and author Michael Stein for his take on tech tips to strengthen your web and email communications impact. Michael, who has worked with Children Now, Groundspring and now as an Internet strategist with the eOrganization.com, had some great ideas:

1. Gather accurate communication information

Improve the ways in which you gather personal information and email addresses from stakeholders with the following tips:

Tip: Don’t just ask for email addresses when you ask your audiences to subscribe to your e-news. Gather name, street address, zip code, how they heard about you. Take it one step further to do some quick surveying on issues.
Tip: Think more like a business in terms of figuring out the sources of these leads. You want more of them.
Tip: Ask for an email address when your web users request a PDF download.
Benefit: You’ll learn more about how various outreach techniques are working to validate (or not) marketing expenses and impact.

2. Make your communications accessible

Readers have different preferences on every platform. For email newsletters specifically, publish plain text as well as HTML format versions for the following reasons:

Insight: Many of your readers are likely to prefer HTML e-newsletters, so publish in both HTML and plain text versions. The format makes it much easier for readers to act. Studies show that HTML format performs much better in terms of click-throughs, forward to friend, etc. (NOTE: Readers, there is conflicting data on this last point.)
Benefit: Better engagement with audiences, by giving them a choice of format and the opportunity to take action with a click.
Caution: Don’t forego your text version. Many readers still prefer text.

3. Publish content in a timely manner

A great way to disseminate content quickly without compromising thoroughness is by diving into blog publishing:

Definition: A blog (an abbreviation of weblog) is a website that serves as an online journal, updated very frequently with commentary on one or more topics. Blog authors — called bloggers — commonly provide links to related information, with commentary. Because of their low barrier to entry (blogs are easy and cheap to implement), blogs are proliferating in the nonprofit sector.
Insight: The “blogsphere” is becoming huge, with content feeds (RSS readers deliver blog content to interested audiences) growing at a rapid pace. Blogs are a great way to disseminate content in a timely way.
Benefit: Some high-impact ways to put your blog to use for your nonprofit include:

  • Serializing content, such as daily reports from an oceanographer on an expedition or an advocacy campaign hard at work.
  • Building community by providing a venue for multiple voices (staff and/or members, experts or others).
  • Critiquing events or news items in your issue areas, as they occur.
  • Reinforcing content disseminated via other communications vehicles — broadcast, print or online.
  • Providing personal perspectives, which enable your audiences to get to know your nonprofit’s staff members. Emphasize the people in your organization to strengthen relationships with your audiences.

4. Use effective communications tools

Explore using application service providers (ASP) to streamline your online operations:

Insight: There are now automated systems, that you don’t have to maintain (they live in a server, which you access via the web) for operations from website content management and online donation processing to email messaging and online event registration.Consider moving these processes online and off your desktop computer.
Benefit: Easier software interfaces. Faster learning curve. Sometimes your software cost will be higher, but your total cost of operation (since you’ll save hours in set up and maintenance) will be lower.
Example: Take a look at Citysoft, an ASP targeted to nonprofits, associations, educational institutions and other socially-responsible organizations. Citysoft offers a menu of tech tools from email marketing to web content development software, and donor and event management.Depending on the modules you select, your organization can send email newsletters to members and constituents and track the results, create online communities for audience use, provide event registration and much more.

5. Make an online communications strategy

Develop a web search optimization agenda to improve search engine positioning:

Tip: The best way to improve search engine positioning is to get links to your site placed at other web sites where your audiences already are.
Tip: Once you’ve identified key sites you’d like to be linked from (start with a list of the top 20), start calling or e-mailing. A great way to do this is to find an intern or volunteer to beat the bushes. Link placement isn’t skilled work (after you identify the key sites) but it is extremely labor intensive.
Benefit: Improved positioning in search engine results.

Michael, thanks for your clear and practical ideas on how Getting Attention readers can put tech tools to work to strengthen their communications impact.

Communicating on Difficult Issues (Case Study)

Question: As a small domestic violence service agency in rural Pennsylvania, we face a real communications challenge. Whenever we publicize our existence or events or what have you, our communications are seen as bad news, i.e. that there is domestic violence in our county. How do we make sure the public is aware of this important issue and of the help that is available without “turning off”? The general public often holds erroneous beliefs about the cause, prevalence, etc. of domestic violence.

– Cheryl Miller
Training Coordinator/Legal Advocate
SAFE, Inc
Clarion County, PA

Dear Cheryl,

You’re facing a classic communications dilemma – talking about an issue that makes people uncomfortable. Many audiences don’t want to hear it and respond with the “it has nothing to do with me, so I don’t want to know about it” mind-set. So how do you communicate in a way that ensures your audiences really listen to what you’re saying, and respond in the way you wish?

Keep in mind that, in most cases, the underlying foundation of difficult issues is the soft, or the human, issues – attitudes, opinions, self-image, values, beliefs, and feelings about how the world is organized and people’s place in it. This context is difficult enough to tackle in a one-to-one, face-to-face conversation, much less through broader communications strategies.

However, Cheryl, you’ve already identified the challenge (an important first step), and there are definitely some concrete steps you can take to build public awareness of the issue and ensure that county residents know that SAFE is there to help.

Clearly define your communications goals

The first step is to precisely define your communications goals so that you focus your communications work in the right direction. Here’s what I think your goals are likely to be:

  • Raise awareness that SAFE is there to help victims of domestic violence.
  • Educate the public about domestic violence so that people are able to identify their situation as victims or abusers.
  • Motivate behavioral change among abusers and abuse victims.
  • Change policy to improve protection for and support of victims of domestic violence.

In order to achieve these goals, SAFE must:

  • Create and/or retain a positive reputation in the community so that the legal and social welfare systems, county government, education and religious institutions, donors, and others view SAFE as an ally, rather than an adversary.

Pinpoint your audience

Next, look closely at your audiences and see just who composes that “general public.” For many nonprofits, the general public remains a vast, undefined secondary audience. For an organization like yours, focused on a problem so often hidden, the general public is a primary audience. Having volunteered in domestic violence shelters, I know that it’s impossible to predict who may need your help. So you need to get the word out there quite broadly.

In addition, in order to meet your communications goals, I’d suggest targeting the following audiences, who can serve as intermediaries:

  • Caregivers: Social service agencies, the medical community;
  • Clergy and teachers: School and religious institution staff;
  • Legal: Police, the judiciary;
  • Children’s and family-oriented organizations: Church groups, Girl and Boy Scouts;
  • Community organizations: Library, civic clubs;
  • Press.

Also, for realization of your policy goals, you’ll want to reach legislators at all levels.

Hone your communications messages

When you’re talking with audiences who don’t recognize that your issue IS an issue, or those who actively recoil from it, it’s critical to put yourself in their shoes and get to know their point of view. That’s the only way you’ll create messages that they’ll relate to, emotionally and rationally.

Start by creating a profile of your target audiences, including their attitudes, beliefs, habits, and interests. If you can, attach the profiles to people you really know, to reinforce your understanding.

Next, create a set of core messages that concisely convey what you do, what its importance is, and what you want your audiences to do about it – in a way that your audiences will hear. I don’t know enough about your community to know everything that’s important to citizens there, but I know that linking your work to the following benefits will have a positive impact:

  • Healthy and happy families;
  • Reduced drain and expense on social service agencies and the judicial system;
  • Overall stronger community.

These are benefits everyone has to appreciate, Cheryl, and you can probably list many more generated by your work. These benefits should be at the core of your messages and communications.

Let your intermediaries promote your communications

Now that you have your messages, honed to reach the audiences you need to reach, how do you get the word out?

Cheryl, we don’t have room for a complete strategy here. But let me suggest the following approach, in addition to your existing communications program:

Because you’re working with difficult and sensitive issues, and are striving to build a positive reputation for SAFE, it makes sense to enlist intermediaries (whom you train) such as those listed above, to get the word out. These intermediaries, from physicians to the clergy and Girl Scout leaders, already have relationships with your audiences, are trusted, and are likely to be heard far better than direct communication or education from SAFE.

Nothing is better than conversations on difficult issues because conversations can adapt to attitudes that emerge. Printed materials don’t offer that flexibility but ensure that you are getting your messages out, broadly, in the way in which you feel most comfortable.

I’d suggest running training sessions for your intermediaries to ensure that they are clear on what domestic violence is, how to know if someone you know is being abused, and what the services are that SAFE and other organizations provide to those in trouble.

These folks are the best “distributors” of your messages and printed materials. Of course you have to ensure that your intermediaries carry your messages out to your audiences, rather than their own. In addition, I’d ask these intermediaries to talk about domestic violence and SAFE in their own communications, such as newsletters.

And of course, Cheryl, you should continue to produce your own public education materials and do some direct communications yourselves via mail, email, your web site, postering, and other vehicles.

You’ll find former victims and abusers to be powerful spokespeople. Again, when SAFE steps backstage, letting others talk about the work it does and the issue of domestic violence, you’ll be “un-demonized.” This approach offers the opportunity to situate domestic violence services as a means of strengthening the community.

For more articles and case studies, subscribe now to the Getting Attention e-update.

Is Cause Marketing Right for Your Nonprofit?

You know that cause marketing is a partnership between a for-profit and a nonprofit. Each partner has something to offer the other.

Cause marketing is certainly a potentially significant strategy in your overall nonprofit marketing plan. And some of you have a cause marketing program in place already. But for those of you who don’t (and that’s most nonprofits), how do you know when cause marketing is right for your nonprofit? And if it is, how do you bring the program to life?

These questions are more weighty than ever in light of the controversies surrounding the Komen-KFC deal (guidelines for productive partnerships here) and the more recent Nature Conservancy (and other major environmental organizations)-BP deal.

I interviewed expert cause marketer Joe Waters, Director, Cause & Event Marketing at Boston Medical Center, to answer these questions and more. There’s no better resource on cause marketing than Joe’s blog, Selfish Giving. Joe features case studies (with specifics), trends and news from the field – it’s a must read for all cause marketers, and those still considering jumping in.

Cause marketing basics

Nancy: How do you define cause marketing? There are so many definitions out there. Many nonprofit marketers are confused.

Joe:
Cause marketing is a win-win partnership between a nonprofit and a for-profit for mutual profit, usually involving point-of-sale and/or percentage-of-sale programs. The “profit” for the nonprofit is visibility and/or money. For the for-profit, it’s an enhanced image and sales.

Nancy: How did cause marketing evolve as a major strategy for corporate support of nonprofit issues and causes?

Joe: American Express’ campaign for the Statue of Liberty in the early 80’s was the first major cause marketing effort. Since then, companies have slowly caught on to the value of moving beyond straight philanthropy. Frankly, many have had no choice because of the disappearing bottom-line that once made “charity” possible. Cause marketing allows companies to serve two masters: Consumers that expect them to give back, and investors who demand growth. It’s called cause marketing, but a more accurate name is “Cause Sales”.

Benefits of cause marketing

Nancy: What kinds of nonprofits are likely to benefit from cause marketing, and to solicit interest of corporate sponsors?

Joe: A company will sometimes partner with a small, unknown charity simply because it’s a worthy cause, but most look for charities that are well-known and respected by consumers. There’s a double benefit here because they’re supporting a worthy cause AND a reputable organization. Companies also favor charities with a large supporter base and, increasingly, marketing know-how.

For instance, the studio that released Charlotte’s Web partnered with Heifer International, an Arkansas-based nonprofit that provides livestock to poor farmers, because of a natural farm animal connection. What sealed the partnership was Heifer’s 160,000 person mailing list and ability to conduct grassroots marketing from a nationwide network of offices. The studio could have partnered with any organization that worked with livestock, but Heifer delivered advantages they could take to the bank.

Nancy: Who usually benefits most, the charity or the corporation?

Joe: People always seem to think it’s the company, but I disagree. For most companies, cause marketing is just one of the ways they’re building reputation and driving sales.

Their marketing mix is like a dish with 100 ingredients: If you leave one out, no one will miss it. But with fewer ways and dollars to promote themselves, nonprofits stand to gain a lot from cause marketing, especially if they land the right partner.

Take the partnership between Starbucks and Boston-based Jumpstart, focused on early literacy skills. Since 2006, Starbucks has raised money and given Jumpstart great visibility via its website and stores, especially in the northeast. Thanks to Starbucks, Jumpstart now enjoys national awareness. But what has Starbucks gained from this one partnership? Can we really say that Starbucks would be any less successful if they hadn’t partnered with Jumpstart? Nope.

Cause marketing tips and best practices

Nancy: What are a few “best practices” case studies?

Joe: Well, I think the Starbucks/Jumpstart partnership is a very strong one. It demonstrates just how much one company can impact a nonprofit. And Starbucks has benefited over time from its cause marketing partnerships with Jumpstart and others to forge a credible brand that has probably helped its business.

I also really like the point-of-sale cause marketing program A. C. Moore and Easter Seals recently completed. Even though it was a national program, it has some good lessons for local cause marketers like me (and probably most Getting Attention readers).

The breakdown of the program was simple. At A. C. Moore’s 136 stores cashiers asked customers to donate a dollar to Easter Seal’s Act for Autism campaign and together they raised over $141,000.

Great results, but here’s what makes this cause marketing effort noteworthy…A special in-store event. During the point-of-sale campaign, A. C. Moore invited customers to a Make & Take crafting event in stores that involved a jigsaw puzzle (for autism awareness). What a great combination of crafting and cause! I was thinking how great it would be if we did an in-store pumpkin decorating event at iParty stores during their October point-of-sale program for us.

Nancy
: How should a nonprofit dive into cause marketing for the first time?

Joe: There are many steps, but the first is to honestly assess what you have to offer a corporate partner. Does your organization’s mission resonate with a company’s customers? Do you have an event that will provide great visibility for your partner? Do you have a relationship with a sports star or celebrity to feature in a joint advertising campaign? Do you have an extensive network of volunteers or local offices to help market a company’s products or services?

With my organization, Boston Medical Center, we started with strong relationships with just two Massachusetts-based companies, iParty and Ocean State Job Lots, which had been consistent supporters of the organization for many years. Since then we’ve inked over 50 cause partnerships with Mass-based companies.

Nancy: Whom on the nonprofit staff should be involved? Is this a marketing or development responsibility?

Joe:
It’s both. But what’s more important is that everyone understands the value of cause marketing to the organization. If leadership and staff members aren’t committed, it really doesn’t matter what department you work for or how talented you are. It won’t work.

Nancy
: OK, let’s assume that there’s a nonprofit that doesn’t fit your criteria for cause marketing success? What other kinds of corporate support are available?

Joe:
I would tell them to stop worrying about cause marketing and just focus on opportunity. If you have something of value that you think companies will want, you don’t have to stay between the lines of cause marketing.

A friend of mine works for a Boston organization with lots of foot traffic. She does traditional cause marketing, but she closed her best deal when she convinced a company to sell their products in her main entrance area. That one deal raises her organization several hundred thousand dollars annually. Is it cause marketing? No. Is their money green? You bet it is.

Final thoughts on cause marketing

Readers, I’d appreciate hearing your experiences with cause marketing so we can share them with the Getting Attention community.

  • For those of you still on the fence, what are the barriers keeping your organization out of cause marketing partnerships?
  • For those of you whose organizations are recent entrants, what motivated the decision to develop such partnerships and how are they going?
  • And for those of you who are long-time cause marketers, what is different (and more challenging) in today’s cause marketing arena?