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#CauseSD ™
PARKER PIKE
Adding Value to
Nonprofit Proposals
™
18th Annual San Diego AMA
Cause Conference
Everyone
Stand up
#CauseSD ™
18th Annual San Diego AMA
Cause Conference
Try something new
May be uncomfortable
Today...Think different
#CauseSD ™
18th Annual San Diego AMA
Cause Conference
Are we
talking about
philanthropy?
#CauseSD ™
18th Annual San Diego AMA
Cause Conference
Sponsorships
Vs.
Partnerships
#CauseSD ™
18th Annual San Diego AMA
Cause Conference
Sponsorships
Vs.
#CauseSD ™
18th Annual San Diego AMA
Cause Conference
To help you today:
1. Show you WHY
Corporate view
2. Show you HOW
Handouts to take home
#CauseSD ™
18th Annual San Diego AMA
Cause Conference
#CauseSD ™
18th Annual San Diego AMA
Cause Conference
• It’s what companies want
• It’s what media want
• It’s your way to differentiate your
proposals from 1,000’s of others !
#CauseSD ™
18th Annual San Diego AMA
Cause Conference
#CauseSD ™
Return on Community Investment
• Expected from corporate funders
• Whether nonprofit or new business
-- It’s still their money
• Won’t consider funding
without ROCI
#CauseSD ™
Cause Marketing….
Partnership Marketing….
•A Commercial relationship – 2 way
•Marketing-based cooperative effort
•Focus - profitability and competitive
position for companies
•Focus - increased awareness and
funding for non-profit organizations.
#CauseSD ™
Why? Because it works !
•American Express
•Statue of Liberty Renovation
•Spent $14,000,000 in
Advertising
•Card usage up 26%
•Powerful differentiator
#CauseSD ™
A New Normal
•Increased competitive pressures
•Unreliable government funding
sources
•Competition for funding getting
more sophisticated
•Considering new strategies
#CauseSD ™
Partnership Marketing… Good news
• Nonprofits are desirable
partners
• Our partnership is worth money
• Our partnership could build
volunteer resources, reach new
customers, support Employee
Engagement....
#CauseSD ™
Corporate View Survey
10 San Diego
Companies
Mind blowing
information!!!
#CauseSD ™
2012 Corporate View Survey
Please answer two questions
regarding two proposals sent
to your organization.
The proposal is from ABC
Nonprofit that does fit your
giving guidelines.
#CauseSD ™
Corporate View Survey
In both proposals, your financial
support of $2,000 makes your
organization the presenting
sponsor at the nonprofit’s annual
event supporting 400 high school
students with needed technology
resources for their classrooms.
#CauseSD ™
Participating companies
•Barona
•Luce Forward
•Manpower Inc.
•Stemedica
•SDG&E
•SD Business Journal
•US Bank
•Time Warner Cable (local & regional)
•UPS Foundation
#CauseSD ™
Proposal 1
To thank you and recognize your organization’s support, we
will provide the following:
•Recognition in a promotional message - SD Business Journal.
•Full page, color message in the event program.
•Your logo on 4 main event banners.
•Logo on nonprofit homepage of website for one month.
•Inclusion of your promotional flyer - 1 direct member mailing
Article and photo – your employees participating at event in
eNewsletter.
•Recognition in all materials, publicity and social media.
#CauseSD ™
Proposal 2
Description Reach Value
• Recognition for company in the SD Business Journal,
primary logo in ¼ pg. promo message. 45,000 readers $1,500
• Full page, color message - event program. 3,000 attend/mbrs 750
• Logo on 4 event banners. Banners 20’ long. 1,500 event attendees 250
• Logo on homepage - website for 1 month. 5,000 web visitor 1,000
• Inclusion of your flyer in 1 direct mailing to mbrs. 1,500 members 750
• Article/photo – your employees participating - eNewsltr. 1,500 members 500
• Recognition in all publicity. 100 media kits, logo
on letterhead for 1 year, social media with 5 prtnrs. 25,000 viewers/readers 2,000
producing 20,000 views & clicks), guaranteed recognition
with 2 local media partners.
Totals 82,500 $6,750
Ask: $2,000
ROI for $2,000 investment approx. 3:1
#CauseSD ™
Corporate View Survey
Which proposal do
you think companies
prefer? (First question on survey.)
#1? #2?
#CauseSD ™
Corporate View Survey
Results:
•Preference for #1……
1 company… (slight preference)
•Preference for #2……
9 companies… (5 greatly - 4 slight)
#CauseSD ™
2012 Corporate View Survey
Second Question for companies:
______% of proposals that
you receive that provide
some form of reach and/or
value information?
#CauseSD ™
Corporate View Survey
True Average of 10 companies:
Only 11% provided reach/value
Take out the highest score (50%) and
lowest (0%)....average is:
Only 8% provided reach/value
.
#CauseSD ™
Which Means…..
By following a few simple
guidelines, your proposals can
be…
of all nonprofit proposals today
in San Diego.
#CauseSD ™
Corporate comments...
WARNING
Please….for your safety
and the safety of those
around you….please
remain seated during this
next segment.
#CauseSD ™
Partnerships - Collaboration
(New Math)
#CauseSD ™
Corporate comments...
“Rarely do nonprofits offer
any specific detail…which, of
course, is helpful in
determining whether or not the
partnership is valuable.”
#CauseSD ™
Corporate comments
“More often than not, proposals
look like #1. However, when
presented side by side, #2 seems
like they are more responsible and
have taken an active interest in
researching before submitting
their proposal.”
#CauseSD ™
Corporate comments
“The more detailed
the request….
the better.”
#CauseSD ™
Corporate comments
“We get hit up for sponsorships like
this multiple times per week.
I’ve been with _______ for 12
years, and I don’t think I’ve ever
seen a funding request that even
attempts to quantify the ROI like
option 2 does.”
#CauseSD ™
Corporate comments
“We constantly evaluate proposals.
Since we’re using advertising dollars,
the reach and exposure is important.”
“To be blunt, we’re still advertising—
doing good is secondary!”
#CauseSD ™
Corporate comments
“I greatly prefer #2. We want
to see the ROI, and, more
importantly, we want to know
that the non-profit
understands the corporate
world enough to know that
this ROI is valuable.
#CauseSD ™
Corporate comments
I would say roughly about
10% of all our proposals
come in like proposal #2,
but they are the first ones
we look at, and quite frankly,
they get priority.
#CauseSD ™
The bottom line
#CauseSD ™
Companies are looking for...VALUE
 Financial dividends
 Social Dividends
 Employee Engagement
 Partnerships...not short
term sponsorships
#CauseSD ™
ROCI (Investment) For companies
Positive branding
Change in consumer attitudes
Employee benefits, perks
Higher sales... new target audience
Leveraged advertising
Volunteer opportunities
#CauseSD ™
Benefits for Nonprofits
Support fundraising &new sources
Increase Volunteer base
Increase membership/donor base
Increase awareness & branding
Create media partnerships
Generate advertising, with no ad
budget
#CauseSD ™
Nonprofit proposal evaluation
•Receive 1,000’s of proposals
•Strategic from company
perspective
•Evaluation based meeting
company guidelines, not your
needs.
#CauseSD ™
12,300 nonprofits in SD
•Have passionate talented people
•Focused on a great mission
Not relevant unless we can…
•Help company meet it’s mission
•Provide tangible benefits from
community and business perspective
#CauseSD ™
SDAMA 18th Annual Cause Conference
Low tech summary....It works !
#CauseSD ™
SDAMA 18th Annual Cause Conference
#CauseSD ™
SDAMA 18th Annual Cause Conference
(Handout One....)
Step One:
Resource audit
Are you ready...or not?
Is your board on board?
#CauseSD ™
SDAMA 18th Annual Cause Conference
(Handout Two....)
Step Two:
Reach & Valuation Worksheet
Real numbers
Estimated dollar value
Is your board still on board?
#CauseSD ™
SDAMA 18th Annual Cause
Conference
(Handout Three....)
Step Three:
Reach...show them your impact
Estimated CPM (advertising
equivalency)
ROI...show them your value !
#CauseSD ™
Valuation criteria
Recognition in Your “Touch Points”
•Newsletters (Hardcopy & e-newsletters)
•Websites & social media
•Offices, building & events
•Media coverage - newspaper, magazine
•Board….volunteers….staff
#CauseSD ™
Nonprofit Organization Assets
Requesting financial support
Resource Reach Value
Direct Mail
Website
Events
Total
Ask: $10,000
#CauseSD ™
Nonprofit Organization Assets
Requesting financial support
Resource Reach Value
Direct Mail
Website
60,000
300,000
$3,000
$6,000
Events
Total
300,000
660,000
$9,000
$18,000
Ask: $10,000 Leverage
factor 2 to 1
#CauseSD ™
Resource Reach Media
Direct Mail
Website
60,000
300,000
$3,000
$6,000
Events
Newspaper
300,000
1,000,000
$9,000
$8,000
Television
Total
1,000,000
2,660,000
$15,000
$41,000
Ask $10,000 Leverage
factor 4 to 1
Nonprofit Org.& Media Assets
#CauseSD ™
SDAMA 18th Annual Cause Conference
To add more HOW....
I interviewed local
corporate executives
#CauseSD ™
Here is what they said!
What they would give in dollars
$$$ for your ‘touch points.”
Assumption...your organization matches
corporate giving guidelines.
#CauseSD ™
San Diego
Nonprofit Valuation Survey
Methodology
 Email survey
 12 San Diego communication agencies
& companies
 Asked to provide estimates
 Ave. time 25 minutes to complete
 5x longer than time to review proposals
#CauseSD ™
Trends...
Newspapers & Magazines
 News stories 4 times more
valuable than promotional space
 Space value…about 1/3 ad rates
#CauseSD ™
Trends...
Television & Radio
 More value…longer the spot
 Radio slightly higher CPM
 “Live remotes” - very valuable
#CauseSD ™
Trends...
Events & On-site
 Printed Program...high CPM
 Banners…higher than other
outdoor
 VIP & Golf tix….face value
#CauseSD ™
Trends...
Promotions & Product
 Ticket backs…valuable, direct
 Product sampling…2nd highest
 Product demo…strong + PR
value
#CauseSD ™
Trends...
Flyer Distribution
 Higher than other print methods
 High value when targets match
#CauseSD ™
Trends...
Outdoor Advertising- Signage
Low CPM, but huge reach
Loved…or found worthless
Good brand reminder strategy
#CauseSD ™
Trends...
Nonprofit Resources
Mobile vehicle…4x higher
than traditional outdoor
Homepage logo…ave. value
#CauseSD ™
Trends...
Nonprofit Newsletters
Printed & mailed...same value
as e-newsletter
Very high CPM
#CauseSD ™
Trends...
Direct Mail Insert
Highest value, highest CPM
Compares to reg. direct mail
in cost
Highly targeted
#CauseSD ™
Trends...
Recognition - “all event & program
materials and news releases”
 Wide range of responses…low-high
 No ROI presented…worthless
 But still has ‘value’ with some people
#CauseSD ™
18th Annual San Diego AMA
Cause Conference
Social Media
Harder to understand-- variables
Guidelines:
Facebook: Share $14....Like $8
Twitter: Tweet $5.....Follow $2
Source: Cone Communications
#CauseSD ™
18th Annual San Diego AMA
Cause Conference
#CauseSD ™
Thank you
Good Marketing
Good Partnerships

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2016 cause conference parker pike adding value to nonprofit proposals

  • 1. #CauseSD ™ PARKER PIKE Adding Value to Nonprofit Proposals ™
  • 2. 18th Annual San Diego AMA Cause Conference Everyone Stand up
  • 3. #CauseSD ™ 18th Annual San Diego AMA Cause Conference Try something new May be uncomfortable Today...Think different
  • 4. #CauseSD ™ 18th Annual San Diego AMA Cause Conference Are we talking about philanthropy?
  • 5. #CauseSD ™ 18th Annual San Diego AMA Cause Conference Sponsorships Vs. Partnerships
  • 6. #CauseSD ™ 18th Annual San Diego AMA Cause Conference Sponsorships Vs.
  • 7. #CauseSD ™ 18th Annual San Diego AMA Cause Conference To help you today: 1. Show you WHY Corporate view 2. Show you HOW Handouts to take home
  • 8. #CauseSD ™ 18th Annual San Diego AMA Cause Conference
  • 9. #CauseSD ™ 18th Annual San Diego AMA Cause Conference • It’s what companies want • It’s what media want • It’s your way to differentiate your proposals from 1,000’s of others !
  • 10. #CauseSD ™ 18th Annual San Diego AMA Cause Conference
  • 11. #CauseSD ™ Return on Community Investment • Expected from corporate funders • Whether nonprofit or new business -- It’s still their money • Won’t consider funding without ROCI
  • 12. #CauseSD ™ Cause Marketing…. Partnership Marketing…. •A Commercial relationship – 2 way •Marketing-based cooperative effort •Focus - profitability and competitive position for companies •Focus - increased awareness and funding for non-profit organizations.
  • 13. #CauseSD ™ Why? Because it works ! •American Express •Statue of Liberty Renovation •Spent $14,000,000 in Advertising •Card usage up 26% •Powerful differentiator
  • 14. #CauseSD ™ A New Normal •Increased competitive pressures •Unreliable government funding sources •Competition for funding getting more sophisticated •Considering new strategies
  • 15. #CauseSD ™ Partnership Marketing… Good news • Nonprofits are desirable partners • Our partnership is worth money • Our partnership could build volunteer resources, reach new customers, support Employee Engagement....
  • 16. #CauseSD ™ Corporate View Survey 10 San Diego Companies Mind blowing information!!!
  • 17. #CauseSD ™ 2012 Corporate View Survey Please answer two questions regarding two proposals sent to your organization. The proposal is from ABC Nonprofit that does fit your giving guidelines.
  • 18. #CauseSD ™ Corporate View Survey In both proposals, your financial support of $2,000 makes your organization the presenting sponsor at the nonprofit’s annual event supporting 400 high school students with needed technology resources for their classrooms.
  • 19. #CauseSD ™ Participating companies •Barona •Luce Forward •Manpower Inc. •Stemedica •SDG&E •SD Business Journal •US Bank •Time Warner Cable (local & regional) •UPS Foundation
  • 20. #CauseSD ™ Proposal 1 To thank you and recognize your organization’s support, we will provide the following: •Recognition in a promotional message - SD Business Journal. •Full page, color message in the event program. •Your logo on 4 main event banners. •Logo on nonprofit homepage of website for one month. •Inclusion of your promotional flyer - 1 direct member mailing Article and photo – your employees participating at event in eNewsletter. •Recognition in all materials, publicity and social media.
  • 21. #CauseSD ™ Proposal 2 Description Reach Value • Recognition for company in the SD Business Journal, primary logo in ¼ pg. promo message. 45,000 readers $1,500 • Full page, color message - event program. 3,000 attend/mbrs 750 • Logo on 4 event banners. Banners 20’ long. 1,500 event attendees 250 • Logo on homepage - website for 1 month. 5,000 web visitor 1,000 • Inclusion of your flyer in 1 direct mailing to mbrs. 1,500 members 750 • Article/photo – your employees participating - eNewsltr. 1,500 members 500 • Recognition in all publicity. 100 media kits, logo on letterhead for 1 year, social media with 5 prtnrs. 25,000 viewers/readers 2,000 producing 20,000 views & clicks), guaranteed recognition with 2 local media partners. Totals 82,500 $6,750 Ask: $2,000 ROI for $2,000 investment approx. 3:1
  • 22. #CauseSD ™ Corporate View Survey Which proposal do you think companies prefer? (First question on survey.) #1? #2?
  • 23. #CauseSD ™ Corporate View Survey Results: •Preference for #1…… 1 company… (slight preference) •Preference for #2…… 9 companies… (5 greatly - 4 slight)
  • 24. #CauseSD ™ 2012 Corporate View Survey Second Question for companies: ______% of proposals that you receive that provide some form of reach and/or value information?
  • 25. #CauseSD ™ Corporate View Survey True Average of 10 companies: Only 11% provided reach/value Take out the highest score (50%) and lowest (0%)....average is: Only 8% provided reach/value .
  • 26. #CauseSD ™ Which Means….. By following a few simple guidelines, your proposals can be… of all nonprofit proposals today in San Diego.
  • 27. #CauseSD ™ Corporate comments... WARNING Please….for your safety and the safety of those around you….please remain seated during this next segment.
  • 28. #CauseSD ™ Partnerships - Collaboration (New Math)
  • 29. #CauseSD ™ Corporate comments... “Rarely do nonprofits offer any specific detail…which, of course, is helpful in determining whether or not the partnership is valuable.”
  • 30. #CauseSD ™ Corporate comments “More often than not, proposals look like #1. However, when presented side by side, #2 seems like they are more responsible and have taken an active interest in researching before submitting their proposal.”
  • 31. #CauseSD ™ Corporate comments “The more detailed the request…. the better.”
  • 32. #CauseSD ™ Corporate comments “We get hit up for sponsorships like this multiple times per week. I’ve been with _______ for 12 years, and I don’t think I’ve ever seen a funding request that even attempts to quantify the ROI like option 2 does.”
  • 33. #CauseSD ™ Corporate comments “We constantly evaluate proposals. Since we’re using advertising dollars, the reach and exposure is important.” “To be blunt, we’re still advertising— doing good is secondary!”
  • 34. #CauseSD ™ Corporate comments “I greatly prefer #2. We want to see the ROI, and, more importantly, we want to know that the non-profit understands the corporate world enough to know that this ROI is valuable.
  • 35. #CauseSD ™ Corporate comments I would say roughly about 10% of all our proposals come in like proposal #2, but they are the first ones we look at, and quite frankly, they get priority.
  • 37. #CauseSD ™ Companies are looking for...VALUE  Financial dividends  Social Dividends  Employee Engagement  Partnerships...not short term sponsorships
  • 38. #CauseSD ™ ROCI (Investment) For companies Positive branding Change in consumer attitudes Employee benefits, perks Higher sales... new target audience Leveraged advertising Volunteer opportunities
  • 39. #CauseSD ™ Benefits for Nonprofits Support fundraising &new sources Increase Volunteer base Increase membership/donor base Increase awareness & branding Create media partnerships Generate advertising, with no ad budget
  • 40. #CauseSD ™ Nonprofit proposal evaluation •Receive 1,000’s of proposals •Strategic from company perspective •Evaluation based meeting company guidelines, not your needs.
  • 41. #CauseSD ™ 12,300 nonprofits in SD •Have passionate talented people •Focused on a great mission Not relevant unless we can… •Help company meet it’s mission •Provide tangible benefits from community and business perspective
  • 42. #CauseSD ™ SDAMA 18th Annual Cause Conference Low tech summary....It works !
  • 43. #CauseSD ™ SDAMA 18th Annual Cause Conference
  • 44. #CauseSD ™ SDAMA 18th Annual Cause Conference (Handout One....) Step One: Resource audit Are you ready...or not? Is your board on board?
  • 45. #CauseSD ™ SDAMA 18th Annual Cause Conference (Handout Two....) Step Two: Reach & Valuation Worksheet Real numbers Estimated dollar value Is your board still on board?
  • 46. #CauseSD ™ SDAMA 18th Annual Cause Conference (Handout Three....) Step Three: Reach...show them your impact Estimated CPM (advertising equivalency) ROI...show them your value !
  • 47. #CauseSD ™ Valuation criteria Recognition in Your “Touch Points” •Newsletters (Hardcopy & e-newsletters) •Websites & social media •Offices, building & events •Media coverage - newspaper, magazine •Board….volunteers….staff
  • 48. #CauseSD ™ Nonprofit Organization Assets Requesting financial support Resource Reach Value Direct Mail Website Events Total Ask: $10,000
  • 49. #CauseSD ™ Nonprofit Organization Assets Requesting financial support Resource Reach Value Direct Mail Website 60,000 300,000 $3,000 $6,000 Events Total 300,000 660,000 $9,000 $18,000 Ask: $10,000 Leverage factor 2 to 1
  • 50. #CauseSD ™ Resource Reach Media Direct Mail Website 60,000 300,000 $3,000 $6,000 Events Newspaper 300,000 1,000,000 $9,000 $8,000 Television Total 1,000,000 2,660,000 $15,000 $41,000 Ask $10,000 Leverage factor 4 to 1 Nonprofit Org.& Media Assets
  • 51. #CauseSD ™ SDAMA 18th Annual Cause Conference To add more HOW.... I interviewed local corporate executives
  • 52. #CauseSD ™ Here is what they said! What they would give in dollars $$$ for your ‘touch points.” Assumption...your organization matches corporate giving guidelines.
  • 53. #CauseSD ™ San Diego Nonprofit Valuation Survey Methodology  Email survey  12 San Diego communication agencies & companies  Asked to provide estimates  Ave. time 25 minutes to complete  5x longer than time to review proposals
  • 54. #CauseSD ™ Trends... Newspapers & Magazines  News stories 4 times more valuable than promotional space  Space value…about 1/3 ad rates
  • 55. #CauseSD ™ Trends... Television & Radio  More value…longer the spot  Radio slightly higher CPM  “Live remotes” - very valuable
  • 56. #CauseSD ™ Trends... Events & On-site  Printed Program...high CPM  Banners…higher than other outdoor  VIP & Golf tix….face value
  • 57. #CauseSD ™ Trends... Promotions & Product  Ticket backs…valuable, direct  Product sampling…2nd highest  Product demo…strong + PR value
  • 58. #CauseSD ™ Trends... Flyer Distribution  Higher than other print methods  High value when targets match
  • 59. #CauseSD ™ Trends... Outdoor Advertising- Signage Low CPM, but huge reach Loved…or found worthless Good brand reminder strategy
  • 60. #CauseSD ™ Trends... Nonprofit Resources Mobile vehicle…4x higher than traditional outdoor Homepage logo…ave. value
  • 61. #CauseSD ™ Trends... Nonprofit Newsletters Printed & mailed...same value as e-newsletter Very high CPM
  • 62. #CauseSD ™ Trends... Direct Mail Insert Highest value, highest CPM Compares to reg. direct mail in cost Highly targeted
  • 63. #CauseSD ™ Trends... Recognition - “all event & program materials and news releases”  Wide range of responses…low-high  No ROI presented…worthless  But still has ‘value’ with some people
  • 64. #CauseSD ™ 18th Annual San Diego AMA Cause Conference Social Media Harder to understand-- variables Guidelines: Facebook: Share $14....Like $8 Twitter: Tweet $5.....Follow $2 Source: Cone Communications
  • 65. #CauseSD ™ 18th Annual San Diego AMA Cause Conference
  • 66. #CauseSD ™ Thank you Good Marketing Good Partnerships