Bay Federal Credit Union of Santa Cruz County has been partnering with the community for 60+ years and has single handily supported hundreds of local organizations. Want to learn how your agency can make meaningful & sustainable business partnerships? gain insights and learn best practices from Amy Ivey, VP of Marketing and Development at Bay Federal Credit Union provided this presentation for 2019 Human Race Agencies.

1. Creating Corporate
Partnerships that Stick!
Creating Meaningful and Sustainable Partnerships

2. Our Agenda
• Group Introductions
• Pulse Check – Where We Stand Today
• Understanding Business Objectives
• Fostering Relationships
• The ASK
• Meeting Commitments & Follow-up

3. Group Introductions
• Your Name and Role at Your Agency
• Something you’re proud of!

4. Pulse Check – Where We Stand Today
It’s Like Vegas: what happens in Amy’s session, stays in
Amy’s session!
• Share what your agency does well
• Share where you fall short
• Share what are you hoping to achieve from our time
together

5. Understanding Business Objectives
• Shared Mission or Belief System
• Connection with the Community
• Value Proposition
o Intrinsic – Feels Good!
o Affiliation with Agency
o Advertising/Promotion

6. Our Value Proposition
Activity

7. Fostering Relationships
• Making the Connection
o Appropriate Contact
o Preferred Method of Contact
 Email, phone, in-person – document it!
• Plan Ahead
o Prepare materials and volunteer efforts
• Respect Their Time
o Single event or multiple engagements

8. The ASK
• Plan Ahead
o 4-6 months for major events or major gifts
o 2-3 months for other events
o 4 weeks for simple donations of cash or items
• Be Clear and Specific
o Make sure details are accurate
o Date, place, time, location, who to contact (email, phone), and
where to send the MOOLA$

9. The ASK
• Pro Tip: Provide Options/Menu of Engagement
o Gives corporate partners options to personalize their support
o Highlights benefits
o Clear and easy to read

10. Example of Sponsorship Menu
Description Bronze $ Silver $$ Gold $$$ Platinum $$$$
Business Name
on T-Shirts
X Logo Logo Large Logo
Thank You Ad
in Newspaper
X X Logo Large Logo
Social Media
Blasts
X X Interview &
Links to
Website
Tickets to the
Event
1 4 8
Plaque on the
wall
X

11. The ASK
• Personalizing the Experience
o Determine how much is negotiable
o Make sure your hard costs are covered with the financial
donation. For example:
 Seats for events include meals, rental equipment, service
fees/tips, etc.
 Sponsoring trophies run $50+.
 T-shirt art may require $35 set-up fee.

12. The ASK
• Make a Suggestion
o After considering your corporate partner’s goals and
objectives, it’s okay to make a recommendation for their
engagement.
o This shows that you’ve been listening to their needs and
interest in your program or agency!

13. Brain-Storming
Activity

14. Meeting Commitments & Follow-up
• Follow Through on Promises
o Missed commitments do impact future engagement.
o Acknowledge what was missed, and make it right.
• Provide Samples with Thank You Notes
o Photo or scan of newspaper ad, photos of event or sponsored
items.

15. Fostering Corporate Relationships
• More than Just a One-Trick Pony
o Invite participation without the ask
o Engage corporate partners in volunteer events
o Provide periodic updates on what’s happening
 Email newsletter or annual report
o Set annual meeting to discuss partnership
 Discuss what works, and what they would like to see!

16. Questions

17. The greatness of a community is
most accurately measured by
the compassionate actions of its
members.
~ Coretta Scott King

18. Let’s Stay Connected!
Amy M. Ivey
Vice President, Marketing and Development
Bay Federal Credit Union
831.477.8409
aivey@bayfed.com
@Amymivey
https://www.linkedin.com/in/amymivey
Thank You!