Now that we have identified your donation personas (Step 1) and chosen your first charity (Step 2), it’s time to reach out to the nonprofit and establish a relationship.
This is Step 3 in the process. If you haven’t completed the previous steps, please go back and walk through them. This process is simple, but it’s necessary to follow each step sequentially to optimize your results.
- Picking your donation persona
- Choosing the right charity
- Establishing a co-marketing relationship with a nonprofit
- Choosing and testing the best donation option
- Conversion best practices
- Compliance
- Improving LTV and Average Order Size
- Marketing the relationship overall
- Multiple personas
- Effectiveness audit
In Step 3 of this Master Class, we are going to teach you how to:
- Reach out to your target nonprofit
- Help your nonprofit envision the impact you may have
- Propose a short-term test (120 days live)
- Send them a draft co-marketing agreement
- Enter into a commercial co-venture
Reach out to your target nonprofit
Having run the choosing of your first nonprofit process in Step 2, you should have a clear list of your prioritized nonprofit(s).
We keep a detailed database of nonprofits. If you want to learn more, schedule a meeting here. We can help you identify the persons, roles, and emails/phone numbers of the target nonprofits for you to kick off your communication.
You can also go to LinkedIn and search for the person at the nonprofit that you want to contact and send them a DM. However, we’ve found that the email method, as we outline it below, is more effective.
The four job titles you should look for in your nonprofit search should be:
- Vice President, Fundraising (the highest title you can find)
- CEO
- VP, Corporate Development
- VP, Giving
Many of these titles will be manager and director, so don’t limit yourself to vice president titles.
If the nonprofit is smaller and local, you will likely only find the CEO.
Here are some talking points you can use during your first call with a nonprofit.
Next, we recommend crafting an intro email to the VP, Fundraising role. You should also CC the CEO and any of the additional two titles above. The goal is to get as many people on the email as possible – up to four.
Additionally, make sure you copy at least one other VP-level person at your company. (You’re copying a VP just to give your email a little more “heft” for the nonprofit. It shows you are serious and that this is a top-level initiative for your company.)
Intro email template
Subject: [name], can we discuss a donating relationship with [your company name]?
Body:
Hi [name],
We’ve done a thorough search looking for a nonprofit partner.
Specifically, we looked for a nonprofit that is attractive to our customers and aligns with their interests.
After completing that search, we identified [nonprofit name] as a potential fit.
We would like to discuss establishing a partnership.
Is that of interest?
Here is a link [link to your website] to an overview of our business.
I’d love to talk to you about this further. Are you available to meet on any of the following days/times?
- [Time/Date]
- [Time/Date]
- [Time/Date]
Please let me know what time works and I will send a calendar invite.
Sincerely,
[your name]
[your title]
Send an email message 3-4 times if you are not receiving a response.
Follow-up messages should be sent every two days.
Follow-up email template
Subject: [name], reaching back out about my previous email
Body:
Hi [name],
As I emailed a few days ago, I’d like to discuss establishing a partnership between [nonprofit name] and [your company name].
Are you available to meet on any of the following days/times?
- [Time/Date]
- [Time/Date]
- [Time/Date]
Please let me know what time works and I will send a calendar invite.
Sincerely,
[your name]
[your title]
Remember to always CC the other recipients in the email. Doing this will increase your response rate.
Pro Tip: As you send your initial emails, send a DM from LinkedIn the same day, asking to connect. Your content in your LinkedIn DM should be close to, or the same, as your email content. This will increase your odds of connecting with the nonprofit.
Help your nonprofit envision the impact you may have
During the first meeting with the nonprofit you selected, you have five objectives:
- Ask them what they are looking for in a corporate partnership.
- Explain to them who your core customers are (your personas) and ask them if they think they are a good fit for their nonprofit and their typical donors.some text
- If you have done your research well, this will really resonate with them and they will start getting excited about the partnership.
- If it’s a miss, stop the process, go back to Step 2, and contact your 2nd choice of nonprofit.
- Tell them that you are new at partnering with nonprofits (also called cause marketing) and that you are trying to build company engagement and commitment.some text
- This is important because you are going to ask your nonprofit for a lot of flexibility at the outset to test and drive donations.
- Tell them you want to do a test and see what kind of impact it can have for their cause as well as for your company’s customer engagement.
- Ask them to consider a 120-day test where you can try out a few methods such as round-ups, donations at checkout, donation matching, and percent of sale campaigns and see what the economics are for both parties.
If the nonprofit seems amenable to all five of these items, propose a relationship and send them a draft term sheet document for their review.
If the nonprofit is balking at anything you are proposing, you may not have a good fit culturally. Some nonprofits have strict standards and guidelines for partnering with for-profit businesses. This can include donation minimums, limited logo usage rights, or volunteer expectations. If you run into a nonprofit that has these requirements and your business is not able to meet them, your time is likely better served finding nonprofits that are more willing and flexible.
Find a nonprofit that is HOW: Honest, Open, and Willing to work with you.
You are in a “dating process” with your nonprofit, and if they are “just not that into you,” then it’s time to move on. If things go well, this will be a long term relationship for both of you and you don’t want to be wasting energy convincing someone that your stream of donations (whether direct from you or from your customers) is anything other than appreciated and welcomed. Almost always, you will find that most nonprofits welcome and honor any effort to donate and support their cause.
After going through the above five questions, your nonprofit should now be fully engaged and buying into the vision that you have of creating this partnership.
Now is the time to talk to them about a very specific test that you want to run during the first 120 days of the relationship.