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Marketing That Matters
                             10 Practices to Profit Your
                             Organization and Change the World

                             March 30, 2009

                             Presented by Metropolitan Group

  46th AFP International     Eric Friedenwald-Fishman
Conference on Fundraising    Creative Director/President

  March 29 – April 1, 2009   Randi Hogan, CFRE
  New Orleans, Louisiana     Vice President
Agenda

  Ten practices of Marketing that Matters


  Questions and Discussion




               46th AFP INTERNATIONAL CONFERENCE ON FUNDRAISING — www.afpnet.org
1. Don’t Fear Marketing

  Make sure marketing is “at the table” from the beginning


  Distinguish between strategy and tactics


  Develop and use marketing plans



    Use Marketing as a Core Organizational Strategy



               46th AFP INTERNATIONAL CONFERENCE ON FUNDRAISING — www.afpnet.org
Example: National Children’s Museum




           46th AFP INTERNATIONAL CONFERENCE ON FUNDRAISING — www.afpnet.org
2. Know Yourself


  Clarify your mission and live it


  Build a strong brand and live it




                             Build Upon Your Mission



                 46th AFP INTERNATIONAL CONFERENCE ON FUNDRAISING — www.afpnet.org
3 Vs Social Purpose Branding




           46th AFP INTERNATIONAL CONFERENCE ON FUNDRAISING — www.afpnet.org
Example: Openlands




          46th AFP INTERNATIONAL CONFERENCE ON FUNDRAISING — www.afpnet.org
3. What’s Your Definition of Success?
  Clarify and codify your goals


  Identify your return on investment and advancement of mission
   expectations


  Reward and publicize the results you value




                                 Define Your Goals


                46th AFP INTERNATIONAL CONFERENCE ON FUNDRAISING — www.afpnet.org
Example: National Assembly on School-Based Health Care




            46th AFP INTERNATIONAL CONFERENCE ON FUNDRAISING — www.afpnet.org
4. Know Your Audience

  Engage with your donors and prospects in creating your
   programs and services


  Understand how your donors and prospects feel about
   the experience


  Tap into your listening posts and foster “word-of-mouth/
   mouse”


           Be Aggressively Audience Centered

                46th AFP INTERNATIONAL CONFERENCE ON FUNDRAISING — www.afpnet.org
Example: West Hollywood Library




           46th AFP INTERNATIONAL CONFERENCE ON FUNDRAISING — www.afpnet.org
5. Question Conventional Wisdom
  Evaluate your assumptions about your audience(s)

  Reposition your programs and services so they reach and
   are
   relevant to a larger audience

  Develop your outreach materials and tools so they speak
   to untapped audiences

  Hire staff, engage volunteer leaders and create strategic
   partnerships that reflect your commitment
                   Don’t Limit Your Audience

                46th AFP INTERNATIONAL CONFERENCE ON FUNDRAISING — www.afpnet.org
Example: National Association of Hispanic Journalists




            46th AFP INTERNATIONAL CONFERENCE ON FUNDRAISING — www.afpnet.org
6 A. What’s Driving the Prospect’s Decision?

  Don’t lose sight of your prospect’s core decision-making drivers


  Reach out to the core values of your “bull’s-eye” prospect


  As you grow, recognize that your message needs to resonate
   with a wider audience



                      Communicate Value and Values


                46th AFP INTERNATIONAL CONFERENCE ON FUNDRAISING — www.afpnet.org
6 B. Framing the Message
  Definition: Framing is the use of images/words to
   intentionally associate an issue with certain deeply held
   values, thereby providing a context that predisposes
   audiences to accept a particular definition of the issue.

  To frame messages that are powerful to donors, causes
   need to:
     •  Demonstrate relevancy to people’s lives
     •  Identify benefits that reinforce values and needs



               Communicate Value and Values
                46th AFP INTERNATIONAL CONFERENCE ON FUNDRAISING — www.afpnet.org
Example: YMCA of the USA




           46th AFP INTERNATIONAL CONFERENCE ON FUNDRAISING — www.afpnet.org
7. Emotion Trumps Data
  Develop your brand story

  Develop avenues to connect with your audiences in
   emotionally authentic ways

  Package your programs and services in a way that
   creates an emotional response

  Use your historical roots to create an emotional
   connection

        Connect With the Heart First, Mind Second

                46th AFP INTERNATIONAL CONFERENCE ON FUNDRAISING — www.afpnet.org
Example: CFED




          46th AFP INTERNATIONAL CONFERENCE ON FUNDRAISING — www.afpnet.org
8. Building a Community

  Empower your employees and volunteers as
   messengers


  Empower your members, donors and audience
   members as messengers


  Empower your strategic partners as messengers



           Empower People as Messengers

              46th AFP INTERNATIONAL CONFERENCE ON FUNDRAISING — www.afpnet.org
Example: The Breast Cancer Fund




           46th AFP INTERNATIONAL CONFERENCE ON FUNDRAISING — www.afpnet.org
9. Walk the Talk
  Do the right thing


  Live the brand inside your organization


  Expose yourself


  Let participants have an authentic experience


  Make marketing choices that mesh with your values


                Be Authentic and Transparent
                 46th AFP INTERNATIONAL CONFERENCE ON FUNDRAISING — www.afpnet.org
Example: National Trust for Historic Preservation




            46th AFP INTERNATIONAL CONFERENCE ON FUNDRAISING — www.afpnet.org
10. Using Your Platform to Change the World
  Expose how your core programs and services are social
   change tools
  Empower your audiences as change agents
  Take a stand
  Use cause-related marketing
  Harness the power of organizational purchasing
  Position philanthropy as helping donors impact their
   world, and as connecting their vision to your value/
   values proposition


          Leverage Marketing for Social Impact

                  46th AFP INTERNATIONAL CONFERENCE ON FUNDRAISING — www.afpnet.org
Example: Rugmark




          46th AFP INTERNATIONAL CONFERENCE ON FUNDRAISING — www.afpnet.org
Questions and Discussion




          46th AFP INTERNATIONAL CONFERENCE ON FUNDRAISING — www.afpnet.org
Metropolitan Group: DC • Chicago • Portland • San Francisco
Contact Information:

Randi Hogan, CFRE, Vice President
1800 K Street NW, Suite 200
Washington, DC 20006
Phone: (202) 380-3123
E-mail: rhogan@metgroup.com

Eric Friedenwald-Fishman, Creative Director/President
519 SW Third Avenue, Suite 700
Portland, OR 97204
Phone: (503) 223-3299
E-mail: marketing@metgroup.com

www.metgroup.com



                       46th AFP INTERNATIONAL CONFERENCE ON FUNDRAISING — www.afpnet.org

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Marketing that Matters: 10 practices to profit your organization and change the world

  • 1. Marketing That Matters 10 Practices to Profit Your Organization and Change the World March 30, 2009 Presented by Metropolitan Group 46th AFP International Eric Friedenwald-Fishman Conference on Fundraising Creative Director/President March 29 – April 1, 2009 Randi Hogan, CFRE New Orleans, Louisiana Vice President
  • 2. Agenda   Ten practices of Marketing that Matters   Questions and Discussion 46th AFP INTERNATIONAL CONFERENCE ON FUNDRAISING — www.afpnet.org
  • 3. 1. Don’t Fear Marketing   Make sure marketing is “at the table” from the beginning   Distinguish between strategy and tactics   Develop and use marketing plans Use Marketing as a Core Organizational Strategy 46th AFP INTERNATIONAL CONFERENCE ON FUNDRAISING — www.afpnet.org
  • 4. Example: National Children’s Museum 46th AFP INTERNATIONAL CONFERENCE ON FUNDRAISING — www.afpnet.org
  • 5. 2. Know Yourself   Clarify your mission and live it   Build a strong brand and live it Build Upon Your Mission 46th AFP INTERNATIONAL CONFERENCE ON FUNDRAISING — www.afpnet.org
  • 6. 3 Vs Social Purpose Branding 46th AFP INTERNATIONAL CONFERENCE ON FUNDRAISING — www.afpnet.org
  • 7. Example: Openlands 46th AFP INTERNATIONAL CONFERENCE ON FUNDRAISING — www.afpnet.org
  • 8. 3. What’s Your Definition of Success?   Clarify and codify your goals   Identify your return on investment and advancement of mission expectations   Reward and publicize the results you value Define Your Goals 46th AFP INTERNATIONAL CONFERENCE ON FUNDRAISING — www.afpnet.org
  • 9. Example: National Assembly on School-Based Health Care 46th AFP INTERNATIONAL CONFERENCE ON FUNDRAISING — www.afpnet.org
  • 10. 4. Know Your Audience   Engage with your donors and prospects in creating your programs and services   Understand how your donors and prospects feel about the experience   Tap into your listening posts and foster “word-of-mouth/ mouse” Be Aggressively Audience Centered 46th AFP INTERNATIONAL CONFERENCE ON FUNDRAISING — www.afpnet.org
  • 11. Example: West Hollywood Library 46th AFP INTERNATIONAL CONFERENCE ON FUNDRAISING — www.afpnet.org
  • 12. 5. Question Conventional Wisdom   Evaluate your assumptions about your audience(s)   Reposition your programs and services so they reach and are relevant to a larger audience   Develop your outreach materials and tools so they speak to untapped audiences   Hire staff, engage volunteer leaders and create strategic partnerships that reflect your commitment Don’t Limit Your Audience 46th AFP INTERNATIONAL CONFERENCE ON FUNDRAISING — www.afpnet.org
  • 13. Example: National Association of Hispanic Journalists 46th AFP INTERNATIONAL CONFERENCE ON FUNDRAISING — www.afpnet.org
  • 14. 6 A. What’s Driving the Prospect’s Decision?   Don’t lose sight of your prospect’s core decision-making drivers   Reach out to the core values of your “bull’s-eye” prospect   As you grow, recognize that your message needs to resonate with a wider audience Communicate Value and Values 46th AFP INTERNATIONAL CONFERENCE ON FUNDRAISING — www.afpnet.org
  • 15. 6 B. Framing the Message   Definition: Framing is the use of images/words to intentionally associate an issue with certain deeply held values, thereby providing a context that predisposes audiences to accept a particular definition of the issue.   To frame messages that are powerful to donors, causes need to: •  Demonstrate relevancy to people’s lives •  Identify benefits that reinforce values and needs Communicate Value and Values 46th AFP INTERNATIONAL CONFERENCE ON FUNDRAISING — www.afpnet.org
  • 16. Example: YMCA of the USA 46th AFP INTERNATIONAL CONFERENCE ON FUNDRAISING — www.afpnet.org
  • 17. 7. Emotion Trumps Data   Develop your brand story   Develop avenues to connect with your audiences in emotionally authentic ways   Package your programs and services in a way that creates an emotional response   Use your historical roots to create an emotional connection Connect With the Heart First, Mind Second 46th AFP INTERNATIONAL CONFERENCE ON FUNDRAISING — www.afpnet.org
  • 18. Example: CFED 46th AFP INTERNATIONAL CONFERENCE ON FUNDRAISING — www.afpnet.org
  • 19. 8. Building a Community   Empower your employees and volunteers as messengers   Empower your members, donors and audience members as messengers   Empower your strategic partners as messengers Empower People as Messengers 46th AFP INTERNATIONAL CONFERENCE ON FUNDRAISING — www.afpnet.org
  • 20. Example: The Breast Cancer Fund 46th AFP INTERNATIONAL CONFERENCE ON FUNDRAISING — www.afpnet.org
  • 21. 9. Walk the Talk   Do the right thing   Live the brand inside your organization   Expose yourself   Let participants have an authentic experience   Make marketing choices that mesh with your values Be Authentic and Transparent 46th AFP INTERNATIONAL CONFERENCE ON FUNDRAISING — www.afpnet.org
  • 22. Example: National Trust for Historic Preservation 46th AFP INTERNATIONAL CONFERENCE ON FUNDRAISING — www.afpnet.org
  • 23. 10. Using Your Platform to Change the World   Expose how your core programs and services are social change tools   Empower your audiences as change agents   Take a stand   Use cause-related marketing   Harness the power of organizational purchasing   Position philanthropy as helping donors impact their world, and as connecting their vision to your value/ values proposition Leverage Marketing for Social Impact 46th AFP INTERNATIONAL CONFERENCE ON FUNDRAISING — www.afpnet.org
  • 24. Example: Rugmark 46th AFP INTERNATIONAL CONFERENCE ON FUNDRAISING — www.afpnet.org
  • 25. Questions and Discussion 46th AFP INTERNATIONAL CONFERENCE ON FUNDRAISING — www.afpnet.org
  • 26. Metropolitan Group: DC • Chicago • Portland • San Francisco Contact Information: Randi Hogan, CFRE, Vice President 1800 K Street NW, Suite 200 Washington, DC 20006 Phone: (202) 380-3123 E-mail: rhogan@metgroup.com Eric Friedenwald-Fishman, Creative Director/President 519 SW Third Avenue, Suite 700 Portland, OR 97204 Phone: (503) 223-3299 E-mail: marketing@metgroup.com www.metgroup.com 46th AFP INTERNATIONAL CONFERENCE ON FUNDRAISING — www.afpnet.org