C.U.N.Y. Digital Insights
7 Steps to a Successful Cause Marketing Campaign
Learn how to partner with businesses to create campaigns that are good for your mission and good for their bottom line. This guide provides 7 simple steps to a win-win partnership.
What if you could raise money for your non-profit every time someone bought a cup of coffee or a pair of shoes? That is the simple idea behind cause marketing. It is a partnership between a non-profit and a for-profit company that is designed to help both. The company uses its products and its customers to help raise money and awareness for your cause. In return, the company gets to show the world that it is a good corporate citizen, which can build loyalty with its customers and employees.
Cause marketing is a powerful part of a modern non-profit marketing strategy. It can bring in a new stream of revenue and introduce your mission to a whole new audience. It is closely related to corporate sponsorships, but it is often more interactive and directly involves the public. This guide will break down the process of creating a successful cause marketing campaign into 7 simple, actionable steps.
Step 1: Understand What You Have to Offer
Before you can ask a company for a partnership, you need to understand what you are offering them. A cause marketing campaign is a business deal. You are not just asking for a handout; you are offering real value. Your non-profit has valuable assets that a company would be interested in.
What is Your Value Proposition?
- Your Audience: You have a community of passionate, loyal supporters. A company would love the chance to connect with them. Use your data and analytics to know the size of your email list and your social media following.
- Your Brand: Your non-profit has a trusted, respected brand. An association with you can make a company look good. This is called the “halo effect.”
- Your Story: You have powerful, emotional stories of impact. These are the kinds of stories that companies love to share as part of their marketing.
Understanding your value is the first step to creating a partnership where both sides win.
Step 2: Find the Right Corporate Partners
The best cause marketing campaigns are built on authentic partnerships. You need to find companies that are a natural fit for your mission. A partnership that feels random or forced will not work.
Look for Shared Values
The most important thing is to find a company whose values align with yours. If you are an environmental non-profit, look for companies that have a commitment to sustainability. If you are a children’s charity, look for family-friendly brands. A partnership should make sense to your supporters and to the company’s customers.
Tip: Start Local
Your local businesses are often the best place to start. They are already invested in the health of your community. A partnership with a local coffee shop, a neighborhood grocery store, or a community bank can be a great way to launch your first cause marketing campaign.
Step 3: Know the Different Types of Campaigns
Cause marketing can take many different forms. Understanding the different types of campaigns can help you create a creative proposal that fits a company’s business model.
Common Cause Marketing Campaign Types
- Point-of-Sale: This is the most common type. The company asks customers to add a small donation to their purchase at the checkout counter. (e.g., “Would you like to donate $1 to the local food bank today?”)
- Percentage of Sale: The company pledges to donate a certain percentage of the sales of a specific product to your non-profit. (e.g., “10% of all coffee sales this month will support our after-school program.”)
- Buy One, Give One: For every product a customer buys, the company donates one of those products to your non-profit. (e.g., “For every pair of socks you buy, we give a pair to a local homeless shelter.”)
- Co-Branded Product: Your non-profit and the company create a special product together, with a portion of the proceeds going to your cause.
Step 4: Create a Professional Proposal
When you approach a company, you need a professional proposal that clearly explains the opportunity. This is often called a sponsorship deck. Your proposal should focus on what the company will get out of the partnership. It is a business pitch, not a donation request.
Your proposal should clearly outline:
- Who you are and the impact you make.
- The specific campaign you are proposing.
- The marketing benefits for the company (e.g., how many people will see their brand).
- A clear call to action with your contact information.
Step 5: Formalize the Partnership with an Agreement
Once a company says “yes,” it is very important to get all the details in writing. A formal agreement, sometimes called a Memorandum of Understanding (MOU), protects both you and your corporate partner. It makes sure that everyone is on the same page and that there are no misunderstandings down the road.
Your agreement should clearly state:
- The timeline of the campaign.
- The specific responsibilities of the non-profit.
- The specific responsibilities of the company.
- How your name and logo can be used.
- How the money will be collected and transferred to your organization.
It is a good idea to have a lawyer review your agreement before you sign it.
Step 6: Work Together to Promote the Campaign
A great cause marketing campaign is a true partnership. You should work together with the company to promote it. Coordinate your efforts to get the word out.
- Your Role: Promote the partnership on your social media channels, in your email newsletter, and on your website. Encourage your supporters to patronize the business.
- Their Role: The company should promote the campaign to their own customers through in-store signs, on their website, and on their social media channels.
When you both promote the campaign, you both reach a wider audience and the campaign is much more successful.
Step 7: Report on Your Success and Say Thank You
After the campaign is over, your job is not done. The final step is to report on the results and say a big thank you. This is crucial for turning a one-time campaign into a long-term partnership.
Create a simple impact report for your corporate partner. It should include:
- The total amount of money raised.
- Examples of how you promoted the campaign (like screenshots of your social media posts).
- Most importantly, a powerful story that shows the real-world impact of the money that was raised.
This report shows the company the great return on their investment and gives them a wonderful story to share with their own employees and customers.
A great cause marketing campaign is a partnership that is good for the mission, good for the business, and good for the community.
Conclusion: Building Partnerships That Power Your Mission
Cause marketing is a creative and powerful way to fund your work. It allows you to tap into the marketing power of for-profit businesses and reach a whole new group of potential supporters. By finding partners who share your values, creating a campaign that offers real value to them and their customers, and working together as a team, you can build partnerships that do more than just raise money. You can build a stronger, more connected community that is invested in your success.
Your Questions, Answered
Common questions about cause marketing.
Ready to Launch Your First Cause Marketing Campaign?
Building a successful partnership with a company takes a clear strategy and a professional approach. We can help you find the right partners and create campaigns that work. Schedule a free consultation to get started.
Start a Conversation