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2017 CORPORATE PARTNERSHIP TRENDS
ABOUT CATALIST
http://www.GoCatalist.com
Catalist is a matchmaking platform that connects good companies with great causes. We
use smart technology, insightful data and industry expertise to help develop partnerships
that accelerate social change.
The foundation of our services is deeply rooted in research. Whether it’s proprietary
consumer research, monthly trend reports, or our annual corporate partnerships and CSR
trend reports like this, knowing more about the social good industry and those who shape it
is critical. Ultimately, we report thorough and frequent data to help nonprofit partnership
professionals drive smarter, data-driven strategies that makes connecting with companies
more value-based. Catalist’s research and trend reports have been seen in Huffington Post,
TIME, The Chronicle of Philanthropy, and more.
At Catalist we have one simple mission: to connect companies and causes.  In order to
achieve this mission, we must always keep our research smart, thoughtful and relevant to
our users.  Help us continue to publish usable content by sending any questions or
feedback to info@gocatalist.com.
TOP 7
TRENDS
Corporate
Partnerships
2017
2017 CORPORATE PARTNERSHIP TRENDS Methodology
General Marketplace Trends
Executive & Expert Interviews
Aggregate Data Analysis
An analysis of how causes and
companies are partnering together,
what they are planning for their
future partnerships and how
consumers, individual donors and
employees are dictating their
actions
A behind-the-scenes glimpse from
over 100 corporate executives and
industry experts about the future of
social good and corporate social
responsibility
Quantitative data and industry
statistics provide tangible trend
action and predictive opportunities
CORPORATE PARTNERSHIP
(cor*po*rate ) (part*ner*ship)
adj. n.
The sum total of all social good activities done between a company and a
cause to impact the well-being of society. Many corporate partnerships include
activities like point-of-sale fundraising, direct-to-consumer activation, employee
engagement, sponsorship, vendor commitments, in-kind donations, grants, co-
branded marketing and more.
S U P E R
T R E N D S
INFLUENCER ID
Identify and engage your
influencers to be your
partnership megaphone
ÜBER
CHOOSING
Restricted funds are
driving the shape of
corporate partnerships
DATA
TRANSLATION
Translate the data you
have to drive
partnership strategy
DIGITAL
AUTOMATION
Leverage new
technologies to evolve
partnership options and
end-user experience
PROACTIVE
COMMUNICATION
Corporations now want
to tout the good they
are doing to enhance
customer loyalty
MULTI-LAYER
CAUSES
Decide where you can fit
into CSR strategies that
are now national and
local in focus
CONTENT
Invest in curating and
developing your most
valuable asset
1 2 3
4 5
Some trends are so important
and fundamental to the
success of social good
partnerships that they
transcend time. Catalist calls
these trends SUPER TRENDS.
While these SUPER TRENDS
are starting to gain traction, in
2017 they require essential
adoption in order to keep your
nonprofit ahead of the curve
and competitive in the
partnership space.
5 NEW TRENDS FOR 2017 - the year of diversification, technology, and more data!
INFLUENCER ID
super trend
The average nonprofit has a
network reach of 40 million
when social influencers are
accounted for.1
We are saying it again in 2017 because it is such
an important trend for corporate partnerships:
Influencers are the new celebrity. Millennials have
grown up at the intersection of profit and
purpose, and now they are more than willing to
leverage their vast networks to effectuate social
change.
Corporate Social Responsibility teams are
following the lead of their marketing
counterparts and looking for cause partners to
engage their most powerful voices in the name of
social good.
INFLUENCER ID
super trend
TREND SPOTTED
The University of California, Berkeley
leveraged several social media platforms
and other social listening tools to identify
groups of constituents they could nurture
through content over time. Because of the
relationship they built with their influencer
base, the University hosted a 24-hour
fundraising campaign, Big Give, that through
social media yielded over $11 million in
donations. A large key to the success was
their Social Media Ambassador Program:
ambassador.berkeley.edu
ACTIVATION
•  Analyze your social media followers and
define who your influencers are. Leverage
those influencers to tie into your corporate
partner’s marketing plans and positively
impact value by creating a conversation
around their social good activities.
•  Unearth the social media influencers that
appeal to your donor demographics (or your
corporate partner consumer profile) and
engage them as your “celebrities”.
CONTENT
super trend
76% of nonprofit organizations
use content marketing to engage
target audiences.2
Probably the most important trend in creating
active and valuable corporate partnerships is the
ability and willingness to create and leverage
smart content. Companies are attracted to cause
partners who offer rich, impactful content that
showcases their commitment to the cause, and in
some cases are willing to co-produce and market
such content. In the nonprofit sector, where the
spend on other forms of communication can be
limited, creating valuable content is one of the
best usable assets your nonprofit can bring to a
partnership.
CONTENT
super trend
TREND SPOTTED
The Department of Health co-created content
with ten talented YouTube video bloggers in a
campaign called The Awkward Conversations
Project that engaged millions of young teens
on important but awkward health issues. By
giving them the confidence to talk about these
issues, they:
-  Produced 10 videos watched nearly 4M
times and were featured on YouTube Top
50 most liked
-  Achieved 135,707 YouTube likes
-  Received a 7.4% click-through rate
ACTIVATION
•  Take audit of your existing content to develop
engaging stories that entice corporate partners
and key target audiences.
•  Consider developing new content customized
to illustrate the impact of high-dollar
partnerships
•  Use your nonprofit paid, earned, owned and
shared media assets to smartly discuss partner
actions that could directly impact your
partnership goals.
#1 ÜBER CHOOSING
Consumers who can customize a
product are 67% more engaged and
28% more likely to spend more.3
From cars to handbags, shoes to computers, as
consumers, we love to customize our life. We are
now seeing über customization spill over into where
and how we give to causes. We call this
“Überchoosing”. No longer will the donor be satisfied
with simply electing the cause or non-profit their
money funds. Instead they will want to define exactly
where within that nonprofit their donation will drive
impact. More and more the conversation will be
about restricted giving. (Ex: A donor may not just
want to give to a breast cancer cause in general, but
instead specifically fund their mobile mammogram
program.) Corporate partners will take notice, and
begin to listen to their employees’ and consumers’
preferences when requesting restricted donations.
#1 ÜBER CHOOSING
TREND SPOTTED
DonorsChoose.org makes it easy for
anyone to help a classroom in need.
Public school teachers from every corner
of America create classroom project
requests, and individuals can give any
amount to the project that inspires them.
Over the past 14 years, they’ve mobilized
over 2.4M individual donors and dozens
of corporate partners, and rallied 74% of
all public schools to open a project for
funding. The fact that they’ve seen
20-40% year-over-year funding growth
from the past three years proves the
überchoosing trend will continue for
quite some time.
ACTIVATION
•  Analyze your donor and corporate partnership
lifecycle to determine if your partnership
would benefit from an überchoice opportunity.
•  Know how much you can customize and
restrict before considering überchoosing.
•  Create a simple and easy direct-to-donor
online giving opportunity (can include a Peer-
to-Peer giving opportunity with key corporate
sponsors) that incorporates überchoosing.
#2 DATA TRANSLATION
Less than 25% of nonprofits are using
data to drive their strategies.4
In 2016, Catalist told you companies are using
their big data solutions to measure their business
activities and deciding where to align their
Corporate Social Responsibility efforts for the
best impact and ROI. In response, we’ve seen
many more nonprofits mining their data – so
kudos to you! In 2017, the emphasis on data is
now about how you translate those data points
into a stronger connective and emotive pitch that
strengthens the value for your existing partners
and helps you secure new partners through
innovative strategies.
#2 DATA TRANSLATION
TREND SPOTTED
The YMCA of Austin serves more
than 65,000 members and an
additional 60,000 program
participants through eight branches.
They worked with an analyst to
collect and unify their member and
fan data from multiple sources, then
ran a data-driven ad campaign
targeting audiences based on affinity,
actions and lifestyles. The campaign
generated 4x ROI and a 15% increase
in membership in its first month
alone.
ACTIVATION
•  Companies align with causes that have clear impact
and can create clear ROI. Analyze your
organizational impact data (or proof points) to make
sure your data “story” is emotive and appeals to the
psychographics of the corporate partner’s key
audiences. (Mission Impact + Storytelling)
•  Pull your various donor lists (from online giving,
peer-to-peer events, direct mail, etc.) and run an
algorithm informing you about spending habits and
brand affinities. This information informs right-fit
partnership analysis and creates a smarter pitch
conversation.
#3 DIGITAL AUTOMATION
By 2020, the amount of Internet-connected
things will reach 50 billion, with $19
trillion in profits and cost savings coming from
the Internet of Things (IoT) over the next few
years.5
Whether it's automated customer service, chat bots or self-
serve kiosks, automation will impact EVERYTHING we do ---
the way we consume products, media and even give.   As
corporations interact with their consumers and employees
through more automated means, nonprofits have to ask
themselves how will we leverage those automated tools to
engage the donor better, to create a better experience for
social-teers and employee engagement, to measure
influencer engagement with our corporate campaigns, and
ultimately better dictate our strategies.
#3 DIGITAL AUTOMATION
TREND SPOTTED
Taco Bell recently announced that orders
made via their digital app are 20% pricier
than those taken by human cashiers,
largely because people select additional
ingredients. Chili’s, after installing self-
service tablets, reported a similar increase
in dessert orders. Cinemark theater’s new
self-service kiosks witnessed concession
spending per person climb for 32 straight
quarters.
ACTIVATION
•  Analyze the industries of your current
partnerships to identify trends in automation.
•  Consider how new innovations can benefit
your mission and greater community impact.
•  Explore opportunities to use automation
more effectively and efficiently to engage
your constituents.
#4 PROACTIVE
COMMUNICATION
88% of global consumers want
companies to tell them what they are
doing to operate responsibly and
support important issues.6
As Corporate Social Responsibility professionals
continue to use their social good activities to
achieve other marketing and business goals, they
will increasingly turn to their communications
team to actively increase internal and external
communication efforts aimed at driving a deeper
discussion around the company’s CSR activities.
This louder buzz will both enhance external
impact on the public, and impact employee
satisfaction and engagement.
#4 PROACTIVE
COMMUNICATION
TREND SPOTTED
The Power of Stories is the product of
Viacommunity, the umbrella arm of
Viacom’s CSR program, and is a report
that details the results from combining
the power of their brands and the unique
voices of their audience. The Power of
Stories features Nickelodeon’s national
summer tour of its “Worldwide Day of
Play” and Paramount’s Got Your 6
Storyteller Awards, among other key
Viacom initiatives.
ACTIVATION
•  Storytelling is not a new concept to
corporations. When it comes to CSR,
however, it has long been considered by
many companies to be too self-serving or
contrived to tell their “cause” story.
•  Look for ways you can help your corporate
partners tell their impact story.
•  Identify partners that want to be
transparent, authentic and communicative
with your end user.
#5 MULTI-LAYER CAUSES
50% of marketing executives
say local marketing is essential to
business growth and profitability.7
To fully capitalize on the value of CSR and cause
partnerships, companies have to create
alignment strategies that allow for both national
cause partnerships and local market connectivity.
In 2017, companies will rewrite cause alignment
strategies to create key multi-faceted,
overarching national partner campaigns while still
allowing for local market decisions to be made in
support of local and regional nonprofit partners
and causes.
#5 MULTI-LAYER CAUSES
TREND SPOTTED
83% of companies surveyed by
Catalist say they have a need for both
national and local market cause
partners. For example, Capital One
partners with The Heart of America
Foundation on a national level to put
books in the hands of children in low-
income communities around the
nation. They also layer local causes in
New York and New Jersey into their
CSR strategy for a robust impact
model.
ACTIVATION
Companies choose both local and national partners
by looking at the following:
•  The cause is a right fit with the company’s
service, product and brand.
•  The nonprofit can clearly define the impact
the company’s employees, consumers and
key constituents will have on the cause when
they donate time, talent or funds.
•  The nonprofit can offer ROI to the company
through its organizational assets that multi-
layers the value to the company in terms of
social impact and business ROI.
2017 CORPORATE PARTNERSHIP TRENDS Sources
SOURCES: 1.  Attentive.ly, “How to Identify and Engage Your Influencers”; 2015
2.  2016 Nonprofit Content Marketing, Content Marketing Institute/Blackbaud
3.  Bain Survey of Online Shoppers 2013
4.  2016 Nonprofit Content Marketing, Content Marketing Institute/Blackbaud
5.  Cisco Systems 2015
6.  2015 Cone Global CSR Report
7.  CMO Council 2015
For more information, visit: http://GoCatalist.com/insights
For questions, please contact:
Brittany Hill
Chief Innovation Officer
bhill@gocatalist.com

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Catalist 2017 - Corporate Partnership Trends

  • 1.
  • 2. 2017 CORPORATE PARTNERSHIP TRENDS ABOUT CATALIST http://www.GoCatalist.com Catalist is a matchmaking platform that connects good companies with great causes. We use smart technology, insightful data and industry expertise to help develop partnerships that accelerate social change. The foundation of our services is deeply rooted in research. Whether it’s proprietary consumer research, monthly trend reports, or our annual corporate partnerships and CSR trend reports like this, knowing more about the social good industry and those who shape it is critical. Ultimately, we report thorough and frequent data to help nonprofit partnership professionals drive smarter, data-driven strategies that makes connecting with companies more value-based. Catalist’s research and trend reports have been seen in Huffington Post, TIME, The Chronicle of Philanthropy, and more. At Catalist we have one simple mission: to connect companies and causes.  In order to achieve this mission, we must always keep our research smart, thoughtful and relevant to our users.  Help us continue to publish usable content by sending any questions or feedback to info@gocatalist.com.
  • 3. TOP 7 TRENDS Corporate Partnerships 2017 2017 CORPORATE PARTNERSHIP TRENDS Methodology General Marketplace Trends Executive & Expert Interviews Aggregate Data Analysis An analysis of how causes and companies are partnering together, what they are planning for their future partnerships and how consumers, individual donors and employees are dictating their actions A behind-the-scenes glimpse from over 100 corporate executives and industry experts about the future of social good and corporate social responsibility Quantitative data and industry statistics provide tangible trend action and predictive opportunities
  • 4. CORPORATE PARTNERSHIP (cor*po*rate ) (part*ner*ship) adj. n. The sum total of all social good activities done between a company and a cause to impact the well-being of society. Many corporate partnerships include activities like point-of-sale fundraising, direct-to-consumer activation, employee engagement, sponsorship, vendor commitments, in-kind donations, grants, co- branded marketing and more.
  • 5. S U P E R T R E N D S INFLUENCER ID Identify and engage your influencers to be your partnership megaphone ÜBER CHOOSING Restricted funds are driving the shape of corporate partnerships DATA TRANSLATION Translate the data you have to drive partnership strategy DIGITAL AUTOMATION Leverage new technologies to evolve partnership options and end-user experience PROACTIVE COMMUNICATION Corporations now want to tout the good they are doing to enhance customer loyalty MULTI-LAYER CAUSES Decide where you can fit into CSR strategies that are now national and local in focus CONTENT Invest in curating and developing your most valuable asset 1 2 3 4 5 Some trends are so important and fundamental to the success of social good partnerships that they transcend time. Catalist calls these trends SUPER TRENDS. While these SUPER TRENDS are starting to gain traction, in 2017 they require essential adoption in order to keep your nonprofit ahead of the curve and competitive in the partnership space. 5 NEW TRENDS FOR 2017 - the year of diversification, technology, and more data!
  • 6. INFLUENCER ID super trend The average nonprofit has a network reach of 40 million when social influencers are accounted for.1 We are saying it again in 2017 because it is such an important trend for corporate partnerships: Influencers are the new celebrity. Millennials have grown up at the intersection of profit and purpose, and now they are more than willing to leverage their vast networks to effectuate social change. Corporate Social Responsibility teams are following the lead of their marketing counterparts and looking for cause partners to engage their most powerful voices in the name of social good.
  • 7. INFLUENCER ID super trend TREND SPOTTED The University of California, Berkeley leveraged several social media platforms and other social listening tools to identify groups of constituents they could nurture through content over time. Because of the relationship they built with their influencer base, the University hosted a 24-hour fundraising campaign, Big Give, that through social media yielded over $11 million in donations. A large key to the success was their Social Media Ambassador Program: ambassador.berkeley.edu ACTIVATION •  Analyze your social media followers and define who your influencers are. Leverage those influencers to tie into your corporate partner’s marketing plans and positively impact value by creating a conversation around their social good activities. •  Unearth the social media influencers that appeal to your donor demographics (or your corporate partner consumer profile) and engage them as your “celebrities”.
  • 8. CONTENT super trend 76% of nonprofit organizations use content marketing to engage target audiences.2 Probably the most important trend in creating active and valuable corporate partnerships is the ability and willingness to create and leverage smart content. Companies are attracted to cause partners who offer rich, impactful content that showcases their commitment to the cause, and in some cases are willing to co-produce and market such content. In the nonprofit sector, where the spend on other forms of communication can be limited, creating valuable content is one of the best usable assets your nonprofit can bring to a partnership.
  • 9. CONTENT super trend TREND SPOTTED The Department of Health co-created content with ten talented YouTube video bloggers in a campaign called The Awkward Conversations Project that engaged millions of young teens on important but awkward health issues. By giving them the confidence to talk about these issues, they: -  Produced 10 videos watched nearly 4M times and were featured on YouTube Top 50 most liked -  Achieved 135,707 YouTube likes -  Received a 7.4% click-through rate ACTIVATION •  Take audit of your existing content to develop engaging stories that entice corporate partners and key target audiences. •  Consider developing new content customized to illustrate the impact of high-dollar partnerships •  Use your nonprofit paid, earned, owned and shared media assets to smartly discuss partner actions that could directly impact your partnership goals.
  • 10. #1 ÜBER CHOOSING Consumers who can customize a product are 67% more engaged and 28% more likely to spend more.3 From cars to handbags, shoes to computers, as consumers, we love to customize our life. We are now seeing über customization spill over into where and how we give to causes. We call this “Überchoosing”. No longer will the donor be satisfied with simply electing the cause or non-profit their money funds. Instead they will want to define exactly where within that nonprofit their donation will drive impact. More and more the conversation will be about restricted giving. (Ex: A donor may not just want to give to a breast cancer cause in general, but instead specifically fund their mobile mammogram program.) Corporate partners will take notice, and begin to listen to their employees’ and consumers’ preferences when requesting restricted donations.
  • 11. #1 ÜBER CHOOSING TREND SPOTTED DonorsChoose.org makes it easy for anyone to help a classroom in need. Public school teachers from every corner of America create classroom project requests, and individuals can give any amount to the project that inspires them. Over the past 14 years, they’ve mobilized over 2.4M individual donors and dozens of corporate partners, and rallied 74% of all public schools to open a project for funding. The fact that they’ve seen 20-40% year-over-year funding growth from the past three years proves the überchoosing trend will continue for quite some time. ACTIVATION •  Analyze your donor and corporate partnership lifecycle to determine if your partnership would benefit from an überchoice opportunity. •  Know how much you can customize and restrict before considering überchoosing. •  Create a simple and easy direct-to-donor online giving opportunity (can include a Peer- to-Peer giving opportunity with key corporate sponsors) that incorporates überchoosing.
  • 12. #2 DATA TRANSLATION Less than 25% of nonprofits are using data to drive their strategies.4 In 2016, Catalist told you companies are using their big data solutions to measure their business activities and deciding where to align their Corporate Social Responsibility efforts for the best impact and ROI. In response, we’ve seen many more nonprofits mining their data – so kudos to you! In 2017, the emphasis on data is now about how you translate those data points into a stronger connective and emotive pitch that strengthens the value for your existing partners and helps you secure new partners through innovative strategies.
  • 13. #2 DATA TRANSLATION TREND SPOTTED The YMCA of Austin serves more than 65,000 members and an additional 60,000 program participants through eight branches. They worked with an analyst to collect and unify their member and fan data from multiple sources, then ran a data-driven ad campaign targeting audiences based on affinity, actions and lifestyles. The campaign generated 4x ROI and a 15% increase in membership in its first month alone. ACTIVATION •  Companies align with causes that have clear impact and can create clear ROI. Analyze your organizational impact data (or proof points) to make sure your data “story” is emotive and appeals to the psychographics of the corporate partner’s key audiences. (Mission Impact + Storytelling) •  Pull your various donor lists (from online giving, peer-to-peer events, direct mail, etc.) and run an algorithm informing you about spending habits and brand affinities. This information informs right-fit partnership analysis and creates a smarter pitch conversation.
  • 14. #3 DIGITAL AUTOMATION By 2020, the amount of Internet-connected things will reach 50 billion, with $19 trillion in profits and cost savings coming from the Internet of Things (IoT) over the next few years.5 Whether it's automated customer service, chat bots or self- serve kiosks, automation will impact EVERYTHING we do --- the way we consume products, media and even give.   As corporations interact with their consumers and employees through more automated means, nonprofits have to ask themselves how will we leverage those automated tools to engage the donor better, to create a better experience for social-teers and employee engagement, to measure influencer engagement with our corporate campaigns, and ultimately better dictate our strategies.
  • 15. #3 DIGITAL AUTOMATION TREND SPOTTED Taco Bell recently announced that orders made via their digital app are 20% pricier than those taken by human cashiers, largely because people select additional ingredients. Chili’s, after installing self- service tablets, reported a similar increase in dessert orders. Cinemark theater’s new self-service kiosks witnessed concession spending per person climb for 32 straight quarters. ACTIVATION •  Analyze the industries of your current partnerships to identify trends in automation. •  Consider how new innovations can benefit your mission and greater community impact. •  Explore opportunities to use automation more effectively and efficiently to engage your constituents.
  • 16. #4 PROACTIVE COMMUNICATION 88% of global consumers want companies to tell them what they are doing to operate responsibly and support important issues.6 As Corporate Social Responsibility professionals continue to use their social good activities to achieve other marketing and business goals, they will increasingly turn to their communications team to actively increase internal and external communication efforts aimed at driving a deeper discussion around the company’s CSR activities. This louder buzz will both enhance external impact on the public, and impact employee satisfaction and engagement.
  • 17. #4 PROACTIVE COMMUNICATION TREND SPOTTED The Power of Stories is the product of Viacommunity, the umbrella arm of Viacom’s CSR program, and is a report that details the results from combining the power of their brands and the unique voices of their audience. The Power of Stories features Nickelodeon’s national summer tour of its “Worldwide Day of Play” and Paramount’s Got Your 6 Storyteller Awards, among other key Viacom initiatives. ACTIVATION •  Storytelling is not a new concept to corporations. When it comes to CSR, however, it has long been considered by many companies to be too self-serving or contrived to tell their “cause” story. •  Look for ways you can help your corporate partners tell their impact story. •  Identify partners that want to be transparent, authentic and communicative with your end user.
  • 18. #5 MULTI-LAYER CAUSES 50% of marketing executives say local marketing is essential to business growth and profitability.7 To fully capitalize on the value of CSR and cause partnerships, companies have to create alignment strategies that allow for both national cause partnerships and local market connectivity. In 2017, companies will rewrite cause alignment strategies to create key multi-faceted, overarching national partner campaigns while still allowing for local market decisions to be made in support of local and regional nonprofit partners and causes.
  • 19. #5 MULTI-LAYER CAUSES TREND SPOTTED 83% of companies surveyed by Catalist say they have a need for both national and local market cause partners. For example, Capital One partners with The Heart of America Foundation on a national level to put books in the hands of children in low- income communities around the nation. They also layer local causes in New York and New Jersey into their CSR strategy for a robust impact model. ACTIVATION Companies choose both local and national partners by looking at the following: •  The cause is a right fit with the company’s service, product and brand. •  The nonprofit can clearly define the impact the company’s employees, consumers and key constituents will have on the cause when they donate time, talent or funds. •  The nonprofit can offer ROI to the company through its organizational assets that multi- layers the value to the company in terms of social impact and business ROI.
  • 20. 2017 CORPORATE PARTNERSHIP TRENDS Sources SOURCES: 1.  Attentive.ly, “How to Identify and Engage Your Influencers”; 2015 2.  2016 Nonprofit Content Marketing, Content Marketing Institute/Blackbaud 3.  Bain Survey of Online Shoppers 2013 4.  2016 Nonprofit Content Marketing, Content Marketing Institute/Blackbaud 5.  Cisco Systems 2015 6.  2015 Cone Global CSR Report 7.  CMO Council 2015 For more information, visit: http://GoCatalist.com/insights For questions, please contact: Brittany Hill Chief Innovation Officer bhill@gocatalist.com