Doing Good: Strategic Charity Marketing Procurement for NFPs

Doing good by managing marketing in

Charity and not-for-profits

TrinityP3 has extensive marketing consultancy experience working with some of the biggest names in the charity and not-for-profit (NFP) sector globally, including Movember, The Salvation Army, Cancer Council, World Vision, St Vincent de Paul Society, and more. As a result, we deeply understand the category dynamics and can apply that knowledge to your organisation.

Globally, charities and NFPs are facing persistent challenges, primarily funding uncertainty due to economic fluctuations, donor fatigue, and increased competition, alongside rising operational costs (including staffing and energy). They also grapple with workforce and volunteer retention, especially post-pandemic, and the crucial need to adapt to rapid technological advancements without sufficient budgets or digital literacy. Furthermore, cybersecurity threats pose a growing risk to sensitive donor data and organisational reputation, demanding significant investment and expertise.

Despite these hurdles, significant opportunities exist through NFP digital transformation, enabling more efficient operations, data-driven decision-making, and broader supporter engagement via online channels and AI-powered tools. There’s a growing focus on diversifying income streams, including social enterprises, corporate partnerships, and leveraging intergenerational wealth transfers (e.g., bequests). Emphasising transparency, impact reporting, and authentic storytelling is vital to resonate with evolving donor expectations, particularly younger generations who prioritise social justice and ethical practices, enhancing donor acquisition and retention.

Global Charity experience

To see the full list of charity clients we’ve worked with and the work we did, please go here. If you’d like to speak with us about optimizing your charity marketing procurement or driving donor acquisition and retention, please contact us here to schedule a consultation.

What does charity marketing management mean in practice?

It refers to three marketing consultancy practice areas, each focused on a distinct aspect of charity marketing management, leveraging effective charity marketing procurement and NFP marketing procurement.

Our Marketing Optimisation Practice focuses on:

  • Marketing Transformation roadmaps, including technology stacks, measurement frameworks, and the setup of workflow prioritization tools to support NFP digital transformation.
  • Charity Marketing Procurement Processes, including construction of RFP and tenders; agency contractual assessment; agency procurement upskilling; and agency commercial and financial benchmarking (resourcing and remuneration).
  • Production Consultancy, including production evaluation (process and cost) and production transformation consultancy.

Our Supplier and Roster Management Practice focuses on:

  • Agency Selection: Finding the optimal agency partners (creative, media, PR, production, measurement, and more) for your current and future needs, crucial for donor acquisition and retention.
  • Agency Roster: Ensuring that your current agency roster, including in-house resources, is efficient, effective, and set to deliver value.
  • Agency Commercial: In-depth financial benchmarking of your current agency fee structures, resources, and deliverables, alongside a range of other advisory services pertaining to your agency commercial arrangements.
  • High Performing Teams Roster: Assessment and improvement of your current agency and in-house operations and relationships.
  • In-house Agency Assessments: Providing financial modeling, operational benchmarking, and technology evaluation to your in-house agency plans and services, directly impacting NFP marketing procurement.

Our Media Practice focuses on:

  • Media Value Operational Reviews: Assessing the strategic and commercial relationship with your current media agency partner, measuring and assessing media value creation and optimization across paid, owned, earned, and shared channels to enhance donor acquisition and retention.
  • Media Industry Advisory: Consultative advice across a range of topics including media transparency, environmental sustainability, data privacy, ad-fraud and more.
  • Media Agency Tender: Complete management of your agency tender process, from initial search and selection to appointment and beyond.

To contact us about how we can work with you, or to discuss a specific tailored project.

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