A great example of this would be a public health campaign where you need to create behavior change or spread knowledge about something. How are you going to do that without investing in marketing and communications and branding to some degree? So, even for less obvious use cases, compartmentalizing this into the overhead category is a little bit of a fallacy.
A lot of brilliant people have spoken about the overhead myth — Dan Pallotta being one of them. His thesis is that at the end of the day, all that matters is impact. Why are for-profit- oriented organizations being held to a set of standards around delivering a great product or a great service and showing returns in that way and they're not scrutinized for their spend in marketing and sales? The same standards should be applied to the social impact space.
When social impact organizations are applying for grants or putting proposals in front of major donors, we need to stop putting marketing in the overhead bucket. We need to start lumping it in with our program costs or our program delivery costs and stand behind that. They need to say that this is part of the impact we deliver. This is not overhead. This is a necessary spend for impact.
Barrier #5: The Scrappiness Fallacy
We made up this term to describe how social impact organizations seem to like wearing a badge of honor around being scrappy.
We're doing work behind the scenes.
We don't need to talk about our work.
It's so important. It doesn't even need to be marketed.
This is a huge fallacy. Some organizations believe that they earn credibility for white-knuckling it and getting the job done — whatever it takes. And sometimes that means putting their heads down and grinding it out and not telling the story. That mindset exists in lots of organizations, frankly, not just social impact ones.
We’ve seen it in startup culture. There's a similar hustle culture around not needing to do marketing. However, a lot of startups build marketing budgets into their angel funding round. That's something that traditionally we've seen come a lot later in the social impact life cycle.
Of course, we’re biased here, but we’re big believers in the approach that the best time to start marketing is at the very beginning. But the second best time is — as soon as you possibly can.
Barrier #6: Fundraising and Marketing Aren’t Rivals
One thing that's stopping organizations from investing is a false dichotomy between fundraising and marketing. They believe that marketing and fundraising are competing for resources or that they aren't supporting one another.
We see fundraising and marketing as two sides of a coin working together synergistically. You don't need to choose between investing in fundraising and marketing. Ideally, you're investing in both and they're working together.
This may seem harsh, but if your fundraising and your marketing teams aren’t playing well together, you’re failing as a social impact leader. They can be more than the sum of their parts when they're working together.
When fundraising, you’re looking for the right people to talk to. You want to tell great stories of impact and get this donor to buy in. You need the marketing team to be doing both of those things. They need to be producing quantitative results — which can generate warm qualified donor leads — and also crafting these wonderful impact stories.
Your marketing teams need you to tell them:
- What's working and what's not working
- What stories are landing
- Which ones aren't
- Which cases scenarios need a story behind them that we don't have yet
It’s an absolute must that these teams and these functions work side by side, hand in hand. Otherwise, you're not succeeding as a leader.
The reason we frame this as a false dichotomy is because we've seen, so many times, organizations choosing to either invest in fundraising or in marketing — as if you need to make one of those two choices. Maybe sometimes you only have so much you can invest, and so you do need to make one of those two choices. But ideally, you're able to build both of those teams so they work together, they support one another, and they learn from one another.
We’re not fundraisers. But we've worked with a lot of fundraisers. And one of the things we've heard over and over again from fundraisers within organizations that we've helped, is just how grateful they are for all of the pre-work that marketing has done well. We often hear that marketing makes their job so much easier because they don't have to spend two, three, or four meetings building credibility; building reputation for the organization to the same level that the marketing team has already done. I'm starting three or four steps ahead of where I used to start before.
When someone from leadership or the development team is coming to the table with a donor who has already become familiar with the impact that you deliver — learned from your content and from your storytelling — the minute you sit down, you're having a different kind of conversation. It's less about who you are, what you do, what you’re about, and what's your vision? And it's more like, how can we accelerate this? How can we hit the ground running? Especially for a fundraiser who's on a quota, being able to jump a couple of steps ahead is a massive win.
Barrier #7: Inability to Get Organizational Buy-In
Sometimes leadership wants to do marketing and brand building, but they can't get buy-in from their team or their board. Sometimes a board member wants to do this, but they can't get buy-in from the team or leadership, and sometimes, someone on the team wants to do this. Maybe a CMO type person wants to do this, but they can't get buy-in from either leadership or the board. So there's just no buy-in organizationally across the board.