Marketing Request Guidelines

Your Guide to Effective Marketing Support

Our marketing request guidelines ensure that every project runs smoothly, efficiently, and achieves the desired results. Marketing requests typically take
2–3 weeks to complete; however, larger projects—such as video production—may require additional time depending on scope and complexity.

Submit A Request

What to Include in Your Marketing Request

Project Overview Clearly define the purpose, objectives, and target audience.

Background & Context Provide key details about your program, service, or the targeted company. If your request involves data, click here to submit an Operations request prior to submitting your marketing request.

Budget & Timelines Set realistic deadlines and share any budget considerations. First drafts take approximately two weeks, with additional time required for revisions.

Key Messaging Outline the main takeaways and messaging priorities.

Target Audience Be specific. For example, instead of “donors,” specify “lapsed donors” or “major donors.” If you have a contact list, include it.

Approvals Identify internal and external decision-makers early to prevent last-minute delays.

Early Involvement If your project requires MarCom support, involve us as early as possible for better planning and execution.

Best Practices

Best Practices for a Smooth Process

Please keep these in mind

Submit A Request

Submit via PMT—we review requests within 1 business day.

Timing is everything—last-minute miracles should be the exception, not the rule.

Context helps us help you—background details = stronger marketing.

Approvals upfront—no one likes surprise roadblocks.

If you have questions about submitting a marketing request, we're here to help.
Fill out the form below and a member of our team will follow up with you shortly.

Questions About The Marketing Request Process

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