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Give a man a fish and you feed him for a day; teach a man to fish and you feed him for a lifetime

Maimonides

The HeartSmart® Toolkit is your ‘corporate partnerships strategy in a box’ written by corporate partnerships pioneer Hailey Cavill-Jaspers and updated each year to embrace new thinking and stats. The Toolkit details the steps to take and documents to prepare – and you can do it in your own time at your own pace. It will become your corporate partnerships ‘bible’ for many years to come. For professionals within non-profits including managers of fundraising, business development, major gifts and corporate partnerships.  When you purchase the Toolkit you get:

Starter Kit

The Starter Kit will help you become familiar with the corporate world – the difference between partnership & sponsorship, models of engagement (CSR, CSV, HR, CRM etc), corporate language, case studies, a separate booklet on Managing Partnerships, instructions and template for setting your intention, all the latest statistics to prove the power of your cause, as well as an overview of the HeartSmart® process – resources and time required for each step and user friendly templates. For anyone new to the corporate world it is a fast-track education.  For more experienced professionals it will provide a great refresher with the most up to date stats.

HeartSmart® Start Kit for NFP organisations

HeartSmart® Activity Kit for NFP Organisations

Activity Kit

The Activity Kit contains the 10 steps of the HeartSmart® process in 10, easy to read, instructional modules that guide you through each component of the HeartSmart® process.  Each step contains a piece of the jigsaw puzzle that becomes a clear picture when you reach Module 10.  The Kit includes user-friendly templates and real-world examples.

HeartSmart® Extras - Coaching

The HeartSmart® Hub

The Hub is an online space for all students, past and present, to access the most current modules, key templates, recording of tutorials by Hailey as well as a shop to purchase 1:1 time with Hailey. This is useful for larger organisations where several students are sharing a physical Toolkit, or when students are working remotely. Hailey Cavill is only available to work with non-profits that have embraced HeartSmart®.

Previous students

We’ve upskilled over 100 organisations with the Toolkit including Fred Hollows Foundation, Lifeline Australia, Oxfam Australia, Relationships Australia, Baptcare, Neura Australia, Girl Guides Australia, The Mirabel Foundation, Stroke Foundation, Walter & Eliza Hall Institute, CanTeen, Brightwater, The Salvos, Landcare, Reach Out, CCIA, Kidsafe, Greening Australia, Step Back Think, Murdoch Childrens Research Institute, PetRescue, Northcott, Hello Sunday Morning and many more.

Time to commence

You can purchase the Toolkit at any time, however the ideal time to implement the HeartSmart® process is between January – November 2020, to ensure you are ready for the optimum time to approach corporate prospects – February 2021. We only provide brokerage consultancy for organisations that have embraced HeartSmart®.

Investment

The HeartSmart® Toolkit package is $5,000 + GST.  This can be paid upfront with a saving of 10% or can be paid in 5 instalments of $1,000 or 10 instalments of $500.  The package includes the Starter Kit, Activity Kit, access to the Hub and 2 memory sticks containing all templates and real-world examples.  It does not include 1:1 time with Hailey but you can purchase time at a discount rate at the Hub if you need it (students rarely do!).

What the Toolkit gives you

A process to follow, clear instructions on what to produce, a better understanding of what your organisation has to offer and the value of that offer, a process for valuing your brand, more confidence in pitching to corporates, techniques and shortcuts for creating a hot list, getting an appointment and a credentials presentation that we guarantee your colleagues will want to use for other things!

Tangible outputs will include a SWOTA and action list, competitor’s analysis, an Assets Register (an audit of everything you have to offer and the value of that offer), a list of 100+ suspects, 30 Prospects and 15 Hot Prospects, a 15-minute credentials presentation, a new model for engagement, a $ value for your brand, a set of guidelines (rules of engagement), sponsorship proposal template, partnership proposal template, MOU & partnership legal contracts and so much more.

“Over 10 years of corporate fundraising there’s one tool that I’ve trusted to get results with securing partners & sponsors – the HeartSmart® Toolkit. 6-figure partnerships at Guide Dogs NSW, Ronald McDonald House & Life Education arose from the training”

Lillian Adnan
Former Fundraising Manager, Northcott

“As soon as we embedded the HeartSmart® process into The Foundation we saw results. Growing our Specsavers partnership fourfold and securing Westpac. Everything we do is best practice and now the way we approach and work with corporates is too”

Penny Tribe
Former Head of Partnerships, The Fred Hollows Foundation

“Following the HeartSmart® process we secured 2 new corporate partners – PETstock & Woolworths – worth over $300,000 pa. The process is rigorous, easy to follow & importantly, can be embedded into an organisation so that all team members are engaged”

John Bishop
Co-Founder & Joint CEO, PetRescue

WATCH VIDEO TESTIMONIALS
from HeartSmart® Toolkit Graduates

Testimonials

The immersive 8-month HeartSmart® program, and the 3-day masterclass are no longer available. We only provide consultancy or brokerage for organisations that have embraced HeartSmart®.

 

Success Stories

See a snapshot of the numerous For Purpose organisations who have signed up significant partnerships after completing HeartSmart®.

SUCCESS STORIES

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The HeartSmart® process is amazing. It’s a rare combination of sophistication & simplicity, process combined with creativity, ensuring that we don’t undersell our name, goodwill or assets but also ensuring that we deliver tangible value to our corporate partners. Prior to this we were operating within a limited sponsorship model. Now we are approaching the corporate world with a partnership hand outstretched - understanding their motivations, needs and language, at the same time without compromising our values.

Dr Narelle Curtis, (former) PR & Development Manager, MCRI
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The HeartSmart® process has given us the tools to seek Corporate Partnerships and the confidence to know that we can do it! We now know what our organisation is worth, it’s strengths and weaknesses, what we can offer to partners who support us and how together we can both achieve success!

Christine DiPetta, (former) National Red Nose Day Manager, SIDS and Kids® Australia
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The HeartSmart® process enabled my team to secure corporate partnerships worth over $7m. The process is robust, rigorous and works

Dawn O’Neill, former CEO, Lifeline Australia
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I look at corporate partnerships in a whole new way since starting my journey on the Cavill + Co HeartSmart® Toolkit Program. You need to take the journey to see the potential. There are too many benefits of this program to state them all; however, the biggest thing that I have learnt through this process is to value our brand and to know the potential of what we have to offer a company. I feel prospective Corporate partners will see what a great asset they will have in partnering long term with a highly trained charity - thanks to having competed the HeartSmart® Program.

Lynda Inglis, (former) corporate development officer, Guide Dogs Victoria
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HeartSmart® gave us the confidence to pitch to ‘big scary corporates’. As a result of the process we signed up a new six-figure partner in PetStock, new sponsors and to renewed our partnership with Pedigree. We’re growing bigger and smarter, becoming more sustainable and most importantly, working with our members to place more pets into more homes.

John Bishop, Co-founder & Joint CEO - PetRescue
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Cavill + Co’s HeartSmart® process is Red Bull for your corporate partnerships strategy – it gives you the tools, thinking + confidence to attempt the seemingly impossible – and succeed

Brendan Maher, General Manager, RU OK?
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The HeartSmart® Toolkit is a truly unique and inspirational program. It has provided The Fred Hollows Foundation with the tools to create strong and sustainable corporate partnerships. Rarely do you find an experienced professional who is willing share such valuable knowledge. Hailey Cavill combines a sophisticated knowledge of the corporate sector with a passionate understanding of the not-for-profit sector. The Fred Hollows Foundation strongly recommends the HeartSmart® program to any NPO that is serious about investing in the world of corporate partnerships. Thank you, Hailey!

Penny Tribe, Senior Executive – Partnerships, the Fred Hollows Foundation
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The HeartSmart® process is hands down the best product on the market to equip you to establish sustainable corporate partnerships. It is an elegant, strategic, digestible tried & tested methodology. It builds capability, requires organisations to think hard, and provides tangible tools to realise potential opportunities. Furthermore, it operates with a sense of abundance – a view that partnerships are not only possible but realistic. Hailey understands what is possible, has deep knowledge and skills in the field and has put it all into HeartSmart®. I recommend it to any leader seeking success

Kit McMahon, Former CEO, Girl Guides Australia

HeartSmart® Toolkit EOI

Feel ready to register?

You can register your interest for the Toolkit by completing the Q&A below.

Once completed we’ll be in touch to discuss whether it’s the right program and the right time for you.

Let us help you re-imagine your world with the most perfect corporate partners.

COMPLETE THE ONLINE EXPRESSION OF INTEREST FOR TOOLKIT Q&A

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