Nonprofit Marketing Agency Checklist

Choose the Right Nonprofit Marketing Agency With Confidence

A practical checklist to help nonprofit leaders compare agencies, ask better questions, and avoid costly missteps.

Hiring a nonprofit marketing agency is a big decision—and in 2026, the stakes are higher than ever.

Between bold promises, shiny portfolios, and tight budgets, it’s hard to know who’s actually the right fit for your organization. The wrong choice can cost you time, money, and momentum. The right one can become a true strategic partner.

That’s why we created the Nonprofit Marketing Agency Evaluation Checklist—a clear, no-fluff tool designed to help you make a smart, mission-aligned decision.

What This Checklist Helps You Do

This checklist will help you:

✔ Compare agencies beyond just price and deliverables
✔ Identify red flags early in the process
✔ Evaluate strategic thinking—not just tactics
✔ Assess nonprofit experience and cultural fit
✔ Choose a partner aligned with your mission and goals

Whether you’re actively searching or planning ahead, this checklist gives you a structured way to evaluate options with confidence.

What’s Included

Inside the checklist, you’ll find guidance to evaluate agencies across:

• Strategy and goal alignment

• Nonprofit experience and expertise

• Messaging and communication approach

• Measurement and reporting practices

• Collaboration style and working relationship

• Value, pricing, and long-term fit

It’s designed to be practical, easy to use, and helpful for executive directors, development leaders, and communications teams alike.

Who This Is For

This checklist is ideal for:

• Executive Directors and CEOs

• Development and Advancement Leaders

• Communications and Marketing Managers

• Boards and leadership teams supporting agency selection

If you’re responsible for making—or influencing—this decision, this tool is for you.

Download the checklist by completing the form below!