Trademark Basics for Wildlife Conservation Nonprofits

As a wildlife conservation nonprofit, you need to know about copyrights, trademarks, and patents. You do not need to be an expert, but you need to understand their correct use and when they should be applied. …Not knowing can cost you and your organization.

For example, your boss approaches you and says that within the budget are funds for a field sign featuring interpretative language and your organization’s logo. You have a non-registered trademark, but you are not sure what this means. Which of these symbols might you use?

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If you are not sure, it’s okay, a lot of people are confused by this-

One California-based nonprofit I worked with was also confused about how to present its trademark. During a well-attended public event, I congratulated the Executive Director on the Circle-R symbol next to their name as it showed their trademark was not officially registered.  He pointed back to the logo and said, “Oh, yeah the patent, we recently added the Circle-R.” I politely asked him to clarify. Sadly, he did not know that his organization was publicly using the wrong trademark symbol and legal name associated with the trademark.

Such mistakes occur at large for-profit companies too. After a tech firm had moved to a new two-story office in Silicon Valley, a new street sign was manufactured at a price upwards of $10,000. In a rush to finish the job, an admin ordered the sign and the incorrect trademark symbol, a “TM” was used on the sign when a Circle-R was needed. The oversight demonstrated that internal processes had not been followed and because of expense the error remained on the sign for several years.

Don’t make these same mistakes; here are some basics about copyrights, trademarks, and patents to avoid such confusion.

The Registered Trademark

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A trademark is a sign or design used in association with a product or service. The Circle-R demonstrates the US Patent and Trademark Office (USPTO) has recognized your trademark being used in the pursuit of commerce.

Organizations and groups obtain the Circle-R to differentiate and better protect their identity from other products or brands. After you have been recognized by the USPTO, and you need to go to court to protect your brand, your case will be significantly strengthened.

You should never use the Circle-R if the USPTO has NOT registered your trademark. To do so could invite possible legal headaches.

If the government has not recognized your organization as being the owner of the trademark you should not use the Circle-R.

The Trademark:

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Using the “TM” is the easiest way to proceed until your organization can go through the registration process.

It is a good idea to keep a record of when you first associated the TM with your product or service as this designated when you used your product in the pursuit of business. You will need this information if you apply eventually for the Circle-R registration. Also, you will need this if you ever have to go to court to defend your use of the trademark.

Note: There is a type of trademark called a service mark “SM”, this is reserved for services and is not being discussed here.

The Copyright:

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Using a “Circle-C” with your logo is incorrect, just don’t use it!

A Circle-C represents copyright.

A copyright is used for original works, like books, videos, music, or other creative pieces. The copyright allows the author to receive compensation or recognition for their idea. Use the “Circle-C” at the end of your organization’s printed newsletter, emails, etc.

The Patent:blog-2014-05-21_img5

Patents are used for inventions (an invention provides a solution to a product or process). If you or your organization invents a better mousetrap you would obtain a patent. You should never associate the word “patent” with your logo or creative work.

I hope this helps.

Within the Development Office, is it Advertising, Marketing, Merchandising, Promotion, or Sales?

Within the Development Office, terms such as advertising, development, marketing, merchandising, promotion, and sales are often freely interchanged. This can be dangerous as these words have unique meanings, and a poor understanding can harm the organization’s mission.

Wrestling with these definitions is not new. Over one hundred years ago, people sought to understand similar concepts. A humorous yet relevant answer came from PT Barnum in describing the circus coming to town-

“If the circus is coming to town and you paint a sign saying, ‘Circus Coming to the Fairground Saturday,’ that’s advertising.

If you put the sign on the back of an elephant and walk it into town, that’s promotion.

If the elephant walks through the mayor’s flower bed, that’s publicity. And if you get the mayor to laugh about it, that’s public relations.

If the town’s citizens go to the circus, you show them the many entertainment booths, explain how much fun they’ll have spending money at the booths: answer their questions, and ultimately, they spend a lot at the circus, that’s sales.”  – PT Barnum

Here are commonly used terms within organizations:

Advertising:
The communication of a product or service’s value through a paid medium –such as the internet, radio, magazine TV, or signage– where the messaging is controlled and polished by the sponsor for public consumption. Advertising is not marketing.

Brand:
A brand is a logo, name, or design associated with a product or service. A brand is a symbolic link to all the information connected to a product, service, or idea. A brand often includes a specific logo, fonts, and colors.

Development:
Development is about developing and enhancing relationships with donors for the long-term success of your organization’s mission. The timeframe for development is to ensure current and future funding.

Direct Marketing:
Direct marketing includes catalogs, postcards, direct mail, and email. The strength of direct marketing is that items can be tracked and results measured by the sender. A weakness if this is rarely successful for the time and energy involved unless you can specifically target your audience. If you have ever received a donation request in the mail from a local nonprofit, this is a form of direct marketing.

Cause Selling:
Cause selling is the process of seeking out potential donors who have a need, interest, and passion for your cause, assisting them to recognize and define that need, showing or demonstrating to them how your cause fulfills that need, and inspiring them to donate to your cause. Those who champion “selling” for their cause often have a poor grasp of what marketing is, or the value of their organization’s mission needs to be more targeted.

Graphic Design:
Graphic design is about visually communicating information. It includes both the design and production sides of a product.

Fundraising:
Fundraising is not the same as development; fundraising is a component of development. Fundraising is about income generation and involves an exchange in the now: an ask for money and a return on that ask. The timeframe is short-term and addresses or solves an immediate need. There is little to no potential for the donor to grow with your organization’s mission into the future. If all your organization does is fundraising, your organization will be short-lived.

Logo:
A logo is a symbol representing the identity of a company or institution.

Marketing:
A basic definition is that marketing is the art of communicating your products, services, or ideas to a market; a market is a group of people who have a want or need for your product. Another definition of marketing is about influencing people and their decision-making abilities. The most practical definition of marketing is to answer this question, “How do I help my customers to succeed, and how do I nurture others so that when they are ready, they think of my service/product?”

Merchandising:
Merchandising is about finding the right products, price, promotion, and location on the store shelf. Merchandising can also refer to a brand or image from one product used to sell another. 

Packaging and Labeling:
Packaging is the science, art, and technology of enclosing or protecting products for distribution, storage, sale, and use. Labeling is any written, electronic, or graphic communication on packaging or a separate but associated label.

Product:
A product is anything offered to a market that might satisfy a want or need.

Promotion:
Promotion involves disseminating information about a product, product line, brand, or company. Promotion can include direct promotion, where an advertiser pays an advertising agency to place an advert, or indirect promotion, where the consumer is unaware that promotion is taking place, as are sponsorships or endorsements.

Promotional Items:
Promotional items are general merchandise given away free of charge to increase interest in or sales of a product or service. Promotional items can be referred to as “novelty items,” “swag,” or “tchotchkes.”

Public Relations/Publicity:
P.R. is the deliberate attempt to manage the public’s perception of a subject. Publicity is when information about a company, product, or service is communicated to the public via the mass media.

Sales:
Sales are the act of providing buyers with a product or service in exchange for money or other compensation. Sales are not marketing, it is the practical implementation of marketing. Still confused? Think of it this way, marketing gets them through the door, sales get them to sign on the dotted line.

Sales Promotion:
These efforts are designed to have an immediate impact on sales. These can include coupons, discounts, contests, rebates, and free samples.

POP (Point of Purchase):
POP displays help to display a product. Such displays are generally located on an aisle at the point where the decision to buy is made by a consumer.

POS (Point of Sale):
The POS is where you pay at the cash register. Many are already familiar with the POS areas at the grocery store where candy and magazines are made available to captive shoppers while standing in line.

How Interpretive Are Your Park Store Products?

During a visit to a National Park last summer, I overheard a family refer to the products in the park store as “weak.” Looking at the shelves filled with plastic mementos and affixed logo items I knew what they meant, but still, I politely inquired.

The family had attempted to find products that were emotionally meaningful instead they found trinkets. Such products did not represent the visit they had just experienced. Over the past several days the family had shared a rare extended weekend together in one of America’s most beautiful locations. During their last hour in the park, they wanted to buy something that helped “connect” them to their enjoyable family experience, but they found nothing that expressed a strong emotional connection. Their final moments in the park would end on a lackluster note. Unfortunately, many parks or nature-related stores do not understand why customers buy.

A park store should not sell products; it should sell benefits.
Customers buy benefits

Park store customers seek benefits. Another way of saying this: customers do not buy products; they buy the benefits they receive from the products. Examples:

Kids do not buy plush animal toys; they buy companionship.

People do not buy books; they buy entertainment/knowledge.

People do not buy a whistle; they buy safety.

People do not buy annual park passes; they buy convenience.

People do not buy jackets; they buy warmth.

All products in the nature store, or at least every product group, need to be benefit-assessed.

The next step is to determine how these benefits add up to strengthen the store, extend interpretive programs, and benefit customers. Classify your product’s interpretive value as ‘weak’, ‘medium,’ or ‘strong.’

Example: Have you ever been to a park concessionaire, or park association store, and seen an entire shelf of coffee mugs? While a mug might be used for drinking, its basic use is for a single purpose. Other examples of weak products are postcards, magnets, stickers, posters, t-shirts, and clothing items.

Weak benefit products are generally impulse-buy items that do not engage the user beyond the act of purchasing them. Too many weak items in your store (greater than 50% of inventory) do not serve the mission of your organization.

Are weak benefit products bad? No, they serve a purpose, but do you want your store to offer only products that offer only a single benefit? You can do better. A targeted question to ask: How could this product help a person to better understand my resource (park, natural area, etc.)? How can it help them to be creative?

Your job as a non-profit marketer is to find how you can differentiate your product (natural area, park, watershed, historical site, etc.) within the mind of the customer. You need to provide more products that are medium and strong.


The hallmark of a medium-strength product is the ability to engage the user and better appreciate the local resources, parks, natural areas, etc.

Examples: Water bottles, walking sticks, local guidebooks, and plush animal puppets. The more sustainably sourced these are, the stronger they will be.


Examples of strong products: Regional/park guidebooks, maps, field guides, and items that support interpretive goals. Another example is a backpack utilized in children’s programs, used as a ” checkout pack” which allows families to borrow a daypack from the nature store to use while exploring the park. When returned the family is offered a significant discount at the nature store to help with a sale.

The sign of a strong product is its ability to alter perceptions and continually help the user to be creative.

Strive for a weak product inventory of 40% and a combined medium/strong inventory of 60%. Remember, products do not sell themselves, the benefits of the product do.

25 Additional Blog Post Ideas for Marketing Your Outdoor Nonprofit

Recently, I wrote about 25 Blog Post Ideas for Marketing Your Environmental Nonprofit, here are an additional twenty-five:

  1. What does your organization’s logo represent?
  2. How are you reaching out to the community, region, and world?
  3. How can your mission help people save money, and have clean water, food etc.?
  4. Did anyone from your organization attend a recent training?
  5. Where can people find information about upcoming events?
  6. How much fun did people have last year at your event? How was nature helped?
  7. How can families with children ensure a safe and fun visit (to your area, park, etc.)
  8. How can grandparents become involved?
  9. How can parents get involved?
  10. What are your programs for families with children?
  11. How can parents help their children learn more about nature?
  12. How can visitors help animals that are in your park, region, watershed, etc.?
  13. How did local natural landmarks get their names?
  14. What trails in the area are recommended for families with young children?
  15. How can businesses donate?
  16. Why should people donate?
  17. Feature a financial supporter.
  18. How do you listen to your supporters?
  19. How are the products that you sell helping to further messaging?
  20. How are your products helping programs in the natural area/park etc?
  21. How can families celebrate birthdays in your park or natural area?
  22. How can people donate to support your operations?
  23. What is a major investment made by your organization?
  24. What natural events inspire your staff or volunteers?
  25. What things make your park, preserve, or natural area a special place?

25 Blog Post Ideas for Marketing Your Outdoor Nonprofit

Do you need blog post ideas for marketing your environmental nonprofit? Here are twenty-five to get you started:

  1. What is your mission? How does it help nature?
  2. Where are you located? Why?
  3. How does your organization help others?
  4. What are you doing to help local habitats?
  5. How are you helping your community?
  6. How does your organization help the local economy?
  7. What are your “green” operations or business practices?
  8. What steps are you taking to reduce your carbon footprint?
  9. What steps are being taken to conserve energy and water?
  10. What is the hottest interpretive product in your store right now?
  11. When was your organization founded? Why?
  12. What was your latest interpretive program?
  13. How successful was your most recent volunteer or interpretive program?
  14. What was a mistake your organization made? How did your organization recover?
  15. When and where is the next education program?
  16. When is the next family event in the park?
  17. What is a common misconception about your organization or services?
  18. How are you being impacted by budgets?
  19. Why should a person join your organization or volunteer?
  20. Feature a volunteer of the month.
  21. What is the greatest concern for your cause?
  22. When was the last time your organization made the news?
  23. Did your organization receive any local sponsorships?
  24. How is your organization working with local or regional educational programs?
  25. Does your organization offer any training or community outreach programs?

Blogging Basics for Nature Nonprofits

Are you interested in blogging for your environmental nonprofit, but not sure where to begin? This article is a high-level introduction to the world of blogging.

What is a Blog?

The word blog is a truncation of the words web and blog. A blog is a quick and affordable method for communicating your message electronically. Think of a blog as a series of reversed diary entries so you are reading the most recent articles first. These articles can be sorted into various categories and tagged with keywords so readers can easily find your content. You will need a blogging tool that runs on a web hosting service; WordPress is free to download and you can choose from hundreds of layout themes for displaying your articles.

How Can a Blog Strengthen My Messaging?

A well-written blog can put a face on your organization’s story helping to expand your reach to customers and to those whom you want to nurture.

What Should I Write About?

A blog is less about you, your cause, or even your organization; rather, it is more about helping your readers succeed. You need to write articles (about your cause) that are relevant to the interests of your audience, inspire your readers to create their own understanding, help them to solve a problem, and allow them to be creative. In short, how can you help them to be successful?

How Can I Become a Great Blogger?

You can help yourself to become a great blogger by writing consistently, writing as you speak, being responsive to comments, encouraging people to sign up for your blog, and focusing on the quality rather than the quantity of your articles.

What Are Some First Article Ideas?

Start with the basics about your grassroots organization: What is your mission and how does it help nature? Where are you located and why? How does your cause/organization help others? How do you help local habitats or the community?

If you need additional blogging ideas my next two articles will include 50 ideas for marketing your message.

Greening the Park Store

Parks and outdoor interpretive organizations are always looking to green their operations. But sometimes the enthusiasm of the moment results in a “Ready, Fire!, Aim” approach when a “Ready, Aim, Fire!” approach is needed.

READY: Understand the purpose of greening the park store.

Ask the question, “What problem do you wish to solve?”

This may sound counter-intuitive, but the purpose of greening your space is not about ‘saving the planet’ or ‘protecting the environment’. While individuals and organizations may be passionate about such issues, framing a discussion around these hot-button slogans could have combustible results. Remember that a manager, co-worker, budget officer, visitor, or even a donor may have a very different perception of these words and their meanings.

The purpose of greening your organization should instead be grounded in measurable benefits like reducing waste, reusing-recycling materials, and conserving energy which aid in those correcting those other issues.

AIM: Understand the mission-based justification.

What results or benefits do you wish to obtain from greening your store? Here are three of my favorites:

  • Help visitors to better understand where they are visiting.
  • Gain a competitive advantage.
  • A healthier bottom line.

FIRE: You take action!

Here are five helpful steps to consider as you take action.

Step 1: Scope
Document your project’s scope – this includes the project’s purpose and business justification.

Step 2: Assessment
The purpose of an assessment is to help establish a baseline for your green practices. A baseline is an original plan for a project, and any changes will be measured against the baseline.

Step 3: Implementation
This is an entire subject by itself of which future articles will be written. But here are some key points to remember when implementing your green processes.

  • Build on small victories.
  • Generate momentum (buy-in) for your project by demonstrating the economic benefits.
  • Green activities should not be dictated from above – but rather modeled.
  • Always Document processes.

Step 4: Communicate
Publish the processes on an intranet or another centralized internal website. Communicate with your donors and visitors about how you are reducing pollution, etc. Educate any front-line staff on the advantages and goals of your project.

Step 5: Measure
Refer to your original baseline and track progress at least on a monthly basis.

When greening your own operation remember a “Ready, Aim, Fire!” approach before starting a project. Understanding the purpose and the justification of the project will help you in reaching your green goals.

From Confrontation to Conversation in the Nonprofit Store

Sometimes a park visitor is irritated about something. They direct it at you. They say something in a harsh tone, and possibly an awkward response is made. No one intends it, but the dialogue is becoming a confrontation. One simple question can redirect a possible confrontation back to a conversation.

The question is, “What would you like me to do?”

While walking across the parking lot of a National Park Visitor Center, I noticed a very large Cadillac sedan. In the Cadillac was an elderly couple; their license plate showed they were from several states to the east of their current location. Their car doors opened. The woman commented, “This place looks nice. Let’s see if we can get something for Megan.” The man loudly commented about finding a restroom. The couple were just a few seconds behind me so I held the door of the Visitor Center.

The man quickly approached the main desk and bluntly asked, “Where’s the can around here?”

A very young seasonal worker was behind the desk. She was nice enough but spoke as though she was reading from a script, “Hello. The Day Use fee is $5.00.”

His tone was gruff, ” I can always tell when I drive into this state – my wallet gets lighter.”

The worker politely smiled. It’s five dollars to visit the park, sir.”

The man was angry and physically uncomfortable. “We’re not visiting the park!” snapped the man.

The worker looked surprised, “Visiting or not sir, everyone needs to pay the day-use fee.”

The man shook his head, “Five bucks, for a ten-minute stop!?”

The worker dug in her heels. “Sorry, sir. Those are the rules.”

“Rules!”Every time I visit this G%&-D#*n state I am always being nickel-and-dimed for something.”

The young worker appeared uncertain of what to say next. People in the Visitors Center were becoming uncomfortable with the language. The man huffed under his breath, “Fine! I’lll pay the fee – just tell me where the restrooms are.” The girl pointed outside.  He quickly disappeared out of the building. The worker mumbled to a co-worker, “If you’re going to be that way, we don’t want you here anyway!” The wife must have heard this because at that moment she quietly put down an item she had in her hand and left the store. Neither the elderly man nor the woman returned. They would probably think very differently about all parks from that day forward.

This was a sad and unnecessary escalation that could have been avoided. Obviously, better training for the workers; improved visitor signage with larger text; or even an identified 15-minute parking area would have helped. But at any point during the escalating conversation, the worker could have sincerely looked at the man and asked, “What would you like me to do?” If the elderly man had been asked he may have responded with, I need a bathroom and my wife is looking for a gift for our granddaughter. I don’t want to pay $5.00 because we will be here for less than 10 minutes.”

This question does two things: Firstly, it identifies that you can act, or are at least prepared to act, and; secondly, it requires visitors to state what they want/need to resolve the issue.

Most people are not irrational; they can be irritable because they are uncomfortable or stressed about something besides you. This elderly man was loud and obnoxious, but these personality issues were probably exacerbated because he was very tired from a long drive and needed a restroom. The worker became a target for his frustrations. When the occasional visitor is irritable and not communicating effectively, ask:

What do you want me to do?

This question can move the dialogue from a possible confrontation back to a conversation.