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Monthly Giving

The Thermofax Gospel of Recurring Giving

Let me tell you a story. It’s May 24, 1815. Some well-meaning folks in a fledgling nation decided they could collect money on a regular basis. For charity. Subscription-style. Recurring generosity. Monthly giving. They got it right two hundred and ten years ago. Now jump to the present day, where most nonprofit boards still stare […]

Learn More May 27, 2025

Giving Tuesday 2023 Tips: What to Do About Monthly Donors?

                Continuing our Giving Tuesday tips and hacks (some earlier posts  here on Subject Lines, here on Matching Gifts, and here on Donor Advised Funds) we thought it more than appropriate to deal with the question of what to do with Sustainers or Monthly Donors before, during and […]

Learn More November 13, 2023

Rx for Fundraisers

If ever most of us could use some uplifting tonic following the Mug Shot Weekend, it’s now.  In fact, I’d argue we really need a double dose. Thus, today’s help-us-heal and lift up our sight’s elixir. It’s been 15 years ago this month since the indomitable Harvey McKinnon and his co-author Azim Jamal released their […]

Learn More August 28, 2023

Is Your Quality Data 3,008 or So 2000 and Late?

The Black-Eyed Peas may not be in my most played list but hey, a catchy, memorable lyric is a catchy, memorable lyric.  Retention data is the rearview mirror view on quality, it’s 2000 and late. It’s a lagging indicator of quality.  You don’t need more donors, you need more donors who stick around.  But if […]

Learn More April 14, 2023

What Gets Measured Can Be Better Managed

We manage lots and lots of thing that we don’t measure at all or well.  That’s the nature of business and human enterprises. But, I’d argue measuring makes managing better.  The question isn’t can we measure or should we but rather, what’s worth measuring.  ‘Worth it’ is often traded off for easy.  Take engagement data.  […]

Learn More February 22, 2023

Sustainers Going to the Dogs–and Cats.

This is Pickle.  Once his name was Dime, as in a “dime bag” of heroin. But that was before he was rescued and the shelter changed his name.  The shelter also helped change our lives when we adopted him early in the pandemic.  He’s produced a thousand times more happiness and joy than there will […]

Learn More February 17, 2023

How Much Is Your Organization Like Twitter?

Fire sale.  That’s how Twitter is touting their latest ad offer.  It’s a familiar fire sale to Agitator readers and every fundraiser who’s been in the field for more than five minutes.  And it’s uber familiar to every donor on the planet. A match.  Spend $250k, get $250k of free ads.   I often hear consultants […]

Learn More February 8, 2023

Adopters as Sustainers? Calling All Cat and Dog Lovers.

It can be a dog eat dog world in fundraising these days.  Costs going up, yields down. Everybody wants more sustainers but how? What if the best source in the animal welfare world is your adopter file? To find out more and hear about this significant source of sustainers and share in actual experiences join […]

Learn More February 3, 2023

Should I Sustain or Should I Go Now? Stop Pressure Tactics.

Join in Please consider joining us for the Should I sustain or should I go now learning session. If you think donor experience matters to sustainer retention then the vague term needs to be broken down into specifics and we need to get more precise. Here’s an example, a telefundraising campaign to convert digital leads […]

Learn More October 21, 2022

Should I Sustain or Should I Go Now? Improving Journey.

Join us for Should I sustain or should I go now Last time we saw how to improve the quality of our sign-ups. So, now we have nothing but quality supporters walking through the door, they’ll all stick around, right? If only it were that easy with every part of your retention challenge living on […]

Learn More October 19, 2022

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Ask A Behavioral Scientist

    Behavioral Science Q & A

    Q:We are struggling with acquistion. During our biggest community campaign, a colleague is suggesting that we have a QR code directing donors to a donate page that does not capture donor information – just a donation and an email address. We won’t be able to post any of these new doors our lvoely newsletters, or thank you letters. We’ll likely never hear from them again. What’s the best method to get this team to see the importance about a donor vs a donation?

    Thanks so much for raising this. Yes, capturing donor information can be helpful for stewardship like newsletters, thank-you letters, impact updates. But how you ask matters. Forcing full data capture introduces friction that can significantly depress conversion, many donors may simply abandon the process. Beyond the friction itself, required fields also shift the emotional experience […]

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    Q: Should we include “Giving Tuesday” in the subject lines for the emails that are going out before Giving Tuesday?

    Unlike holidays that everyone already knows, Giving Tuesday is a created event. Many donors recognize the name but not the exact timing, so referencing it becomes a helpful cue. It serves as a reminder and taps into social norm activation (“everyone’s giving today”), which boosts response. However, we still want it paired with the mission, […]

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    Q: can we pull the match language into the subject lines? Or this should be an A/B test?

    When a subject line leads with the match (“Your gift matched!”), it risks triggering market-norm thinking: the sense that giving is a financial transaction rather than an act rooted in values, identity, and care. This shift reduces intrinsic motivation and, over time, can weaken donor satisfaction and long-term engagement. It also makes the email indistinguishable […]

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    Q: Our mid-level donor team removed the QR code from the DM donation form that links to the donation page, but have left the URL for them to type it in manually. Not sure why they are adding a barrier to the donation process for a higher value donor – but I have to ask – is there any proof – either way – if a QR donation code reduces MV online giving, has any effect on their donation amount, has any effect on off line donations? Thank you….

    There’s no evidence that QR codes suppress mid-value giving; all available research suggests they either help or have no negative effect. In fact, behavioral and usability research consistently shows the opposite: reducing friction at any point in the donation process increases completion rates and total response. And that has nothing to do with capacity and […]

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    Q: How can we effectively use behavioral science to help shift our Board’s mindset. The majority are extremely resistant to asking their networks or sharing their contact lists with us, even after a candid discussion with an external lay leader who has been training boards with her fantastic Fundraising isn’t the F Word! workshop. We have also offered to use our automated email tool to send their appeals from their own email. It is so frustrating. We even have 2 Board members and the chair trying put some accountability on them for our big event but people are not really moving!

    What you’re experiencing is very common. Resistance often isn’t about capability, but about motivation quality. If board members feel pushed into fundraising, that triggers controlled motivation (low quality motivation) i.e. obligation, guilt, or fear of judgment, which often results in avoidance. Instead, we need to create conditions for volitional motivation (high quality motivation) by satisfying […]

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    Q: Copywriters often argue the ask should appear on the first page, but that usually breaks the story in two. With a one-sided letter the ask is always on page one, but with a two-sided letter it may fall on the second page—do results differ? Has your appeal structure been tested on both one-sided and two-sided letters? I just read the article Your Appeal Outline: Thoughtful Strategy or Random Spasm?

    That’s a really thoughtful question, and you’re not the first to raise it. Many of our clients have been cautious about placing the ask at the very end. To address their concern, we’ve tested both approaches, and the results are clear: when the ask comes last, even if that means it appears on the second […]

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