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Breaking Out of the Status Quo

Exciting Breakthroughs on Give Now and Pay Later

Back in July we posted What if Donors Could Give More Now and Pay Later? focused on the offering by a new financial tech company B Generous. In essence the B Generous approach to increasing the size of donor gifts is to offer financing of the total gift,  interest and fee free to the donor […]

Learn More October 3, 2022

Data Analysis 101: The Z-Score is Your Friend

This likely speaks volumes to my social network but I consider the z-score a friend.  The z-score is a way to compare apples to oranges. First, a baseball example then a fundraising copy one. Babe Ruth is an apple from 1919 with 29 home runs.  Barry Bonds is our orange from 2001 with 73. Did […]

Learn More August 10, 2022

Everything is Impacting Everything

From real estate to the stock market, to energy, to technology, to politics to fundraising the Pandemic/Supply Chain/Ukraine/Inflation Virus is wreaking havoc. This is certainly the case where direct response –both direct mail and digital—is concerned. Massive shortages of envelopes and paper with prices going up and availability still down. Significant production delays and bottlenecks.  […]

Learn More June 27, 2022

Digital Donor Abuse

With another batch of primary elections behind us and more still ahead…with the future of Roe v. Wade and reproductive rights hanging in the balance…with heartbreaking scourge of mass shootings at schools and shopping centers…there’s barely time to ponder the ultimate fate of life as we know it either by pandemic, famine, flood, locusts, or […]

Learn More May 25, 2022

How Do You Know Which Sustainers are At Risk of Quitting?

Everybody wants more regular, monthly givers but do you know what an at-risk regular giver looks like? The non-answer on this is a “clawback” in the F2F, canvassing world which quickly became the number one channel for sustainer acquisition in the States (pre-covid) and always was in many other countries. The clawback is a full […]

Learn More March 30, 2022

Don’t Ask if You Don’t Care About the Answers

Zero party data is the data that voluntarily comes from your donors.  It’s their voice.  You might say we built a company around the value of it. This data is proprietary, you don’t sell or trade it in the co-op mills taking in others’ mailing list laundry.  You keep it to yourself and you use […]

Learn More March 16, 2022

The Last Mile Matters

In supply chain world the last mile is that last step to get the Amazon package to your door.  It’s notoriously expensive and cumbersome and it can be the difference between turning a profit or not. Your last mile equivalent is the paper or digital equivalent reply form.  This last mile is a good place […]

Learn More March 4, 2022

Model-T Fundraising: Pros and Cons

“Any customer can have a car painted any color that he wants, so long as it is black.” –Henry Ford The Model T Ford, America’s first mass production auto,  only came in black because the production line required compromise so that efficiency and improved quality could be achieved. The service is provided by a score […]

Learn More February 28, 2022

Does Your Lead Generation Attract the Best Donors?

Given the tsunami of petitions, surveys and other devices flooding both my postal and digital mailboxes it’s clear that more and more organizations are turning to lead generation as the first step in their donor acquisition programs. The question, of course, is just how well do these leads convert to good donors? And what steps […]

Learn More January 14, 2022

Donor Geography: West Coast is From Venus, Southeast is From Mars

We’ve written extensively about the Big Five of Personality psychology and how to measure Personality and use it to tailor messaging to get beyond the unsatisfying world of one-size-fits-all. ( See here, here and here.) Importance of Personality Why Personality?   It predicts health, morbidity, occupation, entrepreneurship rates, innovation, political values, regional stereotypes, income inequality and […]

Learn More November 12, 2021

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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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