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Breaking Out of the Status Quo

Why the Retention Resistance?

I shuddered as I read Nick’s post on the latest –and dismally declining—donor retention rates. Here are the sorry figures from the Fundraising Effectiveness Project (FEP) comparing the first six months of 2018 with those of 2017: Total donors are down 6.6% New donors are down 9.2% New retained donors are down 18% Repeat retained […]

Learn More October 9, 2018

Learning from Politics: Chip In Change for Change

You’ve seen the headlines: “Americans more divided than ever”, “Gridlock reaching threat level crimson, which is worse than red somehow”, and “Pelosi-McConnell West-Side-Story-style dancing knife fight leaves two dead; four injured.” The two major parties here in the United States seemingly can’t agree on anything. But here’s a ray of hope.  They can agree on […]

Learn More October 3, 2018

TEST RESULTS: You Raise More Money When You Listen to Donors’ Preferences

We know that, given the options, many donors would give more if they could direct where their gift went (see, for example, here and here). Yet restricted giving is a giant pain for most fundraisers.  You could end up in your finance department explaining yourself for the rest of your natural life (and some of […]

Learn More August 23, 2018

TEST RESULTS: External Validators Are Vitally Important–Except When They Aren’t

We’re looking at external validators – seals and such – in our week-long series on how to frame overhead and impact.  These validators were the second most important factors to get right, lagging only how overhead is presented (which we covered yesterday) In the DonorVoice study with the DMA Nonprofit Federation, we looked at five […]

Learn More August 22, 2018

TEST RESULTS: Donors Care About Their Impact, Not Your Overhead

A significant factor in the donor’s decision to give rests in how s/he answers the question, “how am I going to feel if I make this gift?”  So, the job of the fundraiser is to determine how those factors under an organization’s control can be most effectively presented. One major set of issues involve those […]

Learn More August 20, 2018

Beware the Mismatched Incentives Between You and Your Canvassing Firm

A few weeks ago, Kevin Schulman here ignited a firestorm by suggesting a F2F model where the canvassing vendor does some or all the financing for this new donor acquisition.  There were some well-thought-out concerns about the history of financing acquisition and about the viability in today’s marketing. Regardless of on which side of that […]

Learn More July 12, 2018

Pairing metrics for fun and (non)profit

On Tuesday, I talked about how Simpson’s paradox means you shouldn’t use just overall retention as a metric.  Rather, you want to pair it with subgroup metrics so someone doesn’t achieve their retention goals by cutting off acquisition. I’ll generalize from that.  As Newton would have said if he were a direct marketer, each metric […]

Learn More June 22, 2018

What the Simpsons Can Teach Us About Retention Rate

You’ve just made a wise decision: you are investing more in both donor-focused retention efforts and new ways to bring in the right donors for your program.  Surely, your file will grow and your retention rate will increase. But when you look at the stats a year later, your file has grown.  But your retention […]

Learn More June 19, 2018

Letting Go of Donors

A couple weeks ago, I argued you haven’t truly acquired a donor until you get permission, information, or a second gift.  Now let’s talk about the other end of the spectrum – when does your relationship with a donor end? This is an important subject for me, because most organizations of my acquaintance spend too […]

Learn More June 6, 2018

The Tragedy of the Donor Commons

“Picture a pasture open to all. It is to be expected that each herdsman will try to keep as many cattle as possible on the commons. …   the rational herdsman concludes that the only sensible course for him to pursue is to add another animal to his herd. And another; and another… But this is […]

Learn More June 5, 2018

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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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