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Blog Post

The massive (but fixable) problems with direct mail testing

See if this sounds at like your organization: The direct mail test ideas that actually make it into the mail stream are almost all incremental and rarely (mostly never) beat the control.  You spend enormous amounts of time and money coming up with test ideas, producing them and managing the logistics, only to have the […]

Learn More October 27, 2011

How (Dis) Loyal Donors Process Direct Mail from You and Your Competitors

Let’s first get a definitional piece addressed up front.  We define loyalty based on how Committed Donors are to a brand.  This is attitudinal loyalty, derived by what they think and feel about an organization and we have proven its link to donor behavior. A behavior based view of loyalty is often spurious.  Using both, […]

Learn More October 26, 2011

Donor Behavior AND Donor Attitudes – How they (should) work together.

Donor Behavior vs.AND Donor Attitudes It seems the vast majority of non-profits define loyalty based on past behavior.  And like the financial, Cover Your Ass (CYA) language in all prospectuses reminds us, past behavior is no guarantee of future performance. But neither of course is a purely attitudinal basis for segmenting and understanding your donor […]

Learn More October 24, 2011

Want to Increase Referrals & Donations? Start Listening to Donors.

We are big believers in the need for the non-profit space to catch up with its commercial brethren in soliciting and acting on donor feedback.  If we had a motto (and we don’t), it would be that non-profits need to start measuring and managing – i.e. acting on – donor attitudes with the same focus […]

Learn More October 18, 2011

Struggling with donations? To (mis) quote Carville, It is the brand, stupid.

A recent Harvard Business Review article, well written as usual, persuasive as usual, is nevertheless, an echo of likely thousands of articles and books before it.  The bold headline, “The Cure for the Non-Profit Crisis”, boils down to one central, oft-cited, oft-repeated admonition, Strategic focus is the key to success.  They use the term “coherence”, […]

Learn More October 14, 2011

1st gift to 2nd gift chasm – Why it exists and how to fix it.

Why is there such a precipitous fall-off between first and second gift, all but guaranteeing a negative rate of return on some 60% of first time donors?  There are a lot of answers to this question, many having to do with specific cultivation approaches and warnings to follow or not follow at one’s peril. And […]

Learn More October 11, 2011

Why are Major Gift Donors More Committed to Your Cause? Their Social Status, in part.

There is an interesting study, summary published here, that finds those high in social status are naturally more trusting of others.  Those high in social status also tend to be more affluent, be in a higher socioeconomic status and in general, be the types of donors you target for major giving. They may also be, […]

Learn More October 5, 2011

Chief Customer Officer in a Non-Profit? In a word, YES.

Jeanne Bliss, a customer relationship guru and author, has a great blog post arguing for the need for Chief Customer Officers.  Now the customer term means she is orienting her argument and focus on the commercial sector but before you dismiss it out of hand, take a look at these key questions she poses and […]

Learn More September 30, 2011

The Message Matters – A Lot, How to Link NonProfit Messaging to Bottom Line?

Do the specific messages used by a non-profit matter to retaining donors? Do the messages matter for getting the 2nd gift? How much do they matter? Which messages matter more or less and which ones not at all? The first two questions are admittedly rhetorical. Given the importance of the message knowing the answer to […]

Learn More September 28, 2011

Timeliness of Thank You’s or Personalization? If forced to choose, which should you definitely DO?

This post will almost certainly incite derision and maybe a few nods of agreement, probably means there is something here? In our recently released Donor Commitment Study (available for FREE download in the Resource section on this page) among 1200 recent, frequent, cause donors in the US we found an empirical, math based answer to […]

Learn More September 26, 2011

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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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