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Board Meeting Swipe File

Fundraising Evolution and Revolution

Let’s jump right to the pressing topic of fundraising evolution, perhaps even revolution, on this first Monday of 2016. You’ll recall that on New Year’s day Tom and I left you with the promise that we’d be devoting serious attention in 2016 to the types of changes in mindset and methods we believe are essential […]

Learn More January 4, 2016

Best Of The Agitator – 2015 – Direct Mail Still Not Dead

Over the 10 years we’ve been agitating, few topics are the subject of more debate than the all-too-familiar prognostication that direct mail is either dead or dying. We’ve never bought into that myth as you can see from this 2012 post, Direct Mail: The Exquisite Corpse. And neither have a good many of our readers. (For an […]

Learn More December 29, 2015

Canadian Squirrels, Fear and Fundraising

Tom and I each maintain a sort of electronic compost pile where ideas, press releases, reader suggestions and the memorable blog posts of others accumulate. Then, about this time of year I begin working my way through “This Year’s Pile” setting aside those items I want to carry over into the “Pile for Next Year”. […]

Learn More December 17, 2015

24 Reasons Why Board Members Won’t Ask For Money & What To Do About It

According to his  publisher Jerry Panas’ ASKING is America’s top selling fundraising book. Aimed primarily at board members the book is designed to provide helpful advice and motivation to ask for a gift while taking the fear out of the process. And, according to the publisher, all in a 59 minute read. So it figures that […]

Learn More December 10, 2015

In Search of the Silver Bullet

Over the weekend I worked on the ‘Top 10 Bad Practices’ section of a book I’m writing. Because this is the season when many groups are putting out or reviewing Requests for Proposal (RFPs), I thought I’d share some of my notes — and a special video — with you in case you’re on either […]

Learn More November 16, 2015

The Fundraising Stupidity of ‘Free’ and Cheap

It never ceases to amaze me how stupid and cheap so many nonprofit CEOs, board members and, yes, even fundraisers can be. The consequences that spring from ignorance about the importance of investing in fundraising and a zealously misplaced focus on ‘cost savings’ yield horror and frustration for staff and almost always result in calamity […]

Learn More November 6, 2015

Fundraising Bravery

Sometimes Professor Adrian Sargeant can be a real pain in the ass. We should all be grateful. This week the mild mannered, empirical-evidence-please scholar and the author of the classic Building Donor Loyalty shed his Clark Kent persona and came out swinging against proposed regulatory efforts by the UK government to gag charities. Regulatory efforts aimed […]

Learn More October 28, 2015

Preparing for Your 6 Minutes

Amidst the continuing headlines — New Shame of the Charities and Charities to ban bullying of donors — fundraising in the U.K. continues to be buffeted between media outrage and an all-to-ready willingness to cave into ‘regulation‘ in hopes it will all go away. Fortunately, some veteran voices are offering a helpful dose of perspective and calm. None more […]

Learn More September 8, 2015

17 Reasons To Fire A Board Member

Without question the greatest barrier to great fundraising is a lousy board. Of course issues like staff quality, the necessary funds for investment, proper organizational structure, etc. etc. are important. But none is more important than a board. Because at the end of the day it is the board that ultimately determines the quality and […]

Learn More August 18, 2015

American Cancer Society Flops

If bullshit were the new cure for cancer then the direct marketing staff and consultants of the American Cancer Society should win the Nobel Prize in Medicine hands down. That was pretty much the conclusion of dozens of Agitator readers who phoned, emailed and texted following their attendance at last week’s presentation at the DMANF New […]

Learn More August 10, 2015

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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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