Board Meeting Swipe File

What Your Board Should Learn from Starbucks

There’s no question in my mind that a great deal of the furor over the ‘high cost of fundraising’ on the part boards, CEOs, watchdog groups, the press, regulators and many fundraisers themselves stems mostly from ignorance. Ignorance about what “acquisition” is, how it should be measured, and when or whether its costs should be […]

Learn More May 1, 2018

#MeToo Moment for Fundraisers

“I had a meeting with the chair of trustees. The meeting did not go well. As we were walking away from the meeting, he put his arm around me and squeezed me to him whilst saying “this would all be so much easier if you were just friendlier, Jane.” “He went to kiss me but […]

Learn More April 16, 2018

Donor-Centric or Faux Donor-Centric? Check the Plumbing.

When it comes to donor-centricity/obsession/love/devotion/passion I fear many fundraisers talk a good game while ignoring the fundamental and routine practices that should exist in any organization that truly cares about its donors. Tom’s and my mentor John Gardner, in his book Excellence defined the issue perfectly: “An excellent plumber is infinitely more admirable than an […]

Learn More March 6, 2018

The Cradle of Relationship Fundraising

“Fundraisers always prosper when they focus less on the money that people send in and more on the people who are sending it. As a fundraiser, you’ll get better at your job and get more out of life when you deliver what your donors want rather than chasing after what […]

Learn More January 23, 2018

Time To Go To Jail?

It’s been years since I was tear-gassed, arrested and tossed in jail for something worth fighting for. And the same holds for the leaders of most causes I support. Is that a sign that most nonprofits have become too much a part of the establishment, too much a part of the problem? In short, is it […]

Learn More November 27, 2017

Are You an ATM or a Fundraiser?

We don’t pay nearly enough attention to the issue of disrespect and the horrible price our sector pays for ignoring it or shrugging it off with a “well, that’s the way it is.” Disrespect runs rampant in the nonprofit world. We see it every day, reflected in the actions and attitudes of nonprofit boards, CEOs […]

Learn More October 6, 2017

A Second Chance for Fundraisers

Relationship Fundraising is like teenage sex: Everyone talks about it, nobody really knows how to do it, everyone thinks everyone else is doing it, so everyone claims they are doing it too. Although I’m paraphrasing behavioral economist Dan Ariely’s take on “Big Data” the same insight applies to the much-touted, little-practiced concept of relationship fundraising. It’s […]

Learn More September 13, 2017

A Higher Calling

The other day Tom posed the question, Are You a Fundraising Professional?, and answered it by concluding that “If you see your role as facilitating a positive donor experience, then yes, you are.” The morning Tom’s post ran I received news that Jay Love, the co-founder and CEO of Bloomerang, the donor management software firm, is […]

Learn More July 21, 2017

Summer Doldrums Threat #1: Branding

Sooner or later someone in your organization, totally devoid of fundraising knowledge (likely a board member or the spouse of one), is going to come back from their summer break with a ‘brilliant idea’. In fact, over many summers, many ‘brilliant’ ideas have crossed The Agitator’s desks. So, we’ve gone back through the archives and will share some of […]

Learn More July 20, 2017

“We’re Not Like This … Are We?”

Innovation and progress come not from working harder, but by working smarter and taking an axe to the time wasters and the trivial. Most of all, stop focusing on the trivial. If I had a nickel for every hour I’ve witnessed trivial debates over orange vs. blue envelopes, or closed-face vs. window envelopes, I could […]

Learn More July 17, 2017

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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