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Board Meeting Swipe File

The Board Meeting Swipe File: Fundraising Costs and Investment

‘Tis the season of board meetings and budget reviews for those organizations with fiscal years beginning in July. So, there’s no better time to offer up this Agitator Board Meeting Swipe File on Fundraising Costs and Investment in Fundraising. Here’s a brief compilation of resources and advice that may come in handy as you explain […]

Learn More June 21, 2017

A REALLY BIG Deal!

Frankly, we’re gobsmacked. Astounded, awestruck and absolutely thrilled by a massive undertaking by UK fundraisers and other leaders in the voluntary sector that should attract the serious attention and participation of all of us — on every continent. Today the Commission on the Donor Experience  released its overview of recommended changes to transform fundraising from […]

Learn More June 19, 2017

Is Your Nonprofit Sustainable?

June is the last month of the fiscal year for many nonprofits, when supposedly the deep questions are being asked. Are we on the right track, programmatically and financially? Do we have enough Facebook ‘Likes’? Bloomerang recently surveyed 600 North American nonprofits to gauge their sustainability. Some questions dealt with management practices; some with board […]

Learn More June 7, 2017

Spotlight On Sustainers: Part 2

Today we focus on research-based best practices — not anecdotes and tribal wisdom — of what produces significant results in launching and growing sustainer programs. Yesterday, in Part 1 of the Blackbaud Institute’s Sustainers in Focus, the spotlight was on the financial pros, cons and myths surrounding monthly giving programs. Having shown the undeniable value of […]

Learn More May 18, 2017

“I Asked A Simple Question Online This Week”

“I Asked a Simple Question Online” wrote Tom Ahern earlier this week. Here’s the question the master donor communicator asked: . “Which charity is doing the most for Syrian refugees?” The answers were anything but simple. Here’s what he found out and he’s given The Agitator permission to reprint the whole sorry story verbatim from his […]

Learn More May 16, 2017

Making The Most Of Your Agitator Subscription

Many Agitator have been with us for our entire 10 year history. Many others are recent subscribers, and there are lots of folks in between. AND … some readers haven’t yet subscribed. You can remedy that egregious oversight right here. Regardless of the length of time you’ve been reading The Agitator we want to make sure […]

Learn More May 4, 2017

Volunteers: A Major But Oft-Overlooked Resource

Tom and I began working together 46 years ago at Common Cause, founded by the remarkable, accomplished and extraordinarily prescient John Gardner. Among the values Gardner instilled in both of us was the value of volunteerism and the importance of respect and proper management and accountability for each volunteer who worked at Common Cause. His […]

Learn More April 26, 2017

A Great Old-Fashioned Major Gift Tool

I love the digital age and all it offers fundraisers today — and what it will increasingly offer in the future. I’m also aware that too many folks avoid undertaking basic fundraising tasks in hopes that some ‘magic app’ will appear that can deliver instant results inexpensively with the click of a mouse. Not gonna […]

Learn More April 11, 2017

Herbicide For Donors

The gardening catalogs, those heralds of Spring, are piling up on my desk. I’m way behind in ordering. Part of the reason the delay is that for many organizations where I volunteer, it’s budget time. And paying attention and advising them on their budget priorities is far more important than ordering the latest hybrid tea […]

Learn More April 3, 2017

If You Must Deal With The Boss And Board

I guess I just started out in a grumpy mood this week, on Monday implying that for most fundraisers, hanging on to their donors was too demanding, beyond their ability. Roger on Tuesday tried to find some good news in a Bloomerang study indicating that somewhat more nonprofits were monitoring their retention rates these days, an ‘accomplishment’ […]

Learn More March 31, 2017

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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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    The Agitator Tool Box

    Ideas, applications, tools, processes, and case studies of break-through solutions in fundraising, including:



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