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Board Meeting Swipe File

Back To Basics: Lifetime Value (LTV)

Tom’s rant, A Man of Infinite Patience in a World of Imposters, triggered helpful comments from fellow Agitators on what can  be done to help organizations better focus on understanding and measuring retention rates and other key metrics. Gail Perry suggested stamping out stupidity (mostly male) with basic education for boards and executive leaders on how fundraising works. Jay Love added the helpful […]

Learn More March 30, 2017

Opt In vs Opt Out: The ‘Make or Break’ Decision In The UK And EU

Here’s a question for fundraisers in the UK and the European Union:  Would you rather lose 50% or 85% of your donor base? That’s the essence of what’s at stake as fundraisers stand on the tracks staring at the fast approaching train of new regulations on donor data protection that go into effect May 2018. […]

Learn More March 24, 2017

How ‘Sustainable’ Is Your Organization?

Once upon a time, the question of the ‘sustainability’ of a nonprofit — the ability to deliver services over a long period — was largely limited to foundations and mega-donors concerned that their funds were being put to long and lasting use. In recent years, the question has migrated to the minds of more and […]

Learn More March 13, 2017

2016 Giving Trends: The Warning Signs

The Blackbaud Insitute for Philanthropic Impact has released its Fifth Annual Charitable Giving Report that you can download here. It’s an attractive, interesting read and a chance to do some benchmarking comparison with your own results. It also contains the evidence that should cause us all to continue our professional soul searching and quest to do […]

Learn More February 28, 2017

Mirror, Mirror On The Wall

Who’s the fairest of them all? Ever wonder how your organization is doing compared to other nonprofits in your community? Or how are you doing compared to other groups in your sector? Until now, you could get the answer by calling around town, checking with colleagues. Or, if interested in national trends in your sector […]

Learn More November 28, 2016

Who’s On The Fundraising Revolution ‘Purge’ List?

There’s no question that if organizations are to thrive in a future marked by fast-moving change a substantial transformation in mindset, methods and metrics is essential. Over and over The Agitator has attempted to deal with why these changes are essential. A sampling our thoughts on Mindset here. Methods here and here. And Metrics here, here […]

Learn More October 6, 2016

Summer Dream Becomes Fall Nightmare As RFP Surfaces

Somewhere out there on a beach, in a forest or on some mountain trail there’s a CFO, CEO or new VP for Development making mental notes on the agenda for the fall Board Meeting. And you can bet one of her/his suggestions will be to put out a Request for Proposal (RFP) in hopes of improving […]

Learn More September 1, 2016

Starting Over #10: Understand Money

As part of the Agitator’s Barriers to Growth series I noted that the shortage of investment funds for fundraising is often perceived as a major hurdle. And indeed it is. At least in the minds of far too many boards, CEOs and fundraisers. There’s an all-to-common mindset that fails to understand the importance of investment. […]

Learn More August 24, 2016

What Does Your CEO Need To Know?

Roger’s keen to deliver a message to nonprofit CEOs (and Boards). More than a ‘message’ actually. He basically wants to ‘water board’ them until they confess to total ignorance of and disregard of fundraising. Then, once they confess, put them on the path to redemption via education. So it seems to me one of the first […]

Learn More August 11, 2016

World’s Worst CEO And Board Member

Yesterday I turned 75. A great age for a tree. After mowing the lawn, weeding the garden,  and handling the congratulatory phone calls from my ungrateful heirs I did give a tiny bit of thought to the past. And a lot of thought to the future. My principal Diamond Jubilee Insight is this: Our sector […]

Learn More August 10, 2016

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Ask A Behavioral Scientist

    Behavioral Science Q & A

    Q: As a designer who works with non-profits on fundraising strategy, I see the language like the following: “Our supporters help empower every girl, ensuring she has the resources she needs.” I do not think the word “help” is useful–I think “Our supporters empower every girl, ensuring she has the resources she needs. ” is much more engaging. Thoughts?

    Whether “help” is more engaging or not really depends on the framing and context. The word help can sometimes weaken the perceived agency of the supporter, making their role feel secondary rather than central (your point). On the other hand, help can also signal collaboration rather than implying full ownership of the outcome, which might […]

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    Q: We started offering a donor cover option last april 1. The data to date suggests this may be dampening giving.eg. those who say yes to donor cover have a lower average gift (based on analysis of 6000+ gifts). I’m wondering if those who give lower gifts feel more guilt and therefore say yes to donor cover or if the presence of donor cover is making people adjust (lower) their gift size to accommodate the extra 3%. Would love any insights you have.

    Great question! Here’s how behavioral science can help unpack what might be happening: Pain of Paying: Even a small extra charge can make giving feel more transactional than emotional, potentially reducing generosity. Fairness Concerns: Some donors might perceive donor cover as a surcharge rather than a contribution to the cause. If they feel the charity […]

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    Q: When writing an appeal, I waffle back and forth between writing “Your gift CAN…” or “Your gift WILL…” Any studies of which of these two words is best for an appeal?

    The choice between “Your gift CAN…” and “Your gift WILL…” taps into the psychological framing of certainty vs. possibility. Currently, there is no academic research directly comparing these two framings in charitable appeals. However, I suspect no framing is universally better—the outcome likely depends on your target audience and the campaign’s goal. Here are some thoughts: Certainty Framing – […]

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    Q: Do you have any insight on whether integrating an individual giving appeal with other comms from the charity in both appearance and messaging can uplift results? Or does the actual appeal become ‘lost’ for lack of stand-out?

    Integrating an individual giving appeal with other communications from a charity can have both positive and negative effects, and the outcome largely depends on how it’s executed. Advantages of Integration Brand Consistency: Maintaining a consistent appearance and messaging across all communications can reinforce the org’s brand identity and strengthen brand recognition and trust among your […]

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    Q: Is there any research on response rate impact in direct mail when referring to a sustainer gift as ongoing or recurring (catching all frequencies) v. monthly or annual?

    I’m not aware of any in-market tests specifically comparing recurring vs. gift frequency language. I suspect the answer might not be the same with all gift frequencies, nor with all people. It sounds like a great opportunity for you to test and find out what works for your audience. Based on the literature, here’s a couple […]

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    Q: A major conservation nonprofit sends me lots of mail, many of which have on the envelope “time to renew” or “2nd notice.” I find this practice deceptive, especially as I haven’t given to said organization since 1997. It must be effective or they wouldn’t do it. But is it ethical?

    Based on what we know from existing data, those renewal notices can actually be pretty effective in getting people to donate. They tap into our psychology – creating a sense of urgency, reminding us of past support, and using personalization to make the message hit home. They’re playing on our natural tendencies to feel obligated […]

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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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