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Donor Centricity

Does Your Donor Service Deliver “WOW!”?

Giving Tuesday– in the midst of a pandemic– coupled with notice of the tragic death of Tony Hsieh, founder and former CEO of Zappos, the online shoe seller,  reminds me that more than ever it’s again time hammer home the importance of great Donor Service. (Of course, the first step will be to promptly and […]

Learn More December 2, 2020

Should You Put the Next Dollar on Brand Building or Direct Response?

The answer is $.60 on brand, $.40 on direct response. Why? Because, as the curve below shows, that  60:40 split produces the optimum long-term benefit. The most financially beneficial, long-term effects are about growth, defined as profit and market share, not volume growth which is often a short-term activity delivering little to no improvement in […]

Learn More September 21, 2020

Back to The Future

Marketing scholars had the chance to work with a local chapter of a national health charity.  This is their story. The local chapter in Texas had limited funds and internal capacity and despite this, or perhaps because of it, the academics were able to experiment. The academic’s situation analysis revealed the following challenges, An uninformed […]

Learn More August 21, 2020

Revenge of the Branders

In London earlier this week Adrian Sargeant and Alan Clayton publicly presented the findings of their report Brand and Great Fundraising: Help or Hindrance? Here’s a summary of the Report’s findings that The Agitator shared with its readers: Spending on a charity’s brand is most effective when it is used to support fundraising. Fundraising expenditure […]

Learn More September 13, 2019

BRANDING: What Happens After Your Rebranding?

Thanks to Agitators around the world for a great discussion on branding last week from Roger’s post and mine.  For those looking at a potential rebrand, check out how to attack it with donor focus and what the likely financial impact will be (short answer: not good). When you stack up all this evidence, your […]

Learn More August 12, 2019

BRANDING: Who Polices the Brand Police?

If you missed Roger’s Friday post on brand, a recent study on brand found that fundraising spending has 87 times the impact on income as brand spend and the best organizations had brand as the servant to fundraising instead of vice versa. It’s not all bad news for brand folks, though.  There are two areas […]

Learn More July 29, 2019

Distinguish Yourself on #GivingTuesday

If the number of “How To Get Ready for #Giving Tuesday” emails in my inbox is any barometer this year’s #GivingTuesday targets  will be buried in a blizzard of breathless matching gift offers, convulsing countdown clocks and sundry demands that only an uncaring human,  without soul or  pulse, would refuse to hit the ‘donate’ button. […]

Learn More November 19, 2018

Waffle House: The Gold Standard for Fundraisers

One of my perennial Father/Son joys involves the l road trips in my F-150 pickup with son Chris. We play lots of John Haitt’s Drive South  and even more of  Willie Nelson. We’ve been up and down the East Coast, and all across the country. Mostly these journeys    self-certify us as  Legit Waffle House Critics […]

Learn More November 16, 2018

The Warm Glow Commodity

Some English words have become their own opposites.  “Dust” can mean to add dust or remove dust (so, technically, I have dusted my office bookshelves).  “Sanction” can mean to permit or to penalize.  “Fake news” can be news that is fake or news that one wishes were fake. I mention this because “commodity” is one […]

Learn More October 11, 2018

May the Fundraising Force Be With You

Among the many skills attributed to Steve Jobs was his ability to create a “reality distortion field”—a mental force he created to persuade himself and others to believe almost anything. Colleagues from early days note it was this skill that enabled Jobs and his team to develop the original Macintosh computer and deliver the software […]

Learn More July 23, 2018

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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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