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Behavioral Science Posts

Why Donor Opinions Could Steer You Wrong

It’s not their fault; it could be yours. On Monday, Roger talked about the multitude of sins committed in the Charity Commission report. Among them was the flawed approach of asking people why they thought what they thought. Today, I wanted to explain why it’s so difficult to get people’s opinions of their opinions.  Tomorrow, […]

Learn More July 19, 2018

Your Gift of 16 Minutes

Adrian Sargeant and his crew at the Philanthropy Centre need 16 minutes of your help. Here’s why. They’re undertaking a major study on how best to measure an organiztion’s “philanthropic orientation.”  The end product will be a simple questionnaire that you and other organizations can put to work to determine what steps they need to take […]

Learn More July 18, 2018

Finding the Pony in the Charity Commission Report

  Didja hear the one about the two kids:  one an extreme pessimist, the other an extreme optimist? The parents took the pessimist to a room full of brand-new toys, and the optimist out to a manure pile. When they checked in on the pessimist, he was crying.  He wouldn’t play with any of the […]

Learn More July 17, 2018

Just Who Benefits From Volume?

A discussion of incentives in direct marketing  wouldn’t be complete without talking about that Agitator bugaboo of communication volume. We’ve pointed out how volume has been poorly tested by those who advocate sending more and more …how organizations have found lower volume works better, and that donors hate it (twice). And… twice we emphasized that  volume isn’t […]

Learn More July 13, 2018

Beware the Mismatched Incentives Between You and Your Canvassing Firm

A few weeks ago, Kevin Schulman here ignited a firestorm by suggesting a F2F model where the canvassing vendor does some or all the financing for this new donor acquisition.  There were some well-thought-out concerns about the history of financing acquisition and about the viability in today’s marketing. Regardless of on which side of that […]

Learn More July 12, 2018

Channel Manager Incentives: A Modest Proposal

When a siloed  staff is channel-structured and channel-incentivized, the knives come out. Direct marketers who are measured against a net budget goal are loathe to give up “their donors” to major donor prospecting or try to drive them to events.  In turn, Events folks want their walkers, bikers, gala goers, etc. to keep walking, biking, […]

Learn More July 11, 2018

Be Attentive to Incentive

“Never, ever, think about something else when you should be thinking about the power of incentives.” — Charlie Munger, investor, author, philanthropist and Warren Buffet’s irreverent partner at Berhshire Hathaway. In my post on the future of “full service” agenciesI urged that we all give serious thought to re-directing the financial incentives to reward innovation, growth […]

Learn More July 9, 2018

A $400 Billion Industry Powered by Anecdote

You’d think a $400 billion industry like ours would have empirically based standards and practices readily available and accessible to all. After all, most sectors — ranging from apple growers to doctors and hospitals, and even zoos — have them. Fundraising doesn’t. What we do have is mass of accumulated tribal wisdom, often conflicting, seldom […]

Learn More July 6, 2018

The Slow, Painful and Costly Death of the “Full Service” Agency

Four years ago In Part 5 of our Barriers to Growth series I raised the question of whether the “full service” fundraising agency has outlived usefulness.  More pointedly I wondered whether in fact they’re actually a danger to the sector. Today, I’m revisiting this issue because, if anything, I’m convinced the “full service” agency is more […]

Learn More July 5, 2018

STRATEGY: What it Is. What it Isn’t.

From Make to Stick by the Heath brothers: “Herb Kelleher [the longest-serving CEO of Southwest] once told someone, “I can teach you the secret to running this airline in thirty seconds. This is it: We are THE low-cost airline. Once you understand that fact, you can make any decision about this company`s future as well […]

Learn More July 3, 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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