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Breaking Out of the Status Quo

You Probably Need A “Schultz Hour”

New York Times opinion writer David Leonhardt,  in a terrific column, has great advice for all of us. Get yourself a “Schultz Hour”. Huh? According to Leonhardt, “When George Schultz was secretary of state in the 1980’s, he liked to carve out one hour each week for quiet reflection. He sat down in his office […]

Learn More April 20, 2017

Behavioral Science & Fundraising: The Desire for Completion

From trading baseball cards, to filling a stamp album, to locating that final object for some set of collectibles, whether we realize it or not every one of us is driven by what behavioral scientists call the desire for  ‘set completion’ or ‘task completion’. Ever since age 14, when I added the 5th — and final […]

Learn More April 19, 2017

Simple Isn’t Easy

In my post on the United Airlines customer care fiasco I promised a follow-up piece on just the opposite. A great example and resulting rules on building loyalty, retention and commitment. On the very day United was dragging Dr. Dao down the aisle, Rachel Hunnybunn, Director of Client Relationships for our sister company DonorVoice in the […]

Learn More April 17, 2017

Is Your Organization Behaving Like United Airlines?

United Airlines found itself at the center of a social media cyclone, media revolt and falling stock price this week, after a horrifying video that went viral. The scene: a doctor being forcibly removed from a coach class seat on one of its planes. According to published reports, the passenger was randomly selected to be bumped because […]

Learn More April 14, 2017

My Shiny New Gadget

I’m a bit reluctant as I begin to write this post. It’s about neuroscience insights into effective advertising … based on research in India! How far could that exotica (erotica?) be from our present pre-occupation with the hard core survival issues of fundraising, like donor retention and measuring lifetime value? The recent drift of Agitator comments […]

Learn More April 4, 2017

Donor Retention: Good News And Poor Excuses

At last! I’m pleased to report that there seems to be some evidence that more and more fundraisers are paying attention to the issue of donor retention. Although we’re far from breaking out the champagne in celebration of universal recognition that holding on to donors is an essential activity, the new Bloomerang survey, The State […]

Learn More March 28, 2017

One Fundraiser’s Gift To All Of Us

Michael Rosen, author of Donor-Centered Planned Gift Marketing, and one of the most thoughtful members of our fundraising tribe, delivered a marvelous gift to my e-mail box. I want to share it with you. And I’m doing so with Michael’s blessing. In a post titled Delivering More of My Own Bad News, Michael announced that he […]

Learn More March 21, 2017

The Benefits Of Collaborative Fundraising

In Part 8 of The Agitator’s Barriers To Growth series I cited “Insufficient Collaboration” as one of the principal barriers. Of the more than 1 million nonprofits in the U.S., nearly 75% post annual revenues below $500,000. I noted that “this leaves little or no room for the ‘science’ part of fundraising like data analytics, […]

Learn More March 9, 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

Roger’s Blood Pressure

For months now, I’ve been sensing the steady rise in Roger’s blood pressure. I’ve watched two things in particular get him agitated … First, the glacier-like pace (and that’s me being charitable) with which fundraisers have responded to declining donor retention rates. And second, not unrelated, the apparent diffidence (again, I’m being charitable in my choice of […]

Learn More February 27, 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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