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Behavioral Science Posts

How Donors Choose Among Nonprofits: The Role of Identity

There’s an old joke at the right that often feels like nonprofit marketing. While we do and should have ambitions of expanding the charitable giving pie, we also want to secure our own organization’s piece of said pie. One of the points Kevin made yesterday is that organizations are differentiating themselves by creating donor journeys […]

Learn More March 21, 2018

Low Risk Approach to High Reward Discovery

Yesterday Roger outlined the failings of alleged-segmentation systems that aren’t customized to your organization. Today, I’d like to suggest a proven, low-risk approach to dramatic improvement through better segmentation. It’s hard to get away from the significant advantages that come with being a mature nonprofit brand: you can get very good at delivery, incremental efficiency, […]

Learn More March 20, 2018

What Ask String Works Best?

The life of a direct response fundraiser is filled with so many questions – far more questions than answers. Take the question, “How much should we ask for?” Usually the question is answered with the conventional application of a formula based on previous giving.  For example, 1.0X, 1.5X, 2.0X highest previous gift –or some variation […]

Learn More March 13, 2018

The Complexity of Simplicity

The universe tends toward entropy, toward ever-increasing complexity.  But you and I don’t need to be unindicted co-conspirators.  We can fight for simple. Fighting for simple isn’t simple.  Complexity is a tricky bastard.  He will plead “it’s just one more” for every field in a form, every message in a communication, every step in a […]

Learn More March 1, 2018

Avoid the Cringe-Inducing Moment of Calling a Deceased Donor

Today we’re adding TrueDeceased  to The Agitator Toolbox. This easy-to-use tool enables you to go online and quickly—and without charge – get an overview of who on your database is deceased. When The Agitator first announced our Data Liberation Crusade and asked what low-cost data services were needed, reader Ann Kensek told us, “My Data Dream would include a database […]

Learn More February 27, 2018

Feedback Week: Channel and Volume Preferences

For those who missed yesterday’s post, we are going through the top donor comments to top nonprofits.  And you don’t get much more “top” than channel and volume comments. Almost 20% of the total substantive comments were either “don’t mail/email/phone me” or “I would like to receive less mail/fewer phone calls/fewer emails.”  For perspective, the […]

Learn More February 14, 2018

What Do You Mean When You Say “Segmentation”?

A couple of weeks ago, I stirred things up when arguing that neither demographics nor RFM analysis should be the first point of segmentation for organizations.  In the ensuing discussion, it became clear we are talking about different types and levels of segmentation worth exploring. In (approximate) order from least to most sophisticated: Full file […]

Learn More February 6, 2018

Donors Are Ticked Off by Excess, Unrequested Solicitation – Who Knew?

Why do results decline as volume goes up? At a basic level, each new communication cannibalizes results from those communications around it.  Looking at one study here, researchers found that each additional mailing generated 1.81 Euro in revenues, but that 1.21 Euros of that was cannibalized from future mailings.  Thus, only 37% of the revenues […]

Learn More February 1, 2018

The Two Fundraising Metrics That Matter Most

Tomorrow, we’ll talk about those metrics you should eliminate with extreme prejudice.  So it’s only fitting that we should talk about those metrics you’ll want to embrace and socialize in your organization – Key Performance Indicators (KPIs) . First, I should mention that DonorTrends is offering Agitator readers a free test drive of their excellent […]

Learn More January 17, 2018

TESTING: Go Beyond Individual Communications

When you want to find out if your control package could be beaten, you test a different communication against it. So how do you test if your direct marketing program could be better?  Clearly, you test a different program against it. For some this is a scary thought: it’s hard enough to deliver on one […]

Learn More January 5, 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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