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Breaking Out of the Status Quo

The Oldest Profession in Fundraising

As our Canadian readers recover from yesterday’s celebration of their 151st Canada Day and American readers prepare for Wednesday’s 242ndcelebration of Independence Day we thought it appropriate to devote this week to reexamining some fundraising fundamentals that may—or may not—be in need of major change or at least updating. Consequently, tomorrow Nick will explore the […]

Learn More July 2, 2018

Pairing metrics for fun and (non)profit

On Tuesday, I talked about how Simpson’s paradox means you shouldn’t use just overall retention as a metric.  Rather, you want to pair it with subgroup metrics so someone doesn’t achieve their retention goals by cutting off acquisition. I’ll generalize from that.  As Newton would have said if he were a direct marketer, each metric […]

Learn More June 22, 2018

Donor Communications Control

We gave you Shakespeare. We gave you the Beatles. And in the fundraising world, we gave you Ken Burnett. So, it is with pride that us Brits claim our island as the birthplace of relationship fundraising. But it’s been a miserable few years for us British fundraisers. We’ve been beaten up in the media and […]

Learn More June 8, 2018

Letting Go of Donors

A couple weeks ago, I argued you haven’t truly acquired a donor until you get permission, information, or a second gift.  Now let’s talk about the other end of the spectrum – when does your relationship with a donor end? This is an important subject for me, because most organizations of my acquaintance spend too […]

Learn More June 6, 2018

The Tragedy of the Donor Commons

“Picture a pasture open to all. It is to be expected that each herdsman will try to keep as many cattle as possible on the commons. …   the rational herdsman concludes that the only sensible course for him to pursue is to add another animal to his herd. And another; and another… But this is […]

Learn More June 5, 2018

Consent Dies in Your Inbox. But There’s Hope.

Let me guess. This month, your inbox looks more or less like mine below. Your turn to guess. How many of these did I give my consent to? How many did I read or even open? My work relates closely to GDPR. Yet I didn’t bother with any of these. As a sector we’ve been […]

Learn More May 25, 2018

Agitator Cliff Notes: “The Why Axis”

Next up is The Why Axis, by Uri Gneezy and John List, two of the community of economists who work on charitable giving. Roger had already covered one item I had noted back in 2013: that 1:1 matches work just as well as 2:1 or 3:1 matches.  And I talked about how people give more […]

Learn More May 23, 2018

Breaking Down Your Acquisition Silos

You can spend money on anything. That’s why it’s called money. Economists call this fungibility, which has nothing to do with mushrooms.  It has everything to do with how a dollar can be used for rent or food or entertainment or whatever. In our minds, though, we hate fungibility.  People have sophisticated mental jars of […]

Learn More May 3, 2018

Direct Mail is not Yet Dead

We’ve had some fun this week, talking about blockchains and voice-recognition systems and such.  None of this matters if you can’t block and tackle with mail. That’s right, mail isn’t dead.  And I know you know it isn’t dead.  But from some recent discussions with Agitator Nation members, not all our bosses and board members […]

Learn More April 13, 2018

Segmenting “Cost To Acquire” Using Identity

A couple months ago, I argued that cost to acquire (CTA) was one of only two metrics that matter in a deep, comprehensive way. (The other one, for those who like spoilers, was donor lifetime value.) And yet, CTA can lie.  If one acquisition mail package has a response rate of 1.1% and an average […]

Learn More March 22, 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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