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Behavioral Science Posts

The “Intention to Give” Giving Gap

There is an entire field of study, decades old, focused on the relationship between intention to do something and doing it – intended behavior vs. actual behavior. This is far more involved and practical than the too simplistic and quite misleading adage that  ‘people don’t do what they say’.  In fact, the intention to do […]

Learn More August 3, 2020

What Impact Messaging Works Best? The Goldilocks Finding

One of humanity’s basic psychological needs is a sense of competence or efficacy. Putting time in on something, feeling like you suck at it and are getting no better,  and then receiving no feedback or negative feedback undermines your motivation to keep doing it. This includes charitable giving. The donor’s sense of competence and efficacy […]

Learn More July 27, 2020

Is the Donor Missing From Your Giving Equation…And Your Fundraising?

Stick with this post.  By the end –following a somewhat wonky start –you’ll feel more control over your fundraising and relatedness to your donors. This is what the vast majority of giving formulas, albeit never expressed, look like: Giving = solicitation + random error (difference between your budgeted number and reality) (Remember algebra?  Don’t stop reading; […]

Learn More July 20, 2020

Want Your Ad to Go Viral?

Go catch lightning a bottle.  Maybe not.  Maybe it isn’t random.  But what it certainly isn’t is “brilliant” or “emotional” ads.  The characteristics of the ad do matter but there is a lot of interplay with characteristics of the viewers. In short, part ad, part people.  And, one can argue, as we will, that the […]

Learn More July 13, 2020

Identity and Need Satisfaction (should) go hand in hand

I’m a Canadian. A behavioral scientist. A fan of the Pittsburgh Penguins. A husband. The son of a parent afflicted with cancer. These are some examples of the identities I hold. Identities refer to important social roles, relationships, attitudes, and passions that people use to describe themselves. Everyone has various identities that are more or […]

Learn More July 6, 2020

The Theory of Giving : A Fundraiser’s North Star

Since last Wednesday’s post announcing the 2020 Pilot Study to determine how drivers of giving – Identity, Personality, Quality of Motivation, Commitment and Satisfaction –impact giving and how you put this information to practical use Agitator readers have expressed significant interest and participation. To briefly recap, you’ll recall that this DonorVoice research project—global in scope—aims […]

Learn More June 22, 2020

Pandemic Accelerant

The most frequent topic at Agitator editorial meetings in recent weeks has centered on the question “What does this pandemic mean for the future of fundraising?” More specifically, what should we be doing to help organizations prepare for what all of us here believe will be a long, slow, multi-year recovery that could have us […]

Learn More June 17, 2020

It’s Way Past Time to Raise the Donor-Centric Bar

Why is the norm in which most nonprofits operate based on a premise nobody believes:  every donor is the same. Yet, this false premise often serves as the very cornerstone of our work.  For example, we run A/B tests with the ‘gold’ standard being met when the test and control group audiences are the same […]

Learn More June 3, 2020

An Old New Way of Fundraising

(a.k.a. the redemption of telephone fundraising) Now that Covid-19’s forced us all out of face-face fundraising there’s been a rush to pick up the phone again. It makes sense; the similarities between face-to-face channels and voice-to-voice vastly outweigh the differences. If you can’t talk about why your mission matters on the street, in the mall […]

Learn More May 1, 2020

A Closer Look at the Big Five and Personalized Persuasion

My last post introduced the “Big Five” or “Five-Factor” model of personality traits and offered a glimpse of the way personality insights can be useful for donor segmentation and campaign messaging. We’re sticking with these topics in this post but going a little deeper. A Brief History of the Big Five I want to first […]

Learn More March 18, 2020

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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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