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Behavioral Science Posts

The Essential Importance of First-Party Data

Nick just sounded the warning bell about the inaccuracy of third-party data. I want to follow up with a more fundamental question: Even if third-party data were more accurate, why would you want it? After all, looking at the Predictably Inaccurate study from Deloitte, when data-brokers had the data wrong and even when people found out […]

Learn More September 21, 2018

Laws, Sausages, and Third-Party Data

More and more fundraisers are falling in love with Big Data.  Some use it to create “personas” in hopes of better segmenting their files.  Others employ it for wealth screening and prospect research. Whatever use you make of it every data point should move your organization at least one step closer to the donor. Yet […]

Learn More September 19, 2018

The Curious Case of Kimberly Ellinger

We have a phantom member of our family. When we moved into our first house, one of the people who sold us the house was Kimberly something-or-other.  We immediately started getting mail for Kimberly Ellinger – her first name, our last.  Our best guess is that a mailer assumed she got either married or divorced, […]

Learn More September 17, 2018

RESEARCH UPDATE: An Online Test of Donor Preferences

A couple weeks ago, we reported how donors preferred to make their preferences known.  We even featured a test from the American Diabetes Association that found that asking a donor’s priority mission area increases revenue by 11.6%. While evangelizing donor preference, I got the question “what about online?” After all, we are taught online to […]

Learn More September 5, 2018

YEAR END: War on Christmas: Donor Preference Edition

I’ll get my personal politics out of the way first: I’m a firm believer in stating the reason for the season.  I hate, because of stupid political correctness, to not be able to say things like “Merry Saturnalia,” hold my feast of Natalis Invicti and my Zarahosht No-Diso festival, or publicly display my Festivus pole. […]

Learn More August 28, 2018

Year End: Preparation Potpourri

This week’s series aims at tying content from previous Agitator posts and current research into your preparations for the year-end fundraising season. Our selection is a bit eclectic. At our weekly editorial huddle, we decided to forego the usual year-end checklists available elsewhere.  Rather we decided to cover areas that are too often overlooked. For […]

Learn More August 27, 2018

TEST RESULTS: You Raise More Money When You Listen to Donors’ Preferences

We know that, given the options, many donors would give more if they could direct where their gift went (see, for example, here and here). Yet restricted giving is a giant pain for most fundraisers.  You could end up in your finance department explaining yourself for the rest of your natural life (and some of […]

Learn More August 23, 2018

TEST RESULTS: Donors Care About Their Impact, Not Your Overhead

A significant factor in the donor’s decision to give rests in how s/he answers the question, “how am I going to feel if I make this gift?”  So, the job of the fundraiser is to determine how those factors under an organization’s control can be most effectively presented. One major set of issues involve those […]

Learn More August 20, 2018

Identity vs. Persona

  In talking about donor identities,  people will often say they’ve tried personas and they haven’t worked like they thought they would.  Therefore, they aren’t going to invest more in seeking donor identities. HOWEVER…just as with donor commitment and engagement that I covered yesterday, donor identities and personas are fundamentally different.  Personas are usually created […]

Learn More August 8, 2018

Commitment vs Engagement

At first blush the terms “donor commitment” and “donor engagement”  sound similar.  After all, is it not a truth universally acknowledged, that a loyal donor in possession of strong commitment, must also want to be engaged beyond beyond their donation? No! It is possible to be committed to an organization,  but not engaged with that […]

Learn More August 7, 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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