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Behavioral Science Posts

Fantasyland Fundraising

Grandma Craver always advised:  “Never wake a sleeping snake to kill it.” And generally, I try to follow her advice. But, over the weekend The New York Times ran a blockbuster of a piece How Trump Consultants Exploited the Facebook Data of Millions. Behind the story is the tale of a voter profiling firm named […]

Learn More March 19, 2018

Are You Donor-Obsessed or Merely Donor-Centric?

Customer experience guru Gerry McGovern warns that even if a company is indeed “customer-centric” that may not be enough these days. “To truly be successful, you need to nurture a customer obsession culture within your organization.”, he warns. The Agitator  says, “Amen.” So, let’s kick ‘donor-centricity’ up a notch and focus on what makes for […]

Learn More March 5, 2018

A Little Hair of the Dog

You’ve heard me talking about knowing your donors’ identity or identities. One of the classic examples is cat people versus dog people: it’s simple, there are two options, and you can see how messaging would be different for each group. But it took a for-profit to give an interesting example of a next logical step […]

Learn More February 28, 2018

Peer-to-Peer Fundraisers: Don’t Run. Dash!

I mean it.  Dash right over to Amazon, click and order Dollar Dash: The Behavioral Economics of Peer-to-Peer Fundraising , a practical and powerful guide to the psychology behind P2P fundraising and the factors that drive donors and volunteers with plenty of case studies. In fact, even if you don’t give one whit about peer-to-peer […]

Learn More February 26, 2018

Advocacy Fundraising #2: Slacktivism Science

Online advocacy has a bad name.  Specifically: slacktivism (or clicktivism).  Seth Meyers put the prevailing opinion into funny words on SNL: “Look, if you make a Facebook page we will “like” it—it’s the least we can do. But it’s also the most we can do.” This frames the debate well.  Is online activism  a prelude […]

Learn More February 22, 2018

Advocacy Fundraising #1: The Advocate Identity

Editor’s Note:  This is the first of a three-part series  on Advocacy Fundraising. Part 1: the Importance of Advocate Identity. Part 2: Slactivism Science.  Separating the wheat from the chaff. Part 3:  Putting it all together.  Finding and Converting Advocates. ——————————————————————————————————————- THE ADVOCATE IDENTITY Do you recognize any of these signs? Some of your supporters will […]

Learn More February 21, 2018

Introducing TrueAppend for Fundraisers

Today we’re adding TrueAppend  to The Agitator Toolbox. This easy-to-use tool enables you to go online and quickly—and without charge – get a demographic overview of your donor database. In a matter of minutes, you’ll receive charts and graphs identifying key characteristics of your donors.  Attributes like Age, Net worth, and Income.  Lifestyle markers like marital […]

Learn More February 20, 2018

Testing Your Donor Identities

Previously on donor identity: It’s good to segment by identity But they must be the right identity/ies There must be meaningful differences among different identities And you must be able to get value by messaging them differently So, how do you know if you get value by messaging differently?  You must test. Sorry.  I wish […]

Learn More February 8, 2018

Brainstorming Donor Identities

I’ve been preaching testing donor identities as ways of segmentation your file even in my pre-Agitator days.  But here’s a secret: not all donor identities are created equal. Remember that the goal of a good segmentation – including an identity segmentation – is to minimize difference among group members and to maximize difference among different […]

Learn More February 7, 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

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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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