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Board Meeting Swipe File

BRANDING: Who Polices the Brand Police?

If you missed Roger’s Friday post on brand, a recent study on brand found that fundraising spending has 87 times the impact on income as brand spend and the best organizations had brand as the servant to fundraising instead of vice versa. It’s not all bad news for brand folks, though.  There are two areas […]

Learn More July 29, 2019

Scarcity Is The New Cool

Last week Jeff Brooks, in his post How scarcity focuses your donors on your fundraising , noted the power of using “scarcity” in fundraising.  He cites the “scarcity” that exists in matching gift funds where there’s only a certain amount of money available and only a finite amount of time to meet the match There’s […]

Learn More July 24, 2019

The Real Limited Resource

The real limited resource isn’t money.  Sure, budgets are tight for most.  But if you found a magic box where you put one dollar in and got two dollars out immediately, I’ll wager phrases like “hiring freeze,” “unbudgeted expense,” and “budgeting cycle” would be thrown out the window pretty quickly. (Also, you’d have to decide […]

Learn More July 12, 2019

Are Smaller Organizations Missing Out on The Direct Mail Advantage?

I’m getting more curious and more concerned about why so many nonprofits sector so neglect the “basics.” Simple things like updating addresses. Identifying deceased donors. Or promptly sending a prompt and truly heartfelt “thank you”—on paper… in an envelope… with a stamp. “Basics” that are considered mundane but left unattended damage every organization. Many caring […]

Learn More July 10, 2019

F-2-F Part 3: Missed Opportunity and the F-2-F Paradox

Given the unique opportunity to capture information directly from the donor that is essential for assuring higher retention and donor value, it is ironic that most F2F operations simply ignore this bonanza. In fact, it’s more than ironic.  It’s downright wasteful and irresponsible. I call it the “The F2F Paradox”. … On the one hand, the […]

Learn More June 28, 2019

F-2-F Part 2: Avoiding the Sins of the Past

A common and dangerous misperception of F2F is that it’s seen as a powerful acquisition channel for securing monthly donors.   As a result, most current F2F programs—just like their direct mail forebears– focus on acquisition volume while ignoring any serious attention to retention. And, just as in the case of direct mail, F2F will face […]

Learn More June 26, 2019

Is F-2-F Acquisition a Sustainer Oasis or a Mirage?

Face-to-Face fundraising in the United States holds great promise if for no other reason than it isn’t a grossly oversaturated channel and we’re a big, populous country. This likely explains the Paul Revere feeling some have as the Brits (and Canadians and Australians) “invade” to setup shop on U.S. shores.  Why?  Because in those countries […]

Learn More June 24, 2019

Thanks But No Thanks: Part 2

Thanks to everyone involved in the robust discussion here and on social media about the study of thank you calling on subsequent giving Kiki and Roger discussed Monday.  In particular, discussion from Penelope Burk and other minds in fundraising have centered on who calls, when they call, and what is said. I’ll have a brief […]

Learn More June 19, 2019

Become a Cyborg: Increase Your Fundraising Productivity

There’s a vision of AI (Artificial Intelligence) I (jokingly) referenced a few weeks ago: that it is coming to take our jobs and, in extreme Skynet scenarios, our lives. But a more realistic, and optimistic, scenario for the long-term is that we will all be enhanced by technology.  Computers are very good at repetitive tasks […]

Learn More June 3, 2019

The $110 Billion Treasure Trove For Nonprofits

Take a football field.  Cover it to a depth of nine inches (actually, about 9.14 inches, if my math is correct) with $100 bills. That’s $110 billion.  That’s how much money is held in donor-advised funds (DAFs) in the United States right now.  These funds are earmarked to go to a charity like yours.  And the […]

Learn More May 30, 2019

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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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