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Breaking Out of the Status Quo

Volume: The Fundraising Assembly Line to Nowhere

Few topics yield more heat and shed less light than the debate over how frequently we should communicate with donors. Some fundraisers take the stance “mail more, make more.” Others –like The Agitator—feel the evidence is clear on the side of “mail less, make more”. Here, here, here and here. This week we’re wading back […]

Learn More January 29, 2018

Demographics: The Second-Best Way to Segment Your File

Yes, demographics are the second-best way to segment. The best way, however, is literally almost any other way. Take, for example, the experience of Todd Yellin, Netflix’s VP of Product Innovation.   Netflix has one of the great treasure troves of data out there.  What does he use?  Quote: “There’s a mountain of data that […]

Learn More January 25, 2018

Explaining Abstract Numerical Concepts–Like “Eleven”– To Your Boss

Any discussion of metrics in The Agitator must include a nod to “The Curse of Fundraising Innumeracy” about an Agitator reader who tried to keep a straight face when someone said they had a 95% retention rate.  And clearly there is a problem when otherwise smart people with big budgets don’t “do” numbers. But I’d like […]

Learn More January 22, 2018

The Behavioral Science of Fundraising Metrics

You’ve heard us talk about applying behavioral science to help nudge donors in the right direction  with topics like: Symmetrically structuring your symbolic gifts The desire to complete sets and goals What happens in your brain as you donate Using the fresh start effect Creating exceptions to mental accounting How to frame your matching gift […]

Learn More January 19, 2018

The Two Fundraising Metrics That Matter Most

Tomorrow, we’ll talk about those metrics you should eliminate with extreme prejudice.  So it’s only fitting that we should talk about those metrics you’ll want to embrace and socialize in your organization – Key Performance Indicators (KPIs) . First, I should mention that DonorTrends is offering Agitator readers a free test drive of their excellent […]

Learn More January 17, 2018

Are You Playing the Fundraising Lottery?

One of my favorite country music singer/songwriters is Brandy Clark. As we kick off this Agitator series on Fundraising Metrics  I’m going to invoke Brandy because her song Pray to Jesus reflects the approach to decision making by all too many fundraisers unfamiliar with simple metrics, simple calculations. Brandy writes: “Cause there ain’t but two […]

Learn More January 16, 2018

TESTING: Go Beyond Individual Communications

When you want to find out if your control package could be beaten, you test a different communication against it. So how do you test if your direct marketing program could be better?  Clearly, you test a different program against it. For some this is a scary thought: it’s hard enough to deliver on one […]

Learn More January 5, 2018

TESTING: When A/B Tests Attack (your results)

In yesterday’s post we talked about when A/B tests show results, but all that’s really there is noise. Today, we’ll flip that on its head: sometimes an A/B test shows no result, but there’s an important finding just below the surface. An example of this is a great study by Karlan and Wood looking at whether […]

Learn More January 4, 2018

We Know Where You Live

“You have only 6 days left to help meet our 16 for 1 matching gift challenge.  If we don’t hear from you by midnight Sunday we’re coming after you.  AND…we know where you live.” Now that the Christmas carols are fading and the wrapping paper has found it’s way to the trash bag, we can […]

Learn More December 26, 2017

Gobsmacked!

Yesterday’s gem from Mark Phillips and the folks at Bluefrog illustrates the length to which some organizations go to abuse donors.  It’s behavior like this that landed UK fundraising in such a mess.  On the flip side, one of the highlights of 2017 — a major effort intended to counter donor abuse and dig UK fundraising […]

Learn More December 19, 2017

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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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