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Communications

Monthly Giving Part 3- The Great Recordkeeping and Payment Processing Barrier

There’s no question that solid recordkeeping and donor processing systems form an essential foundation for successful monthly giving programs. And, given today’s ready availability of off-the-shelf CRM software and flexible payment processors much-feared complexity of managing monthly giving programs is no longer a valid excuse for jumping in. Before I get to some of options […]

Learn More September 1, 2017

Monthly Giving Part 2- Setting Goals and Getting Started

My intention in this series is not to provide a detailed “how to” for building a monthly giving program.  Rather, the goal is to point you to resources I believe will prove of help and value. Here goes. Setting Goals.  When it comes to setting goals for a start-up monthly giving program keep it simple. […]

Learn More August 31, 2017

Monthly Giving Part 1–Why Bother?

Editors’ Note:  This is the first in a three-part — and hopefully practical — series aimed at encouraging small, large and mid-size organizations to pay serious attention to the benefits of building a monthly giving or sustainer program. We’ll deal with the question of ‘why’ monthly giving?  Highlight some practical resources on getting started and setting goals […]

Learn More August 30, 2017

Getting To Know Me

Yesterday, Roger wrote about the most fundamental and elementary step in communicating and building relationships with donors. That step: stop sending stuff to people who are dead or missing! If you didn’t read it, his post was about cleaning your lists … pretty basic (and he offers a great tool for doing the job). But […]

Learn More August 29, 2017

If I’m Dead Why Are You Writing To Me?

When was the last time you cleaned your mailing list? Maybe now — during the end of summer lull — is a good time. Once September arrives, we all know what the fundraising tsunami rushing toward year-end will be like. Too late to fix things then. Thus, this reminder that Agitator readers can update/clean their files […]

Learn More August 28, 2017

More On Millennials: 6 Ways To Entice Them.

Here’s a follow-up to Tom’s report on the reprieve apparently granted to direct mail by Millennials. The Nonprofit Times in a piece titled 6 Ways to Entice Millennial Donors lists six fundamental steps for attracting Millennial supporters. The report is based on a presentation — “The Donors of Tomorrow: Effective Ways to Engage Young Audiences” — delivered […]

Learn More August 24, 2017

How Far Away Are Your Donors?

As one of my avocations, I publish a magazine in a small market with about 160,000 residents. It’s too fancy a publication for too small an audience in a world that’s going digital, so I lose some money. But I’d probably lose as much if I were addicted to golf or bought a boat, so […]

Learn More August 15, 2017

Is There No End To Stupid?

It’s no secret that in the not-too-distant future, organizations in the UK and the European Union could lose access to between 50% and 85% of their donors if they don’t get some form of permission — from those donors — to send communications. The Agitator has written about this here … offered a free download […]

Learn More August 14, 2017

Are You Quarantining Your Major Donors?

“You’ll never get milk from a cow by sending it a letter.” That’s what my fundraising buddies told me 47 years ago when I left university major gift fundraising to help launch a new, direct mail-driven nonprofit called Common Cause. Sadly, too many development directors, major gift officers and CEOs still feel the same way. It’s […]

Learn More August 9, 2017

Fundraising In Alice’s Restaurant

OK Kids — especially the young (under 50) and those blessedly old — I’m gonna take you on a trip down Memory Lane in hopes of dealing with Tom’s question Who’s a Poor Fundraiser to Believe? If you have the usual internet-gnat attention span, please move on now.  This is gonna take a few minutes. […]

Learn More August 2, 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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