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Donor retention / loyalty / commitment

Milkshake Mistakes

Editors’ Note: The following is an excerpt from Roger’s Retention Fundraising: the new art and science of keeping your donors for life. Available here in paper or e-book versions. ——————————————————————————- Among the many great insights in Clay Shirky’s Cognitive Surplus (2010, Penguin), I came across one valuable lesson for those of us involved in fundraising, […]

Learn More December 3, 2014

Off To A Flying Start

I can think of two ways to get off to a flying start with your 2015 fundraising. The first is actually to end 2014 in spectacular style. I shouldn’t need to pump you up. You already know how big a month December will be to your annual revenue. Indeed, 10% of all U.S. donations happen […]

Learn More December 2, 2014

Thanksgiving Test

Our friend Tom Ahern’s Luggage is My Life blog contains a pithy — and seasonally themed — piece on thanking donors. It’s in the form of a test question posed by Tony Elischer, managing director over at THINK. Question: When you receive a contribution … which comes first? [  ] Bank the check [  ] […]

Learn More November 28, 2014

Fundraising Myths And Dark Legends

One of my all-time favorite fundraising copywriters is Tom Gaffny. For nearly 30 years he ran the creative shop at Epsilon and continues to post top results with his firm, Tom Gaffny Consulting. What sets Tom and other great fundraising copywriters apart from the pack is their ability to go way beyond skillfully putting words […]

Learn More November 25, 2014

On Playing Mozart To A Pig

Sometimes when The Agitator offers proven — and always free — advice and tools, but gets few takers, it feels like we’re playing Mozart to a pig. Silence and little response. As Grandma Craver used to say, “It wastes your time and annoys the pig.” Not this time. Sixty days ago we offered a free-forever […]

Learn More November 24, 2014

Start Discriminating Among Your Donors

Editors’ Note: The following is an excerpt from Roger’s Retention Fundraising: the new art and science of keeping your donors for life. Available here in paper or e-book versions. ————————————————————————- All donors are not equal. At least not when it comes to building retention and lifetime value. The sooner you identify your best donors and […]

Learn More November 19, 2014

Donor Churn: How To Stop It Before It Starts

Few organizations truly understand why donors leave, let alone know when the donor makes the decision to leave. As a result, millions are spent in the mistaken belief that donor churn (aka ‘attrition’) can be solved through navel-gazing ‘best practices’ labeled with all sorts of nonsensical terms like ‘stewardship’, ‘engagement or loyalty touchpoints’, ‘ask/no ask’. […]

Learn More November 11, 2014

How You Should Really Be Thinking About Acquisition Costs

Editor’s Note: The e-Book version of Retention Fundraising: the new art and science of keeping your donors for life is now available. You can click here to order either the e-Book or print versions. Part 5 of the book is titled “Do The Math” and the chapters in this section deal with key metrics, ranging […]

Learn More November 4, 2014

Re-engaging Lapsed Customers/Donors

Everybody in marketing — whether they’re selling cars, cell phones or causes/charities — has the same problem … keeping their current customers engaged. In the commercial world, marketers use all sorts of personal and individual behavior (or inactivity) data to trigger relevant customer contacts aimed at repeat sales or ‘softer’ relationship building. Here’s a ‘tip […]

Learn More November 3, 2014

I’m Sick

For 7-8 years around the turn of the century I was a partner in a company that specialized in ‘relationship marketing’, about the time that term was being invented. Frederick Reichheld’s The Loyalty Effect was our bible of the day. We made a nice bundle of cash telling major consumer-facing corporations that they could make […]

Learn More October 27, 2014

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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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