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Donor retention / loyalty / commitment

Loyalty … By Carole King

Roger is revving up the retention engine, as you saw in yesterday’s post. Today I’d like to help set the mood. In one of the best songs ever written (IMHO), timeless Carole King worries about the enduring loyalty of her lover. The next time your team gathers to talk about donors, retention and loyalty, get […]

Learn More August 21, 2013

The Rest Of The Retention Story

I’m just about finished with my book — Retention Fundraising — that will be headed to the publisher at the end of this week. But some of the key stuff in the book just shouldn’t wait. Hopefully you can put some of the research and findings to work immediately. Of course, I’ll flog the book […]

Learn More August 20, 2013

Fundraisers Are Like Farmers

“Don’t blame the economy” seems to be a popular mantra among some fundraisers lately. These optimists appear to believe that financially struggling households will continue to give just as much as they always have … they’ll just eat less, or forgo paying next month’s electric bill or health insurance premium. Somehow, lower disposable incomes will […]

Learn More August 19, 2013

Keep The Spark Alive

Via Marketing Profs, here is some loyalty advice from the commercial space. “Keep the spark alive” says this article … Brand Love for the Long Haul. I mean, if you can inspire ‘brand love’ for Brillo soap pads (100 years old this year), why not for Oxfam or the San Diego Zoo? Here are the […]

Learn More August 9, 2013

Wildly Profitable Monthly Giving

Whenever I see ‘monthly giving’ in a article title, I jump on it, because there’s no more productive way to raise funds from existing donors and I’m always trolling for advice on how to do it better. So here’s 18 Tips to Create a Wildly Profitable Monthly Giving Program, from Gail Perry at Fired Up […]

Learn More August 7, 2013

Meet With Your 27,000 Best Donors Tonight

Some days I wish I could call an emergency meeting of all Agitator readers, if for no other reason than to get your immediate reaction to one or another of our insane ideas — or at least Tom’s insane ideas. Until last week I figured that the time, cost and logistics of reaching 5,000 Agitatees […]

Learn More August 6, 2013

Donor Fatigue … Even Angels Get It

Now I’ve heard everything. Donors on Nantucket Island have given enough. They’re all tapped out. There’s hardly a free evening any more … what with all the celebrity cocktail parties to attend. So reports the Cape Cod Times, as cited by Nonprofit Quarterly. Said one beseeched, but well-heeled resident: ““We’re full of angels, but you […]

Learn More July 26, 2013

I Love You … I Love You Not …

When it comes to the recipe for lasting, committed relationships, there’s no ingredient as important as consistency. Whether it’s your best friend, your spouse, partner, favorite restaurant, toothpaste or razor blade, I’ll bet that consistency is a main thread that runs through all these relationships. Your best friend or partner didn’t get to be ‘best’ […]

Learn More July 25, 2013

The First Gift Was An Accident

How many lists have you seen giving rules you should follow to retain a donor? I hope you collect them all, because retaining a donor is the most important task in fundraising. Even more important than acquiring the donor in the first place (I hope a few readers go head-to-head with me on that proposition). […]

Learn More July 23, 2013

Focus On Fundraising Metrics That Really Matter

Yesterday I explored ‘vanity metrics’ and briefly explained why they’re not very helpful for serious decision-making. Or how, in the case of Benchmarking, they’re often ignored or mis-applied. Today, we’ll move to metrics that truly matter. By my definition an important metric – a metric that matters – is one that triggers the “What-should-I-do-differently-to-improve?” question. […]

Learn More July 12, 2013

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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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    The Agitator Tool Box

    Ideas, applications, tools, processes, and case studies of break-through solutions in fundraising, including:



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