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Behavioral Science Posts

The Great Telemarketing Comeback

In yesterday’s post, The Great Fundraising Comeback, I opined that in order to meet the future “we will need to start over”.  I don’t mean begin from scratch—much of our knowledge and experience will prove durable and improvable– but I do mean we’ll be forced to look at first principles which means challenging virtually every […]

Learn More September 9, 2020

Are You Fundraising With a Sledgehammer While Looking Out the Rearview Mirror?

What do you know about your donors?  Not generalities but specifics about your donors and why they support your cause? One generality common across most groups is that “our donors are older”.   The precondition here is that younger people are less likely to stick around (and/or give in first place) than older people. If your […]

Learn More September 2, 2020

How to Move Your Donor Comms Plan From “More” to “Better” in 4 Steps

Imagine, instead of GDPR or opt-in requirements or any of the byzantine rules you may have on who to communicate to and when, the new rule was this: You aren’t allowed to communicate without knowing something meaningful about the person you were writing to? ‘Meaningful’ doesn’t mean a description of what they are, e.g. age, […]

Learn More August 17, 2020

The “Intention to Give” Giving Gap

There is an entire field of study, decades old, focused on the relationship between intention to do something and doing it – intended behavior vs. actual behavior. This is far more involved and practical than the too simplistic and quite misleading adage that  ‘people don’t do what they say’.  In fact, the intention to do […]

Learn More August 3, 2020

Donor Acquisition in the Pandemic

In the midst of the economic uncertainty around the pandemic my guess is there will more than the usual furor over “high costs of fundraising” and spending money on acquisition on the part of boards, CFOs and CEOs.  One thing won’t change: the discussion and debate will stem mostly from ignorance Ignorance about what “acquisition” […]

Learn More July 22, 2020

Great Monthly Giving Is In The Details

In the midst of all our ranting, pontificating and advice-giving it’s easy to overlook the fundamental importance of paying attention to details.  “So mundane” …” So below my pay grade” …” So what?” Everyone reading this knows down deep that indeed details do matter. And, if we’re going to succeed we have to make the […]

Learn More July 8, 2020

Pandemic Accelerant

The most frequent topic at Agitator editorial meetings in recent weeks has centered on the question “What does this pandemic mean for the future of fundraising?” More specifically, what should we be doing to help organizations prepare for what all of us here believe will be a long, slow, multi-year recovery that could have us […]

Learn More June 17, 2020

Donor Preservation in the Pandemic

Each morning I start my coronavirus stay-at-home routine by making a list of the 10 things I’m grateful for that day. One of the items on today’s list: I’m grateful that I’m on the back nine holes of life. Although older age has its downsides when it comes to combatting Covid-19, it sure has benefits […]

Learn More April 20, 2020

Fundraising Data- Part 2: The Need for Processing Speed

The Agitator has many helpful posts about how to effectively onboard donors, what to learn from them, how to thank donors, and what that post-acquisition journey should look like. BUT…all this good advice is for naught if you don’t have fast or timely data systems. Effective thank you’s, effective donor journeys, and effective retention all hinge […]

Learn More March 11, 2020

8 Key Steps for Turning Data into Fundraising Information

Editor’s Note: More and more organizations are using a variety of software applications to meet their fundraising and activist needs.  Perhaps a CRM for the main database of record, then a digital application for advocacy, another for social media, an additional one for major gifts and yet another for events.   All too often this mashup of  software […]

Learn More March 9, 2020

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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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