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Fundraisers Adjust 2009 Strategies

Yesterday we reported the quantitative results from The Agitator’s Mid-Year Fundraising Assessment survey. Those responses indicated relative calm at this stage of the fundraising year. As Tom summarized: “Being an optimist, I would characterize the results as saying that seven-in-ten fundraisers believe their programs are holding their ground or improving.” As another optimist commented: “Good […]

Learn More July 23, 2009

Fundraisers Divided On 2009

The verdict is in from Agitator readers … 2009 fundraising for the first half of 2009 is, well, so-so! First of all, thanks to the 130 readers (81% from nonprofits, 19% consultants/agencies) who completed our mid-year assessment survey. Here’s the topline of how you are viewing 2009 to date: 1. Has your program performed better […]

Learn More July 22, 2009

How To Measure Loyalty

In this mini-debate from DMNews, three approaches to measuring loyalty are advanced: 1. Lifetime value — the person who buys (donates) the most over the longest period. 2. Share of wallet — the person who devotes the largest percentage of their spend (or donations) in your category to your product/brand (or nonprofit). 3. Referrals — […]

Learn More July 21, 2009

Does Your Nonprofit Make Friends?

Last week, I raised the question of whether your donors relate to your organization as "friends" or merely "acquaintances?" The hypothesis being that donor loyalty requires building a "friend" relationship. I suggested a simple first step, like including photos of the signers of your letters and emails. So far, no one has dumped on the […]

Learn More June 15, 2009

Friend, Or Mere Acquaintance?

Our sister firm DonorTrends has just been in the field with a survey on donor loyalty for a major national nonprofit. This group has been around a few decades, long enough to develop some considerable brand awareness and loyalty. Here’s an interesting finding: Respondents are three times more likely (60% to 22%) to think of […]

Learn More June 10, 2009

The Payoff From Inspiring Donors

Yesterday, in light of declining donor retention rates, we raised the question of whether nonprofits were doing an adequate job of inspiring their donors. Here’s a response from Jay Love, CEO of software solutions provider eTapestry. His firm is participating in the Fundraising Effectiveness Project, an initiative sponsored by the Urban Institute, Association of Fundraising […]

Learn More June 5, 2009

How To Inspire

Terry Barber, "chief inspirator" at Grizzard Communications, recently offered some critical advice in Forbes.com to business readers. His article was called Your Business Can inspire People the Way Nonprofits Do. It’s not often you see consultants telling businesses to model themselves after nonprofits. In this case, he’s dead right. Here are the four key nonprofit […]

Learn More June 4, 2009

Most Important Rule in Marketing?

My vote goes to Pareto’s 80/20 rule — 80% of the value or activity tends to come from 20% (or less) of customers, or whatever the active universe. The rule is confirmed in marketing scenario after scenario, including fundraising. Most recently, a Harvard Business Review study, reported here in Business Insider, finds that 90% of […]

Learn More June 3, 2009

Who Gets The Most Loyalty?

This week, a brand you’ve all heard of — and probably enjoyed — announced it was beginning its first ever loyalty program. Here are some quotes from the brand’s spokesman, Mike Giresi, as reported in DM News. Try to guess the brand. "We’ve been talking about this for quite some time." "Creating a loyalty program […]

Learn More May 28, 2009

Donor Superstars Now Available

Our latest white paper on donor loyalty, Donor Superstars: Working with Your Missionaries, is now available. Based in part upon our DonorTrends survey research, Donor Superstars looks at two very special groups of donors — Recruiters and Loyalists. Recruiters are the donors who actively recommend your mission or cause to others. Loyalists are the donors […]

Learn More May 26, 2009

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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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