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Donor retention / loyalty / commitment

My Favorite Fundraising Metrics

I’ve been fiddling around with a list of favorite fundraising metrics … the fewest numbers I would most like to know about my/your donors to judge my/your direct marketing fundraising performance. Or the performance of our consultants, for that matter. How about this list … 1. Current net cost per new donor, by acquisition media […]

Learn More March 21, 2011

RFM Too Crude For Fundraising

In a recent Agitator post I referred to the practice of using simple RFM in the fundraising segmentation process as ‘crude’. The equivalent of using an axe where a scalpel would be much more productive. Many Agitator readers emailed me to ask “Why?”  Here’s why. I chose ‘crude’ to describe the way three important variables […]

Learn More January 24, 2011

Catch Up On Agitator Webinars

In the event you have a bit more spare time over the holidays, you might want to catch up on one of our free DonorTrends/Agitator webinars, each hosted by Roger Craver with a guest expert. 1. The important giving potential of mid-level donors is explored here, with Kristin McCurry of MINDset Direct as our guest […]

Learn More December 27, 2010

Mobile For Nonprofits

I see that the American Red Cross is conducting another mobile fundraising campaign, this time lifting the stipulated text giving amount to $25. Typically, mobile asks, like the ARC’s groundbreaking Haiti campaign, have been for $10 or less. Will be interesting to see how this goes. But “mobile” is much more than text fundraising, as […]

Learn More December 7, 2010

Down With “Donors”!

Our DonorTrends colleague Kevin Schulman got a hair up his nose this week on the very concept of “donors.” You might recall that a few days ago we noted Blackbaud’s report that a key global trend in fundraising was a shift from a “transactional” approach to “relationship management” approach. Kevin has some strong views on […]

Learn More November 12, 2010

Honoring A Quiet Hero

I just received the Fall edition of Solutions, the newsletter of Environmental Defense Fund (EDF). [Admission: I used to work there.] An article titled Honoring A Quiet Hero jumped out at me. It tells the story of an EDF donor, Anita Goldner, who had made small annual contributions to EDF for 25 years. When she […]

Learn More October 19, 2010

Heart Of The Donor

Fundraising giant Russ Reid has released an impressive bit of survey research on donor behavior and attitudes. Their findings square up exactly against our own DonorTrends research in many areas … The strong correlation between religion and giving (i.e., where religion appears more important in individual’s life, there’s a greater propensity to give, and to […]

Learn More September 10, 2010

The Big Reveal

Sorry … I should not have teased you in yesterday’s post … The Donor You Don’t Know. [That said, the examples I gave were for real.] The tools I described that can give you a look at your donors’ actual giving to other organizations — and tell you how much you’re leaving on the table […]

Learn More August 19, 2010

The Donor You Don’t Know

You thought you “knew” her … the donor who’s given you $200 a year faithfully for the past five years. You’re happy to have her, because she’s loyal and responds to your first renewal notice, saving you money. Aren’t we content? Then you read she passed away and left $1 million to your competitor. But […]

Learn More August 18, 2010

Roger Tackles The “Mid-Level” Donor

The “mid-level” donor is that species in the $500-$5,000 per year giving range. You know, the ones who fall through the cracks in many fundraising programs … taking heaps of potential contributions with them. This Thursday (August 5) at 2pm ET Roger Craver will be leading a free DonorTrends webinar focused on building and sustaining […]

Learn More August 2, 2010

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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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