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Breaking Out of the Status Quo

Testing Your Donor Identities

Previously on donor identity: It’s good to segment by identity But they must be the right identity/ies There must be meaningful differences among different identities And you must be able to get value by messaging them differently So, how do you know if you get value by messaging differently?  You must test. Sorry.  I wish […]

Learn More February 8, 2018

Instinct and Conventional Wisdom Are No Longer Enough

A variety of recent news items crossed our desk that bear on what we’ll explore this week –”segmentation”. ITEM:  Civil Society in the UK reports in Top Charities See Largest Fall for Voluntary Income in 20 Years that the top 100 charities have recorded their most sustained drop in voluntary contributions in two decades. ITEM: […]

Learn More February 5, 2018

Donors Are Ticked Off by Excess, Unrequested Solicitation – Who Knew?

Why do results decline as volume goes up? At a basic level, each new communication cannibalizes results from those communications around it.  Looking at one study here, researchers found that each additional mailing generated 1.81 Euro in revenues, but that 1.21 Euros of that was cannibalized from future mailings.  Thus, only 37% of the revenues […]

Learn More February 1, 2018

Volume Has Been Tested. The Results Are In

Yesterday, I vented my spleen about the argument that volume leads to retention and that the volume of contact should be viewed as the lever to do so. Now, I’d like to put my case studies where my mouth is. Most of these are specific to mail.  Why?  Because that’s where the testing has been […]

Learn More January 31, 2018

Demographics: The Second-Best Way to Segment Your File

Yes, demographics are the second-best way to segment. The best way, however, is literally almost any other way. Take, for example, the experience of Todd Yellin, Netflix’s VP of Product Innovation.   Netflix has one of the great treasure troves of data out there.  What does he use?  Quote: “There’s a mountain of data that […]

Learn More January 25, 2018

Are You Playing the Fundraising Lottery?

One of my favorite country music singer/songwriters is Brandy Clark. As we kick off this Agitator series on Fundraising Metrics  I’m going to invoke Brandy because her song Pray to Jesus reflects the approach to decision making by all too many fundraisers unfamiliar with simple metrics, simple calculations. Brandy writes: “Cause there ain’t but two […]

Learn More January 16, 2018

Visions of Sugar Plums

As a kid I raptly listened as my parents and grandparents read my brother and me ‘Twas the Night Before Christmas” every year until I went away to college and discovered there may not be a Santa Claus. I did the same thing to my kids.  Each year I uttered “Dancer, Prancer, Vixen, Dunder Blixem.” […]

Learn More December 21, 2017

Getting To Know Me

Yesterday, Roger wrote about the most fundamental and elementary step in communicating and building relationships with donors. That step: stop sending stuff to people who are dead or missing! If you didn’t read it, his post was about cleaning your lists … pretty basic (and he offers a great tool for doing the job). But […]

Learn More August 29, 2017

Fundraising Metrics That 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 June 29, 2017

In Pursuit Of The Trivial

Slowly, but surely, research in the field of behavioral science is making its way into Fundraising Land. Over the past several years commercial marketers have begun to discover practices which those pundits and commentators who favor high-blown ‘strategic’ insights often consider ‘trivial’. What once seemed relatively trivial has proven to hold monumental importance compared to […]

Learn More June 15, 2017

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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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