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Donor retention / loyalty / commitment

[FNAME] Never Works

Axciom is certainly one of the top bananas when it comes to database marketing. These folks breathe data. So I was struck by a short post by David Baker, Axciom’s VP of Digital Product Solutions, in which he actually warns against going overboard with respect to personalizing marketing messages. Here — in [FNAME] Never Works […]

Learn More September 23, 2014

Barriers To Growth — Cliff Notes Edition

Several hundred new Agitator readers have come on board since I first launched the ‘Barriers to Growth’ series back in May. And many long-time readers have suggested we put the series in an eBook compilation. While Tom and our Chief Global Financial Officer debate the eBook, I’ve decided to simply list and summarize the 10 […]

Learn More September 3, 2014

Through The Prizm

Remember PRIZM, the market segmentation tool originally developed by Claritas (now owned by Nielsen) and widely used in the 90s? We used to have great fun looking up zip codes to see which had the most people characterized as ‘Blue Blood Estates’, ‘Bohemian Mix’, or ‘Shotguns & Pickups’. There were (still are) 60-odd segments or […]

Learn More August 27, 2014

Buy Roger’s Book … Or Else!

Roger has written a book on donor retention. It’s titled: Retention Fundraising: The New Art and Science of Keeping Your Donors for Life. And FINALLY … it’s ready to order! I’ve read the book four times now in its various draft iterations. And learned more each time. And I thought I was already on top […]

Learn More August 25, 2014

The Devil Is In The Detail

OK, we’ve got a tested strategy. We’ve developed a great case. We’ve targeted our appeal carefully. We’re using the latest database-driven capability. We’ve got terrific creative. But we flubbed it! What went wrong? Here’s a flub from KQED, public TV/radio in San Francisco. They were on the right track, but they screwed up the personalization […]

Learn More August 21, 2014

What Sets Great Fundraisers Apart?

While you were tanning at the beach, you might have missed an interesting series of articles in the Chronicle of Philanthropy. on the theme of “What Sets Great Fundraisers Apart”. Consider these tantalizing story titles: 9 Ways Charities Can Help Fundraisers Succeed … Young Fundraisers Are Ambitious And Impatient But Need Training … and I’m […]

Learn More August 18, 2014

Christmas In August — Again

A year ago, with the release of the mid-year results of the Blackbaud Charitable Index — online and offline — we reminded readers now is a great time to make sure they get their share of year-end giving. You’ll recall that as much as 20+ % of the annual contributions for most organizations come in […]

Learn More August 5, 2014

Insufficient Collaboration — Barriers To Growth, Part 8

Of the more than 1 million nonprofits in the U.S., nearly 75% post annual revenues below $500,000. This leaves little or no room for the ‘science’ part of fundraising, like data analytics and predictive modeling. Organizations with higher revenue can afford the analytics and technology essential to fostering growth in today’s markets. But what about […]

Learn More July 22, 2014

Will Somebody’s Grandaughter’s Friend Eat Your Lunch?

Back in June, I wrote a short post titled, Is Your Fundraising Stuck? It was a bit of a challenge to fundraisers. If your fundraising is lagging, is that really because of factors you can’t control, and so can conveniently blame, or do you need to look afresh at yourself and your commitment to innovation, […]

Learn More July 18, 2014

How Valid Is Your Fundraising Yardstick?

In Part 7 of our Barriers to Growth series, I noted that the inability or unwillingness to take a hard and realistic look at an organization’s fundraising potential represents a significant barrier to meaningful growth. Why? Because it’s simply too easy to make excuses and simply say “we’re using best practices” and “we’re doing as […]

Learn More July 16, 2014

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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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