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Board Meeting Swipe File

A Second Chance for Fundraisers

Relationship Fundraising is like teenage sex: Everyone talks about it, nobody really knows how to do it, everyone thinks everyone else is doing it, so everyone claims they are doing it too. Although I’m paraphrasing behavioral economist Dan Ariely’s take on “Big Data” the same insight applies to the much-touted, little-practiced concept of relationship fundraising. It’s […]

Learn More September 13, 2017

Monthly Giving Part 3- The Great Recordkeeping and Payment Processing Barrier

There’s no question that solid recordkeeping and donor processing systems form an essential foundation for successful monthly giving programs. And, given today’s ready availability of off-the-shelf CRM software and flexible payment processors much-feared complexity of managing monthly giving programs is no longer a valid excuse for jumping in. Before I get to some of options […]

Learn More September 1, 2017

Stories Or Metrics?

Much is written and fretted about these days regarding the ‘differences’ — some real, some imagined — between Boomers (and older) donors and the younger generations of donors, especially Millennials. Over the weekend I read this ‘take’ on the situation — The Great Divide: Millennials vs. Baby Boomer Fundraising, written delightfully by a fundraiser in […]

Learn More August 21, 2017

Crowdfunding And The Rampage In Charlottesville

Within hours of the sickening and sordid rampage in Charlottesville last Saturday my Facebook account, emails and podcasts were filled with links to crowdfunding appeals for those injured. Tom and I don’t do much on crowdfunding so I thought I’d share some notes from observing how it was employed following this tragic and horrific event. […]

Learn More August 18, 2017

Farewell To A Progressive Fundraising Hero

Bill Dodd, a direct response pioneer who helped build some of the great names in progressive advocacy and mentored a generation of fundraisers, died on July 17th. He was 68. Bill will be remembered in our trade for the causes he embraced with his skill, talent and big heart to help them grow. The magazine […]

Learn More August 7, 2017

Fundraising In Alice’s Restaurant

OK Kids — especially the young (under 50) and those blessedly old — I’m gonna take you on a trip down Memory Lane in hopes of dealing with Tom’s question Who’s a Poor Fundraiser to Believe? If you have the usual internet-gnat attention span, please move on now.  This is gonna take a few minutes. […]

Learn More August 2, 2017

Eminence vs Evidence In Fundraising – Part 3: ‘How’ And ‘Where’?

I noted in Part 1 of this series that “our trade won’t transform from its current eminence-based state to one more evidence-based overnight. In fact, the path to empiricism and scientific proof will be long and rocky. And plenty of disagreement, tension, name-calling, or worse will mark the journey.” Beyond the usual battles involving egos there […]

Learn More July 31, 2017

Eminence vs Evidence In Fundraising – Part 2: What is “Proper” Research

Judging from readers’ Comments to Part 1 of this series there’s a truly felt need and desire for collecting — and sharing — proper fundraising research and findings. Two questions arise. Just what is ‘proper’ research? And, ‘how’ can this information best be shared? What Is ‘Proper’ Research? The definition of what constitutes ‘proper’ research […]

Learn More July 27, 2017

Summer Doldrums Threat #1: Branding

Sooner or later someone in your organization, totally devoid of fundraising knowledge (likely a board member or the spouse of one), is going to come back from their summer break with a ‘brilliant idea’. In fact, over many summers, many ‘brilliant’ ideas have crossed The Agitator’s desks. So, we’ve gone back through the archives and will share some of […]

Learn More July 20, 2017

127 Facts About Video Marketing

Is there any fundraiser out there who hasn’t tested/tried video as a tool? I hope not. But just in case you still need some context or convincing or ideas, try browsing this infographic, presenting 127 Facts (you probably didn’t know about) Video Marketing from WebsiteBuilder.org. Some fascinating data here … 70% of YouTube views come […]

Learn More June 22, 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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