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Behavioral Science Posts

Learn From the Robots Coming to Take Your Job

Self-driving cars.  Warehouse robots.  Skynet missile defense.  It seems like more and more jobs of the future will be automated. You may think you are safe as a nonprofit marketer.  But behold: the first ever AI-written appeal letter (thanks to Mark Phillips for posting): A world first. A computer generated appeal letter. pic.twitter.com/40bkjMqof6 — Mark […]

Learn More May 13, 2019

What’s Your Return on Experience?

“in addition to the traditional return on investment (ROI) metrics used to determine a company’s success, PwC believes it’s time to introduce another metric, one with a focus on customer experience…Measuring ‘return on experience’ (ROX), will help you understand your earnings on investments in the parts of your company directly related to how people interact […]

Learn More April 15, 2019

Speed Round: 7 Updates on 7 Issues

It’s spring, so it’s time for a bit of housecleaning.  Here are updates from the research, field, or my own fevered brain on the Agitator posts you know and love. The return on customer experience.  We talk a lot about the importance of donor experience.  In fact, Craig Linton, who you may know from Fundraising […]

Learn More April 12, 2019

Death Is Our Friend

She cleared her throat. Laughed a little in spite of herself. And then said, “Have you ever seen a U-Haul following a hearse? You can’t take it with you!“ Thus…with this brief account of their conversation with a legacy donor authors Fraser Green, Holly Wagg and Charlotte Field explain how they chose the title for […]

Learn More April 10, 2019

Consumers: The New Philanthropists?

We’ve done our share of sounding the alarm lately, from Roger’s post highlighting 23 changes necessary for the future of the sector, to my alert that we could lose more than half our donors in the next decade, to the need for new acquisition approaches. The TL;DR version is that we need to find new […]

Learn More April 3, 2019

Predicting Sustainer Retention

Monthly givers should be like an annuity or bond – an initial investment pays steady dividends over time.  In reality, sustainers are great, but they are not Ron Popeil’s “set it and forget it”: there’s far more investment of time and energy required to make sure a donor stays with you for the long-term. What […]

Learn More March 25, 2019

Donor Acquistion: Time for New Approaches

We’ve devoted significant space ( here, here, here and here) emphasizing the importance of tending your Garden of Existing Donors to assure higher retention at a time when, overall, the sector is hemorrhaging donors. BUT…as noted on Monday, even if we can arrest the momentum of the descent in numbers of donors, these actions alone will […]

Learn More March 22, 2019

Toward Donor Sustainability

You awake and grab your rod and reel.  You will eat what fish you catch; if you do not catch you do not eat. The fish awake.  They have two schools of thought*.  You have the Dory school with poor memories.  They think the western part of the water is a great place to get […]

Learn More March 20, 2019

Fund for the Widow of the Unknown Soldier

While preparing a follow-up post to Nick’s Two Identity Tests You Can Run I was reminded that not only is “donor identity”—the core reason for a person’s giving– powerful, but that it can also be powerfully misused. Nowhere is this more evident than when it comes to money raising for unethical or scam charities and scam […]

Learn More March 13, 2019

Two Donor Identity Tests You Can Run

We’ve talked in some detail about how donor identity – the person’s core reason for giving to you – is the best way to segment your file. But talk is cheap.  Let’s see some results. Can going deeper into donor identity improve results?  And can looking at new and different reasons to give bring new […]

Learn More March 11, 2019

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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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