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Communications

Shut Up And Listen

As reported in this NonProfit Times article, consultant Richard Brown offered this simple advice at a recent fundraising conference, in the context of major gift fundraising: “Just keep your mouth shut and your ears open.” He was cautioning about the tendency of fundraisers always to be in sales mode, with predictable talking points: You’ll be making […]

Learn More October 19, 2015

Insight Into Donor-Advised Giving

Hats off to Schwab for providing valuable insight into the giving behavior of their donor-advised fund customers. Schwab has released a report providing giving data both since inception of their fund in 1999 and greater detail on fiscal year 2015. Because donor funds are invested by Schwab, it’s nice to see that, since inception, donor funds held in […]

Learn More October 9, 2015

Predictive Signs of Future Giving

A fundamental belief held by most of us is that the more we know about prospects or donors the better we’re able to fashion a strategy for building relationships and hopefully winning or upgrading the size of their commitment. The wealth screening industry is built on that belief. What many folks may not understand as […]

Learn More September 4, 2015

2015 Half-time Fundraising Score

The Atlas of Giving, the resource that combines both past results along with forecasts of charitable giving in the U.S., recently issued its 2015 Mid-Year Report. The news is good. Giving in the first half of 2015 was “exceptionally (and unexpectedly) strong—up a total of 7.6% to $238.88 billion compared to $222.03 billion for the same period […]

Learn More August 11, 2015

Direct Mail Yields Major Gift Donors

On Monday we reported on the American Cancer Society (ACS) and its project over the past year to re-examine the role of direct mail in its fundraising program. ACS is committed to a sophisticated multi-channel marketing approach, in which direct mail remains a key work horse, and in which the full potential value of each […]

Learn More July 17, 2014

Donor Nation USA

I was browsing the latest report from Giving USA on the size of the giving sector in America in 2013. The overall giving total — $335 billion — is big. But just how big is that … what would be a good comparative measure? What about comparative national budgets? If you take ‘just’ individual donations […]

Learn More June 23, 2014

Telemarketing Case Studies #2

Can you, should you telemarket to high dollar donors? Many of you are probably responding … “YECH!” “GROSS!” “My development director would rip my heart out!” But Gabe Raff at Chapman Cubine Adams + Hussey thinks differently. And has the data to back up his approach. Here’s a case study from Gabe on a campaign […]

Learn More June 17, 2014

Snickers Bars And Matching Gifts

Which Matching Gift Challenge formula works best? (A)   1:1 matching grant (“An anonymous donor will match your contribution dollar for dollar.”) (B)   2:1 matching grant (“triples your donation”) (C)   3:1 matching grant (“quadruples your donation”) The anecdotal (as opposed to scientific) ‘rule’ in our trade is that higher match levels are better than lower match […]

Learn More November 6, 2013

Want To Acquire Donors?

What’s the best way to get a new donor or member? At first blush, you might think of the answer in terms of which medium to use — direct mail, email, web conversion, face-to-face, social media. But think again in terms of how to capture interest most effectively from ‘birds of a feather’? This time […]

Learn More October 17, 2013

Music To My Ears

Peter Buffett, musician and philanthropist, wrote this piece — The Charitable-Industrial Complex — last week in the NY Times. Much of what he says relates to the programmatic side of what major donors attempt to do and their motivations. For example, he describes “conscience laundering” … “As more lives and communities are destroyed by the […]

Learn More August 1, 2013

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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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