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Fundraising philosophy/profession

Giving by Algorithm: When Metrics Miss the Mark

             There’s a scene I can’t shake. A small-town food pantry, shelves half-empty, volunteers stretching every last dollar to feed neighbors they’ve known their whole lives. The kind of place where a $100 gift isn’t a drop in the ocean—it’s the ocean.             The scene came roaring back when I […]

Learn More December 16, 2024

The Marble In Your Ashtray

Last Friday was drizzly, the kind where the rain isn’t sure of itself. I went for my pickup truck’s annual inspection.  In the corner of that musty garage, mechanics’ hands as greasy as the floor, there was the usual bulletin board; an artifact with layers of oil change reminders and lost dog flyers. Among this […]

Learn More April 22, 2024

Is Your Quality Data 3,008 or So 2000 and Late?

The Black-Eyed Peas may not be in my most played list but hey, a catchy, memorable lyric is a catchy, memorable lyric.  Retention data is the rearview mirror view on quality, it’s 2000 and late. It’s a lagging indicator of quality.  You don’t need more donors, you need more donors who stick around.  But if […]

Learn More April 14, 2023

WANTED: Fundraisers and Consultants Who Can Count

Regular readers will note that we’ve been devoting a good deal of coverage lately to the use of AI, particularly as it relates to creative and copywriting.  Today, we’re hitting “pause” on AI and returning to 8th grade arithmetic. You know,  the type of intelligence that enables you to work with numbers in everyday life. […]

Learn More April 3, 2023

What Gets Measured Can Be Better Managed

We manage lots and lots of thing that we don’t measure at all or well.  That’s the nature of business and human enterprises. But, I’d argue measuring makes managing better.  The question isn’t can we measure or should we but rather, what’s worth measuring.  ‘Worth it’ is often traded off for easy.  Take engagement data.  […]

Learn More February 22, 2023

If You Ain’t First You’re Last?

One of the greatest movies of all time for those of us who enjoy parody, slapstick and juvenile humor is Will Ferrell’s Talladega Nights. He spends most of his life measuring it against an impossible standard of “if you ain’t first you’re last”, a motto from his father who was high on peyote at the […]

Learn More December 21, 2022

Trust in the Eye of the Beholder?

We do a lot of surveys.  Heck, I’ve got an advanced degree in Survey Methodology, whatever the hell that means. Surveys are ubiquitous it seems, especially in politics and public policy.  Your organization might do a survey for constituent understanding or for public release to advocate for this or that cause. What makes surveys trustworthy […]

Learn More September 9, 2022

If You Ain’t First You’re Last

One of the greatest movies of all time for those of us who enjoy parody, slapstick and juvenile humor is Will Ferrell’s Talladega Nights. He spends most of his life against an impossible standard of “if you ain’t first you’re last”, a motto from his father who was high on peyote at the time he […]

Learn More August 19, 2022

Data Visualization 101: Bar Charts Suck

We do a lot of data visualization in the fundraising world.  Bar charts are stock in trade, built into every off the shelf product out there.  We use them and I hate them.  Why? This comparison courtesy of a company called 3iap and a study they ran with academics nails the issues with the good […]

Learn More August 8, 2022

Should Charities Be More Commercial?

How many charities have a fee for service revenue line? Hospitals, lots of cultural, place-based charities, the entire public broadcasting world…more than you might think. Does having a commercial revenue line create conflict with service delivery to beneficiaries?  Or how about community building?  It may be hard to be inclusive if you make more profit […]

Learn More July 15, 2022

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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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