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Board Meeting Swipe File

What Happens When Your Boss Has Different Goals?

Nonprofits need to exist as long as their issue exists.  Most deal with long-term problems.  Thus, they need to exist in the long-term.  That’s why we preach retention above almost all other things – the donors you have are the ones who will sustain you.  As a fundraising professional, it’s your responsibility to think about […]

Learn More July 10, 2018

Why I Hate the Donor Pyramid

All pyramids are lies: They have a dishonest scheme named after them. They will not keep your razor blades sharp or apples fresh. They messed up the four food groups. Maslow’s Hierarchy of Needs isn’t really true (there are fundamental needs, but there isn’t a hierarchy and people pursue different “level” needs simultaneously). Even the […]

Learn More June 27, 2018

Pairing metrics for fun and (non)profit

On Tuesday, I talked about how Simpson’s paradox means you shouldn’t use just overall retention as a metric.  Rather, you want to pair it with subgroup metrics so someone doesn’t achieve their retention goals by cutting off acquisition. I’ll generalize from that.  As Newton would have said if he were a direct marketer, each metric […]

Learn More June 22, 2018

What About People Who Don’t Answer Donor Surveys?

When you are in the business of asking donors about themselves and customizing their donor journeys based on that, you almost always get the question: “But what about those folks who don’t answer the survey?” There are couple of answers to this.  The first is: keep asking.  If there’s a datum that you need to […]

Learn More June 21, 2018

Are You a Modern or Medieval Fundraiser?

Donors are changing far faster today than most of the organizations they give to.  Their expectations are rising at the very moment their trust and loyalty are declining. Unfortunately, far too many nonprofits fail to understand this reality.  As a result they’re woefully unprepared to cope.   Few organizations understand why their donors give… few bother […]

Learn More June 20, 2018

What the Simpsons Can Teach Us About Retention Rate

You’ve just made a wise decision: you are investing more in both donor-focused retention efforts and new ways to bring in the right donors for your program.  Surely, your file will grow and your retention rate will increase. But when you look at the stats a year later, your file has grown.  But your retention […]

Learn More June 19, 2018

The Tragedy of the Donor Commons

“Picture a pasture open to all. It is to be expected that each herdsman will try to keep as many cattle as possible on the commons. …   the rational herdsman concludes that the only sensible course for him to pursue is to add another animal to his herd. And another; and another… But this is […]

Learn More June 5, 2018

Are You Missing the Golden Middle?

In 1987 I launched a series of highly successful mid-level giving programs and for years wondered why others weren’t doing the same.  So, when Tom and I started The Agitator we began ranting on the subject, urging folks to get on board. For example, hereand  here. And so did others like Mark Phillips of BlueFrog with […]

Learn More June 4, 2018

Agitator Cliff Notes: “Data Driven Nonprofits”

I have a confession to make. I still dog-ear pages. Yes, this goes against my former-library-employee training.  No, I don’t leave books open so it breaks their poor spine; I’m not a total monster.  Yes, I know I can take pictures of the pages and put them on Evernote or Pocket now.  Yes, I can […]

Learn More May 22, 2018

Agitator Cliff Notes: What’s Next?

I wanted to find another book to talk about today.  But the problem wasn’t finding a book; it was narrowing it down to just one. So let’s hear your votes in the Comments on two things: Is this Agitator Cliff Notes approach worthwhile and worth doing again? What book(s) do you recommend?  Roger has sent […]

Learn More May 5, 2018

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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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