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Breaking Out of the Status Quo

What to Do When Cost-to-Acquire Lies to You

I’ve argued cost-to-acquire (CTA) and lifetime value were the two metrics that mattered most.  The idea is that if lifetime value is going to be higher than the cost of acquiring, acquire that donor.  If not, you need lower acquisition costs or higher lifetime value. That makes great sense as far as it goes.  The […]

Learn More May 2, 2018

What Your Board Should Learn from Starbucks

There’s no question in my mind that a great deal of the furor over the ‘high cost of fundraising’ on the part boards, CEOs, watchdog groups, the press, regulators and many fundraisers themselves stems mostly from ignorance. Ignorance about what “acquisition” is, how it should be measured, and when or whether its costs should be […]

Learn More May 1, 2018

What You Need to Know from the 2018 Fundraising Effectiveness Project: Implications

The 2018 FEP report has both silver lining and cloud. Now what?  I’d love to hear your thoughts in the comments; here are a few of mine. We must rebuild our base.  Increasing retention post-first gift is a major part of this and we should pat ourselves on the back (not too hard) for this. […]

Learn More April 27, 2018

What Ask String Works Best?

The life of a direct response fundraiser is filled with so many questions – far more questions than answers. Take the question, “How much should we ask for?” Usually the question is answered with the conventional application of a formula based on previous giving.  For example, 1.0X, 1.5X, 2.0X highest previous gift –or some variation […]

Learn More March 13, 2018

Donors Are Ticked Off by Excess, Unrequested Solicitation – Who Knew?

Why do results decline as volume goes up? At a basic level, each new communication cannibalizes results from those communications around it.  Looking at one study here, researchers found that each additional mailing generated 1.81 Euro in revenues, but that 1.21 Euros of that was cannibalized from future mailings.  Thus, only 37% of the revenues […]

Learn More February 1, 2018

Volume Has Been Tested. The Results Are In

Yesterday, I vented my spleen about the argument that volume leads to retention and that the volume of contact should be viewed as the lever to do so. Now, I’d like to put my case studies where my mouth is. Most of these are specific to mail.  Why?  Because that’s where the testing has been […]

Learn More January 31, 2018

How Not to Test Communication Volume

I’m a fan of M+R.  Their free nonprofit tool shed is great for quick calculations for those who, like me, can’t do chi-square or t-tests, in their heads.  Their yearly benchmarks are a must read every year.  (And they are adding retention to it, which is a great addition.)  They are also more open about […]

Learn More January 30, 2018

Demographics: The Second-Best Way to Segment Your File

Yes, demographics are the second-best way to segment. The best way, however, is literally almost any other way. Take, for example, the experience of Todd Yellin, Netflix’s VP of Product Innovation.   Netflix has one of the great treasure troves of data out there.  What does he use?  Quote: “There’s a mountain of data that […]

Learn More January 25, 2018

RFM Segmentation: First Refuge of the Scoundrel

“Wait!”, I hear you cry.  “You rail against segmentations that aren’t predictive.  But transactional RFM segmentation is not a bad predictor.” And I will stipulate that: A person will tend to give the amounts that they have given in the past. A current donor is more likely to give than a lapsed donor. A donor […]

Learn More January 24, 2018

Explaining Abstract Numerical Concepts–Like “Eleven”– To Your Boss

Any discussion of metrics in The Agitator must include a nod to “The Curse of Fundraising Innumeracy” about an Agitator reader who tried to keep a straight face when someone said they had a 95% retention rate.  And clearly there is a problem when otherwise smart people with big budgets don’t “do” numbers. But I’d like […]

Learn More January 22, 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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