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Behavioral Science Posts

The Behavioral Science of Fundraising Metrics

You’ve heard us talk about applying behavioral science to help nudge donors in the right direction  with topics like: Symmetrically structuring your symbolic gifts The desire to complete sets and goals What happens in your brain as you donate Using the fresh start effect Creating exceptions to mental accounting How to frame your matching gift […]

Learn More January 19, 2018

Ditch the Vanity Metrics. Take the Cannoli.

“What gets measured gets managed” – ( attributed to Peter Drucker, among others.) If vanity metrics were merely useless, we might abide them as just one of many wastes of time.  But they are actively counterproductive, crowding out the useful and camouflaging the useless. Vanity metrics may make you feel good.  They may be easy […]

Learn More January 18, 2018

The Two Fundraising Metrics That Matter Most

Tomorrow, we’ll talk about those metrics you should eliminate with extreme prejudice.  So it’s only fitting that we should talk about those metrics you’ll want to embrace and socialize in your organization – Key Performance Indicators (KPIs) . First, I should mention that DonorTrends is offering Agitator readers a free test drive of their excellent […]

Learn More January 17, 2018

Are You Playing the Fundraising Lottery?

One of my favorite country music singer/songwriters is Brandy Clark. As we kick off this Agitator series on Fundraising Metrics  I’m going to invoke Brandy because her song Pray to Jesus reflects the approach to decision making by all too many fundraisers unfamiliar with simple metrics, simple calculations. Brandy writes: “Cause there ain’t but two […]

Learn More January 16, 2018

TESTING: Go Beyond Individual Communications

When you want to find out if your control package could be beaten, you test a different communication against it. So how do you test if your direct marketing program could be better?  Clearly, you test a different program against it. For some this is a scary thought: it’s hard enough to deliver on one […]

Learn More January 5, 2018

TESTING: Baby Steps are for Babies

(aka The Myth of Testing One Variable at a Time) After our earlier posts on the dangers of overly simplistic testing, you could despair of getting any legitimate test results for your file with noise in the data and large quantities required. There is, however, good news.  If you embrace larger-scale testing, you can break […]

Learn More January 3, 2018

TESTING: BASKIN-ROBBINS CURES CANCER!

(aka The Myth of Statistical Significance) Get the Nobel Prize ready. I know Baskin-Robbins cures cancer in lab tests for a fact despite no medical training or testing. How can I be so certain? Because they have 31 flavors. If I ran a test of people who eat each flavor of Baskin-Robbins, it’s very likely […]

Learn More January 2, 2018

Digging Into the Matching Gift Weeds

Our fellow traveler Nick Ellinger has probably done more digging into matching gift research than anyone on our team.  I thought it would be particularly helpful to  share with you one of his earlier posts on structuring a Matching Gift Campaign. I’m hoping this piece from Nick demonstrates that there’s a lot more to constructing […]

Learn More December 28, 2017

Matching Gift Facts and Insights

There’s a growing body of empirical evidence on what makes for effective matching gift programs and what doesn’t. The following post –and the two that will follow this one–contain lots of research AND lots of valuable insight and good questions from Agitator readers.  So, if you’re interested in “mastering” this subject you’ll need to spend some […]

Learn More December 27, 2017

We Know Where You Live

“You have only 6 days left to help meet our 16 for 1 matching gift challenge.  If we don’t hear from you by midnight Sunday we’re coming after you.  AND…we know where you live.” Now that the Christmas carols are fading and the wrapping paper has found it’s way to the trash bag, we can […]

Learn More December 26, 2017

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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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