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Board Meeting Swipe File

#MeToo Moment for Fundraisers

“I had a meeting with the chair of trustees. The meeting did not go well. As we were walking away from the meeting, he put his arm around me and squeezed me to him whilst saying “this would all be so much easier if you were just friendlier, Jane.” “He went to kiss me but […]

Learn More April 16, 2018

Direct Mail is not Yet Dead

We’ve had some fun this week, talking about blockchains and voice-recognition systems and such.  None of this matters if you can’t block and tackle with mail. That’s right, mail isn’t dead.  And I know you know it isn’t dead.  But from some recent discussions with Agitator Nation members, not all our bosses and board members […]

Learn More April 13, 2018

Stuck On the Bottom Line

Why, for nearly six decades, has American philanthropy failed to grow beyond a 2% share of the Gross Domestic Product (GDP)? After all, decade after decade athletes break new records, horses run faster, crop yields bloom with increases and on and on.  But since 1970 American philanthropic giving has stayed stuck; the percentage of GDP […]

Learn More April 9, 2018

Segmenting Your Donor Services

Every donor is worthy of respect.  After all,  not everyone gives of themselves to help others. Every dollar given is a sacrifice.  Even if given with not-wholly-pure motives like tax benefits or looking good to others, a dollar to charity is a dollar not spent on the hedonic or the temporary. And yet, for charities, […]

Learn More April 6, 2018

(Lack of) Speed Kills

When Amazon started, people were nervous about providing  a credit card number in hope that their books would arrive. (Don’t @ me, 25-and-unders, this was a real thing.)  Will my book arrive?  Will it be what I intended?  Is this whole Internet thing a scam? So a large part of Amazon’s infrastructure works to convince […]

Learn More April 5, 2018

The Value of “Random Amazement”

This week Nick and I deal with the critically important function of “Donor Service.” Let’s start with this fundamental question:  Do you really know what good donor service looks like? I sure hope so, because as we’ve reported before, nearly 20% of all donors who drop out quit because of lousy donor service. Consequently, any […]

Learn More April 3, 2018

WANTED: Fundraisers With Merger, Acquisition and Investment Banking Experience

New thinking and new approaches are fundamental necessities for survival and growth. Not because all “old” ways are bad.  Not all are.  And surely not because the next, shiny new thing is likely to be better.  It’s not. In a sector desperate for growth new solutions and approaches to financing must be explored.  Incremental change […]

Learn More March 26, 2018

Segmenting “Cost To Acquire” Using Identity

A couple months ago, I argued that cost to acquire (CTA) was one of only two metrics that matter in a deep, comprehensive way. (The other one, for those who like spoilers, was donor lifetime value.) And yet, CTA can lie.  If one acquisition mail package has a response rate of 1.1% and an average […]

Learn More March 22, 2018

Low Risk Approach to High Reward Discovery

Yesterday Roger outlined the failings of alleged-segmentation systems that aren’t customized to your organization. Today, I’d like to suggest a proven, low-risk approach to dramatic improvement through better segmentation. It’s hard to get away from the significant advantages that come with being a mature nonprofit brand: you can get very good at delivery, incremental efficiency, […]

Learn More March 20, 2018

The Taxman Cometh, Part 3: A Way Forward

We’ve discussed the nonprofit tax debate over the past two days; now it’s time to talk implications.  There are a few roads that lead from here, all with their pluses and minuses. Ignore the new rules.  Do what you’ve been doing.  Maybe people will still think their gift helps them on their taxes, even if […]

Learn More March 16, 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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