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Breaking Out of the Status Quo

Feedback Week: Channel and Volume Preferences

For those who missed yesterday’s post, we are going through the top donor comments to top nonprofits.  And you don’t get much more “top” than channel and volume comments. Almost 20% of the total substantive comments were either “don’t mail/email/phone me” or “I would like to receive less mail/fewer phone calls/fewer emails.”  For perspective, the […]

Learn More February 14, 2018

Feedback Week: Unexpressed Desires

No, that’s not the title of the latest Nicholas Sparks novel.  It’s your donors’ existence if you aren’t actively soliciting feedback. For every complaint an organization hears, there are another 26 people with a similar complaint who stay silent.   This probably rings true in your own life – if you have a bad experience, and […]

Learn More February 13, 2018

What Do You Mean When You Say “Segmentation”?

A couple of weeks ago, I stirred things up when arguing that neither demographics nor RFM analysis should be the first point of segmentation for organizations.  In the ensuing discussion, it became clear we are talking about different types and levels of segmentation worth exploring. In (approximate) order from least to most sophisticated: Full file […]

Learn More February 6, 2018

Get Your Millennial Audience Off My Lawn

I’ve been reading The Agitator for years (part of why it’s been such a pleasure to write for this august blog).  But I have a confession to make.  Every time I saw posts like More On Millennials: 6 Ways To Entice Them and Time To Take Notice Of Millennials?, I wasn’t buying. To clarify, I […]

Learn More January 26, 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

The Cradle of Relationship Fundraising

“Fundraisers always prosper when they focus less on the money that people send in and more on the people who are sending it.  As a fundraiser, you’ll get better at your job and get more out of life when  you deliver what your donors want rather than chasing after what           […]

Learn More January 23, 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

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

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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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