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Breaking Out of the Status Quo

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

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

For Your 2018 Matching Gift and #GivingTuesday File

Hopefully you’ve survived this year’s final onslaught of matching gift appeals.   In an equally hopeful vein perhaps you’ve found some golden nuggets in this week’s posts on matching that will help guide your plans for next year. In the final post for this week’s series Nick puts it all together in a symphony of […]

Learn More December 29, 2017

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

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Ask A Behavioral Scientist

    Behavioral Science Q & A

    Q: As a designer who works with non-profits on fundraising strategy, I see the language like the following: “Our supporters help empower every girl, ensuring she has the resources she needs.” I do not think the word “help” is useful–I think “Our supporters empower every girl, ensuring she has the resources she needs. ” is much more engaging. Thoughts?

    Whether “help” is more engaging or not really depends on the framing and context. The word help can sometimes weaken the perceived agency of the supporter, making their role feel secondary rather than central (your point). On the other hand, help can also signal collaboration rather than implying full ownership of the outcome, which might […]

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    Q: We started offering a donor cover option last april 1. The data to date suggests this may be dampening giving.eg. those who say yes to donor cover have a lower average gift (based on analysis of 6000+ gifts). I’m wondering if those who give lower gifts feel more guilt and therefore say yes to donor cover or if the presence of donor cover is making people adjust (lower) their gift size to accommodate the extra 3%. Would love any insights you have.

    Great question! Here’s how behavioral science can help unpack what might be happening: Pain of Paying: Even a small extra charge can make giving feel more transactional than emotional, potentially reducing generosity. Fairness Concerns: Some donors might perceive donor cover as a surcharge rather than a contribution to the cause. If they feel the charity […]

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    Q: When writing an appeal, I waffle back and forth between writing “Your gift CAN…” or “Your gift WILL…” Any studies of which of these two words is best for an appeal?

    The choice between “Your gift CAN…” and “Your gift WILL…” taps into the psychological framing of certainty vs. possibility. Currently, there is no academic research directly comparing these two framings in charitable appeals. However, I suspect no framing is universally better—the outcome likely depends on your target audience and the campaign’s goal. Here are some thoughts: Certainty Framing – […]

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    Q: Do you have any insight on whether integrating an individual giving appeal with other comms from the charity in both appearance and messaging can uplift results? Or does the actual appeal become ‘lost’ for lack of stand-out?

    Integrating an individual giving appeal with other communications from a charity can have both positive and negative effects, and the outcome largely depends on how it’s executed. Advantages of Integration Brand Consistency: Maintaining a consistent appearance and messaging across all communications can reinforce the org’s brand identity and strengthen brand recognition and trust among your […]

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    Q: Is there any research on response rate impact in direct mail when referring to a sustainer gift as ongoing or recurring (catching all frequencies) v. monthly or annual?

    I’m not aware of any in-market tests specifically comparing recurring vs. gift frequency language. I suspect the answer might not be the same with all gift frequencies, nor with all people. It sounds like a great opportunity for you to test and find out what works for your audience. Based on the literature, here’s a couple […]

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    Q: A major conservation nonprofit sends me lots of mail, many of which have on the envelope “time to renew” or “2nd notice.” I find this practice deceptive, especially as I haven’t given to said organization since 1997. It must be effective or they wouldn’t do it. But is it ethical?

    Based on what we know from existing data, those renewal notices can actually be pretty effective in getting people to donate. They tap into our psychology – creating a sense of urgency, reminding us of past support, and using personalization to make the message hit home. They’re playing on our natural tendencies to feel obligated […]

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