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Board Meeting Swipe File

Summer Doldrums Threat #1: Branding

Sooner or later someone in your organization, totally devoid of fundraising knowledge (likely a board member or the spouse of one), is going to come back from their summer break with a ‘brilliant idea’. In fact, over many summers, many ‘brilliant’ ideas have crossed The Agitator’s desks. So, we’ve gone back through the archives and will share some of […]

Learn More July 20, 2017

Are You A Fundraising Professional?

Be careful before you answer. It might be a trick question. I’m sure all Agitator readers regard themselves as ‘professional’, at least in the sense of making some ongoing, applied effort to be seriously competent — i.e. not regarded as a dilettante. But now consider this passage from a recent blog post by fundraiser extraordinaire, Giles […]

Learn More July 19, 2017

“We’re Not Like This … Are We?”

Innovation and progress come not from working harder, but by working smarter and taking an axe to the time wasters and the trivial. Most of all, stop focusing on the trivial. If I had a nickel for every hour I’ve witnessed trivial debates over orange vs. blue envelopes, or closed-face vs. window envelopes, I could […]

Learn More July 17, 2017

Rejoice In The ‘Trump Bump’, BUT Prepare Now For The ‘Trump Slump’

The election of Donald Trump has served as a booster rocket for giving to groups on both the left and right.  Same with the intent to continue giving which is at record levels — also on both sides of the ideological spectrum — according to this report in Fast Company. Right now — not six months […]

Learn More July 14, 2017

12 Ways One Nonprofit Kept A Donor Loyal And Engaged For 27 Years

Over the past 35 years I’ve written copy for and brainstormed with my dear friend Morris Dees, co-founder of The Southern Poverty Law Center. Few organizations have practiced donor-centered fundraising as well as SPLC. No detail involving a donor is seemingly too small. (Monthly donors — sustainers — not only get monthly updates but occasionally […]

Learn More July 7, 2017

Fundraising Worries From The Coalface

One of my friendly news feeds from Google was kind enough to forward me this guest opinion piece from the Medford (Oregon, USA) Mail Tribune, titled Nonprofits face tumultuous times. The piece was written by Brad Russell, CEO of the local YMCA there, and a board member of the Nonprofit Association of Oregon. Brad seems like a […]

Learn More July 5, 2017

Fundraising Metrics That Matter

Yesterday I explored ‘vanity metrics’ and briefly explained why they’re not very helpful for serious decision-making. Or how, in the case of Benchmarking, they’re often ignored or mis-applied. Today, we’ll move to metrics that truly matter. By my definition an important metric – a metric that matters – is one that triggers the “What-should-I-do-differently-to-improve?” question. […]

Learn More June 29, 2017

Beware of Vanity Metrics

In Is Your Website Driving Away Your Best Folks? I warned of the danger relying on ‘vanity metrics’ like ‘page views’ or ‘time on site’. In fact, the use of ‘vanity metrics’ is problematic in our trade far beyond the online world. So, I thought it would be helpful to cover the ‘metrics’ topic in more […]

Learn More June 28, 2017

Special Videos for YOU.

Tom’s 127 Facts About Video Marketing last week inspired me to reprise some of my favorite videos that we’ve used in Agitator posts. So, for your  viewing (and reading) pleasure here are three re-runs worth your time because I think each makes a helpful point.  Each of the posts below contains text which the video illustrates. […]

Learn More June 27, 2017

The Board Meeting Swipe File: Fundraising Costs and Investment

‘Tis the season of board meetings and budget reviews for those organizations with fiscal years beginning in July. So, there’s no better time to offer up this Agitator Board Meeting Swipe File on Fundraising Costs and Investment in Fundraising. Here’s a brief compilation of resources and advice that may come in handy as you explain […]

Learn More June 21, 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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    The Agitator Tool Box

    Ideas, applications, tools, processes, and case studies of break-through solutions in fundraising, including:



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