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Breaking Out of the Status Quo

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

A REALLY BIG Deal!

Frankly, we’re gobsmacked. Astounded, awestruck and absolutely thrilled by a massive undertaking by UK fundraisers and other leaders in the voluntary sector that should attract the serious attention and participation of all of us — on every continent. Today the Commission on the Donor Experience  released its overview of recommended changes to transform fundraising from […]

Learn More June 19, 2017

In Pursuit Of The Trivial

Slowly, but surely, research in the field of behavioral science is making its way into Fundraising Land. Over the past several years commercial marketers have begun to discover practices which those pundits and commentators who favor high-blown ‘strategic’ insights often consider ‘trivial’. What once seemed relatively trivial has proven to hold monumental importance compared to […]

Learn More June 15, 2017

Good Enough Is No Longer Good Enough – Part 4: Donor Journeys

The journey the organization wants the donor to go on is not usually the journey the donor wants to go on. The reason for this disconnect is that few organizations truly understand why donors choose to stay or leave, let alone know when the donor makes the decision to leave. This is not a new […]

Learn More June 13, 2017

Nonprofit Strategic Planning … Simplified

Last week, in Is Your Nonprofit Sustainable?, I touched on some of the elements of strategic planning in the nonprofit context — defining priorities, organisational challenges, succession planning etc. One of the questions Bloomerang asked 600 nonprofits in the study I was reporting on was: “Did your organization fully utilise a strategic plan last quarter?” A […]

Learn More June 12, 2017

Good Enough Is No Longer Good Enough – Part 3: Donor Experience

No one buys a Chevy because GM needs the money. By the same token, donors don’t give because your organization has a need to balance its budget. Although many think otherwise, donor expectations aren’t usually driven by an organization’s brilliant programmatic details, the expertise of its staff, the number of regional offices or other versions […]

Learn More June 8, 2017

Is Your Nonprofit Sustainable?

June is the last month of the fiscal year for many nonprofits, when supposedly the deep questions are being asked. Are we on the right track, programmatically and financially? Do we have enough Facebook ‘Likes’? Bloomerang recently surveyed 600 North American nonprofits to gauge their sustainability. Some questions dealt with management practices; some with board […]

Learn More June 7, 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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    The Agitator Tool Box

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



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