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Board Meeting Swipe File

Top Two Retention Killers & What To Do About Them

Chapter 9 of my book, Retention Fundraising: the art and science of keeping your donors for life, focuses on ‘Barriers to Retention’. The top two barriers? The real killers? #1: Silos and #2: False Attribution. Silos. Those who work in organizations with more than one department are familiar with silos. The online personnel do little to […]

Learn More June 17, 2016

Opt-in/Opt-out: Special to UK and EU Readers

[Attention Agitator readers elsewhere in the world: There’s plenty here that applies to you as well, but we’ll do a special opt-in/opt-out feature for you later focusing on opt-in/opt-out for newsletters, unsubscribes, etc.] Regardless of the outcome of next week’s Brexit referendum on whether the UK should stay in or leave the European Union, fundraisers […]

Learn More June 16, 2016

How Effective Is Our Fundraising?

The latest stats from Giving USA might be cause for smug satisfaction. Overall giving in the U.S. reached record highs at $373.25 billion in 2015, up 4.1% from the previous year. This amount covers giving from US-based individuals and institutions to US-based 501(c)3 nonprofit organizations. [I come from the advocacy world and would note that […]

Learn More June 15, 2016

Starting Over #1: Where Do We Go From Here?

In announcing this Agitator Starting Over series I posed the fundamental question that will guide this exploration: How would you build a growing, sustainable nonprofit from scratch in today’s fast-changing and challenging environment? Tom and I are thrilled with the outpouring of suggestions and recommendations for the series, and specific proposals that might brighten the […]

Learn More June 13, 2016

On Ignoring Donors Needs and Preferences

In working on the Starting Over series that we’ll launch next week I’ve been fretting, worrying and, frankly damn near exploding with frustration. So please permit me this rant. There’s no question that virtually everyone has an excuse for not changing. Frankly I blame most of this resistance to the idiocy of stingy boards and […]

Learn More June 10, 2016

Starting Over

Not knowing what you’re doing is more and more acceptable in this complex and fast changing world we work in. But pretending and preaching that you know what you’re doing is dangerous. For you. For your organization. For your clients. For the future of our sector. I’m increasingly convinced that making bold predictions, spread-sheeting three […]

Learn More June 8, 2016

Protecting Michael Moore AND The Koch Brothers

Have the names of your contributors been illegally and publicly exposed by the Attorney General of California? See for yourself. Here’s a 116-page list of organizations whose major contributors were “inadvertently” made public on the website of the California AG. This is the third week in a row I’ve found it necessary to single out the […]

Learn More June 6, 2016

Victory Is Ours!

The California “Warning Label” bill is dead. Killed in its crib by a fusillade of Agitator reader opposition and the outcry of nonprofits within California and all around the globe. Thanks to hundreds of tweets, blog posts, emails and phone calls from Agitators who rallied to the call, Urgent Warning: Immediate Action Required, this threat has […]

Learn More June 2, 2016

What Are You?

Are you really a Fundraiser? Or, are you just a Fundraising Monitor? “Why monitor a problem if you don’t fix it?” Here at The Agitator we sure do a lot of monitoring. Tom and I think we should also be doing more along the lines of  encouraging, debating and reporting on ‘fixing’. It’s clear from […]

Learn More May 31, 2016

Fundraising That Makes A Dog Sick

I’m somewhat amused by the debate over volume. How many appeals make you ‘donor-centric’, how many not. My frequency schedule is better and bigger than your frequency schedule. Plus, I use more ‘you’ pronouns. I think ‘you’ pronouns and all that ‘donor love’ stuff is great, but it’s beside the point. I do want to point […]

Learn More May 27, 2016

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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

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