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Board Meeting Swipe File

In Search of the Silver Bullet

Over the weekend I worked on the ‘Top 10 Bad Practices’ section of a book I’m writing. Because this is the season when many groups are putting out or reviewing Requests for Proposal (RFPs), I thought I’d share some of my notes — and a special video — with you in case you’re on either […]

Learn More November 16, 2015

Beware Of The Sustainer Strangler

I know you have lots on your plate as we near year-end. But if you have monthly sustaining donors or any type of installment givers, please add this data processing/payment processing morsel to your ‘Urgent: To Do’ list. In response to the rising tide of credit card theft and fraud over the past few years, […]

Learn More November 12, 2015

Major Gift Fundraising For Smaller Organizations

Lots of time and money is spent on identifying success factors in major gift fundraising for large organizations. Very little on factors that make a big difference for smaller organizations. Until now. Amy Eisenstein, author of Major Gift Fundraising for Small Shops, has just released a study done in conjunction with Prof. Adrian Sargent, director of […]

Learn More November 10, 2015

Are Your Donors Losing Interest?

Most of the discussion that occurs around the sorry state of donor retention deals with failure on the part of nonprofits to even take notice of their situation. In some cases to even know what to measure, let alone understand how to respond in terms of organization-wide attitude and communication tactics. The underlying assumption is […]

Learn More November 9, 2015

The Fundraising Stupidity of ‘Free’ and Cheap

It never ceases to amaze me how stupid and cheap so many nonprofit CEOs, board members and, yes, even fundraisers can be. The consequences that spring from ignorance about the importance of investing in fundraising and a zealously misplaced focus on ‘cost savings’ yield horror and frustration for staff and almost always result in calamity […]

Learn More November 6, 2015

Fundraising Bravery

Sometimes Professor Adrian Sargeant can be a real pain in the ass. We should all be grateful. This week the mild mannered, empirical-evidence-please scholar and the author of the classic Building Donor Loyalty shed his Clark Kent persona and came out swinging against proposed regulatory efforts by the UK government to gag charities. Regulatory efforts aimed […]

Learn More October 28, 2015

Putting the Donor in Control of Fundraising

Much of what we fundraisers practice and preach will eventually be shown to be wrong or out of date. Sometimes, if we’re lucky, disturbing trends and startling events arise to speed up the re-evaluation and change process. Events like the imposition of new regulatory rules in the U.K. requiring charities to get donors’ permission to […]

Learn More October 26, 2015

Stop Driving Women Out of Fundraising

There are some questions that simply can’t be answered with words. Action is the only answer On so many levels a key — perhaps the key — question is how do we slow or stop the hemorrhaging of talented fundraisers — particularly women — at a time of desperate and growing need. Make no mistake. […]

Learn More October 22, 2015

Unsung Fundraising Heroes

I’m looking forward to speaking next week at the annual meeting of the Association of Advancement Services Professionals  because I want to personally thank these unsung heroes. These are the pros who gather, organize, manage and disseminate the information that is the backbone of solid and effective fundraising. Key activities too often ignored or paid short […]

Learn More October 20, 2015

Fundraising By Stereotype: The Quick Path To No Revenue

Editors’ Note:  Periodically we reference the wit and wisdom of Jeff Brooks over at FutureFundraisingNow and occasionally run a few snippets. Today we’re featuring an unabridged guest post by Jeff on the pitfalls of relying on myth and stereotype — sadly an all-too-common affliction with many fundraisers.  Roger and Tom   “How are we going to replace our dying donors?” […]

Learn More October 15, 2015

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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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