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Breaking Out of the Status Quo

Freeing Monthly Donor Hostages: Survey Results

In Can Your Monthly Donors Be Held Hostage? we alerted readers that many organizations attempting to switch CRMs or payment processors—or both—are shocked and surprised when the vendor they want to leave refuses to transfer their monthly donors’ credit card or other payment data to the new vendor. Data hostage-taking! We ran an Agitator Survey to get […]

Learn More May 31, 2018

Consent Dies in Your Inbox. But There’s Hope.

Let me guess. This month, your inbox looks more or less like mine below. Your turn to guess. How many of these did I give my consent to? How many did I read or even open? My work relates closely to GDPR. Yet I didn’t bother with any of these. As a sector we’ve been […]

Learn More May 25, 2018

Can Your Monthly Donors Be Held Hostage?

If you care about the future of your monthly giving program I urge you to take 2 minutes and complete this confidential Agitator Survey. Here’s why. As technology changes and competition increases,  many organizations are switching CRM database vendors and credit card payment processors. SURPRISE!  Many organizations making this switch are discovering to their shock […]

Learn More May 21, 2018

Cause Connection: A Simple, Underused Donor Identity

The last two days have covered two examples of health charities that have increased their revenues by differentiating based on cause connection.  That is, they looked differently at those who either had the disease they are working to abate or had been treated by their facility and those who didn’t have this type of cause […]

Learn More May 18, 2018

Generating Leads By Combining Identity and Programmatic Outreach

The natural assumption is that most donors to the American Hangnail Society either have hangnails or care about someone who does. Yes, as you can tell, we are anonymizing a disease-focused charity.  There is not, to my knowledge, an American Hangnail Society (AHS).  (Yet; I’m eagerly awaiting the DRTV spots with dreadful looking cuticle beds.) […]

Learn More May 17, 2018

Channel vs. Identity: Two Go In; One Comes Out

The words we use shape our thinking.  A recent study, for example, showed you can change how people want to stop crime by how you describe it (by more than the divide between Democrats and Republicans). If crime is a “beast preying” on the city, you want more punitive crackdowns.  If it’s a “virus infecting” […]

Learn More May 16, 2018

When Have You Acquired a Donor?

When you received their donation, right?  Once you have their sweet sweet cheddar in your bank account, the person has made a donation.  Thus they are a donor.  They have been acquired.  Q.E.D.  On to the next blog post. But let’s consider this in reverse.  You go to a new restaurant.  It’s so horrid you […]

Learn More May 4, 2018

Breaking Down Your Acquisition Silos

You can spend money on anything. That’s why it’s called money. Economists call this fungibility, which has nothing to do with mushrooms.  It has everything to do with how a dollar can be used for rent or food or entertainment or whatever. In our minds, though, we hate fungibility.  People have sophisticated mental jars of […]

Learn More May 3, 2018

Confucius on Fundraising Tech Tools

The other day I received an email from the admirably and voraciously curious Simone Joyaux attaching the 2018 Global NGO Technology Report  listing the “10 Most Effective Tools” for online use by nonprofits around the world. Simone asked: “Do you believe the nonprofits are “correct”?  Or, are theser nonprofits thinking stuff is good but they don’t actually know […]

Learn More April 17, 2018

Direct Mail is not Yet Dead

We’ve had some fun this week, talking about blockchains and voice-recognition systems and such.  None of this matters if you can’t block and tackle with mail. That’s right, mail isn’t dead.  And I know you know it isn’t dead.  But from some recent discussions with Agitator Nation members, not all our bosses and board members […]

Learn More April 13, 2018

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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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