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Board Meeting Swipe File

Opt In vs Opt Out: The ‘Make or Break’ Decision In The UK And EU

Here’s a question for fundraisers in the UK and the European Union:  Would you rather lose 50% or 85% of your donor base? That’s the essence of what’s at stake as fundraisers stand on the tracks staring at the fast approaching train of new regulations on donor data protection that go into effect May 2018. […]

Learn More March 24, 2017

Another Nugget From The Lapsed Donor Mine

We’ve recently had some very informative Agitator posts and commentary from practitioners regarding best approaches to lapsed donors. I don’t want those insights to get lost in the summer doldrums. Start here to review. In particular, I want to draw attention to the Comment of Chip Heartfield, who thankfully shared some hard data on the bequest […]

Learn More September 8, 2016

More Gold For The Lapsed Donor Mine

In yesterday’s Neglected Gold Mine of Lapsed Donors  I closed with two questions: What are you doing to find out why your donors are leaving? And what are you doing to get them back? Although no one responded to the ‘why’ question, three experienced veterans and pros were the first to respond to the ‘what’ […]

Learn More August 30, 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

Donor Age … Does It Matter?

I mean, beyond ‘ripeness’ for soliciting bequests (and even here, one could argue it’s never too early to plant and nurture the seed). I mean in your day-to-day communications to and stewardship of your active donors. My question is triggered by two Abila reports — one released, one teased at the current AFP conference and […]

Learn More March 23, 2016

Fundraising Miracle

Short-term thinking is by far the greatest enemy of effective fundraising. Signs of this noxious enemy abound. Boards and CFOs afraid to make an acquisition spend that can’t be recovered in a year  — or less. CEOs who won’t invest in skill-building and continuing education for fundraising staffs. Fundraisers who persist in using metrics like […]

Learn More March 9, 2016

Elizabeth Verdow Says ‘Thank You’

Last week, Roger kicked off our acquisition ‘offensive’ for the year by focusing first on bringing the right mindset to the acquisition challenge. And that’s an investment mindset, based on understanding the lifetime value of your typical donor. Of course it’s prudent to base your LTV calculations on the typical donor and set your prospecting […]

Learn More January 18, 2016

Smart Priorities For 2016

In a recent post I reminded Agitator readers of Roger’s top ‘To Do’ item for any fundraiser in any new year — keep educating yourself. One of the easiest ways is to sign up for some of the blogs and e-newsletters proffered by your fundraising colleagues. We include a heap of good sources on our […]

Learn More January 13, 2016

Best Of The Agitator – 2015 – Trends and Predictions

Here’s our wrap-up of the most read and shared Agitator posts of 2015. From the resurgence of direct mail to a direct mail flop, with trends and predictions for the future of fundraising in between, the tastes of Agitator readers proved to be far-ranging. Arguably there are plenty of other posts just as good, but hey, […]

Learn More December 28, 2015

Insight Into Donor-Advised Giving

Hats off to Schwab for providing valuable insight into the giving behavior of their donor-advised fund customers. Schwab has released a report providing giving data both since inception of their fund in 1999 and greater detail on fiscal year 2015. Because donor funds are invested by Schwab, it’s nice to see that, since inception, donor funds held in […]

Learn More October 9, 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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