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Fundraising analytics / data

Predictive Signs of Future Giving

A fundamental belief held by most of us is that the more we know about prospects or donors the better we’re able to fashion a strategy for building relationships and hopefully winning or upgrading the size of their commitment. The wealth screening industry is built on that belief. What many folks may not understand as […]

Learn More September 4, 2015

American Cancer Society Flops

If bullshit were the new cure for cancer then the direct marketing staff and consultants of the American Cancer Society should win the Nobel Prize in Medicine hands down. That was pretty much the conclusion of dozens of Agitator readers who phoned, emailed and texted following their attendance at last week’s presentation at the DMANF New […]

Learn More August 10, 2015

We Require 2 Weeks Notice For Sudden Death

Last week, Phyllis Freedman, the gift planning specialist and just plain savvy fundraiser, asked in her blog, What’s Wrong With This Picture? The question — and far more importantly, the answer — deserves everyone’s immediate attention, but especially those working in planned giving. A gift planner had asked for advice based on these facts.  Years […]

Learn More March 4, 2014

Fundraising Land Grab

On Valentine’s Day, it’s fitting that The Agitator focus on fundraising’s equivalent of the ‘going steady’ relationship — the sustaining, committed or monthly giving donor. Chuck Longfield, founder of Target Analytics and chief scientist at Blackbaud, is one of my favorite fundraising analysts and observers. He preaches a lot about retention and how monthly giving […]

Learn More February 14, 2014

Boomer Bonanza … Deferred

In 2014, the last of the Baby Boomers turn 50 — Jeff Bezos, Russell Crowe, Nicholas Cage (it’s his birthday today), Michele Obama, Sandra Bullock, Stephen Colbert, Lenny Kravitz, Courtney Love, Barry Bonds, Melinda Gates, Susan Rice, Don Cheadle, and of course the eternally-50 Roger Craver. A good crew. They will be the last to […]

Learn More January 7, 2014

Walk In The Donor’s Shoes

Editor’s Note:  This guest post by international fundraiser Francesco Ambroghetti was triggered by our piece, Your Call Is Important To Us. Please Continue To Hold. At last month’s International Fundraising Conference in the Netherlands, participants in a Master Class made calls and online visits to a variety of charities posing as donors attempting to make […]

Learn More November 7, 2013

Is The Fed Wrecking Your Fundraising?

Kelly Browning, CEO of the American Institute for Cancer Research, possesses an abundance of the one trait I value most in fundraisers and nonprofit executives — curiosity. Seldom does any significant fundraising conference or nonprofit gathering take place that Kelly’s not sitting in as many sessions and asking as many questions as is humanly possible. […]

Learn More June 27, 2013

Stop Mailing! Don’t Stop Mailing!

Here’s a perennial debate that occurs in nonprofits that are large enough to have separate programs (staffs, bureacracies, silos) for direct response versus major gift solicitation … When should the ‘peanuts’ crew — the staff that generate those $25, $50, $100 contributions — give way to the ‘plums’ people — the major gift officers who […]

Learn More May 3, 2013

Don’t Blame The Boomers … It’s Our Fault

Lately, when I’ve written about fundraising and Boomers, Kn Moy, the ‘innovation strategy’ guy at Masterworks has responded with excellent commentary and data (as he did here back in January). Kn thinks heaps about ‘generational fundraising’ for his agency. Here are his excellent comments on my post of yesterday, Boomers: Boom Or Bust?, expressing my […]

Learn More March 21, 2013

Planned Giving Research Insights

The Stelter Company has reported on its recent survey research (phone survey targeting age 40+ donors) regarding planned giving. Some findings from their report — What Makes Them Give? (registration required to download): Fully 60% of ‘best prospects’ are age 40-54. 20% of current planned givers say they had been donating to the nonprofit for […]

Learn More October 4, 2012

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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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