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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: As a designer who works with non-profits on fundraising strategy, I see the language like the following: “Our supporters help empower every girl, ensuring she has the resources she needs.” I do not think the word “help” is useful–I think “Our supporters empower every girl, ensuring she has the resources she needs. ” is much more engaging. Thoughts?

    Whether “help” is more engaging or not really depends on the framing and context. The word help can sometimes weaken the perceived agency of the supporter, making their role feel secondary rather than central (your point). On the other hand, help can also signal collaboration rather than implying full ownership of the outcome, which might […]

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    Q: We started offering a donor cover option last april 1. The data to date suggests this may be dampening giving.eg. those who say yes to donor cover have a lower average gift (based on analysis of 6000+ gifts). I’m wondering if those who give lower gifts feel more guilt and therefore say yes to donor cover or if the presence of donor cover is making people adjust (lower) their gift size to accommodate the extra 3%. Would love any insights you have.

    Great question! Here’s how behavioral science can help unpack what might be happening: Pain of Paying: Even a small extra charge can make giving feel more transactional than emotional, potentially reducing generosity. Fairness Concerns: Some donors might perceive donor cover as a surcharge rather than a contribution to the cause. If they feel the charity […]

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    Q: When writing an appeal, I waffle back and forth between writing “Your gift CAN…” or “Your gift WILL…” Any studies of which of these two words is best for an appeal?

    The choice between “Your gift CAN…” and “Your gift WILL…” taps into the psychological framing of certainty vs. possibility. Currently, there is no academic research directly comparing these two framings in charitable appeals. However, I suspect no framing is universally better—the outcome likely depends on your target audience and the campaign’s goal. Here are some thoughts: Certainty Framing – […]

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    Q: Do you have any insight on whether integrating an individual giving appeal with other comms from the charity in both appearance and messaging can uplift results? Or does the actual appeal become ‘lost’ for lack of stand-out?

    Integrating an individual giving appeal with other communications from a charity can have both positive and negative effects, and the outcome largely depends on how it’s executed. Advantages of Integration Brand Consistency: Maintaining a consistent appearance and messaging across all communications can reinforce the org’s brand identity and strengthen brand recognition and trust among your […]

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    Q: Is there any research on response rate impact in direct mail when referring to a sustainer gift as ongoing or recurring (catching all frequencies) v. monthly or annual?

    I’m not aware of any in-market tests specifically comparing recurring vs. gift frequency language. I suspect the answer might not be the same with all gift frequencies, nor with all people. It sounds like a great opportunity for you to test and find out what works for your audience. Based on the literature, here’s a couple […]

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    Q: A major conservation nonprofit sends me lots of mail, many of which have on the envelope “time to renew” or “2nd notice.” I find this practice deceptive, especially as I haven’t given to said organization since 1997. It must be effective or they wouldn’t do it. But is it ethical?

    Based on what we know from existing data, those renewal notices can actually be pretty effective in getting people to donate. They tap into our psychology – creating a sense of urgency, reminding us of past support, and using personalization to make the message hit home. They’re playing on our natural tendencies to feel obligated […]

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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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