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Behavioral Science Posts

A Closer Look at the Big Five and Personalized Persuasion

My last post introduced the “Big Five” or “Five-Factor” model of personality traits and offered a glimpse of the way personality insights can be useful for donor segmentation and campaign messaging. We’re sticking with these topics in this post but going a little deeper. A Brief History of the Big Five I want to first […]

Learn More March 18, 2020

The Bigger World of Behavioral Science

In his Agitator debut our new expert on supporter motivation explains why the time has come for nonprofits to more fully access the psychological insights and tools available to them and maximize their fundraising potential. Traditionally, “motivation” has been seen as an attribute that varied only by amount: folks can be either more or less […]

Learn More March 4, 2020

Does Hand Size Predict Fundraising Success?

A belief, once firmly held, is hard to change, even when the evidence and data overwhelmingly refute that belief. Take male hand size.   We all know it correlates with…lower fumble rate among NFL Quarterbacks (why, what were you thinking?) Every year at this time the NFL evaluates college players and their pro worthiness with something […]

Learn More March 2, 2020

Getting More From Digital: Donor Conversion

In an earlier post announcing release of the Blackbaud Institute’s of the 2019 Charitable Giving Report I noted that the growth in online giving was up +6.8% compared to just 1% growth for offline in 2019. Fearing this statistic might spur some readers (or more likely their board members or CEOs) to rush off and […]

Learn More February 28, 2020

Just Released: Blackbaud Institute’s 2019 Charitable Giving Report

The Blackbaud Institute has just released The 2019 Charitable Giving Report . It is not only vastly improved over previous editions but sounds an optimistic note in the cacophony of fundraising prognostications that often sound more like a dirge than a paen to progress. This year’s Report includes giving data from 8,210 nonprofit organizations representing […]

Learn More February 24, 2020

Cluster Analysis or Cluster F***k?

Don’t shoot the profane messenger.  If you ever think about or talk about or actually perform donor segmentation, you’ll want to read this post about a statistical technique called cluster analysis. It is time to sound a warning bell for what might be a largely unnoticed, but no less severe,  epidemic of shoddy cluster analysis […]

Learn More February 19, 2020

The Key To Curing Your Fundraising Ailments

Retention concerns?  Privacy concerns?  Opt-out/opt-in concerns?  Regulatory concerns?  Making content relevant concerns? All of these concerns can be effectively addressed—and solved whether you’re in a small organization or a large one– by First Party Data and it’s little known sibling Zero Party Data. Too good to be true?  Nope.  What we’re going to cover in […]

Learn More February 10, 2020

What Is Important to Your Donors? How Do You Know?- Part 3 of 3 on Donor Surveys

Consider this hypothetical but quite illustrative example of what many organizations (and the vendors conducting the work) might do to measure importance. Survey Question:  Non-Profit X engages in the following activities.  Please rate each based on their importance to you, with “0” being not at all important and “10” being extremely important. Providing clean water […]

Learn More February 7, 2020

Survey Question Design 101- Part 2 of 3 on Donor Surveys

A caveat upfront: Our view is that survey research, especially questionnaire design and analysis is not art but science. This means it is not a subjective interpretation of what is and is not good design and analysis.  There are rules from the social sciences and the statistical sciences.  Violations are sometimes subtle, sometimes egregious.  The […]

Learn More February 5, 2020

Facts and Myths of Donor Surveys- Part 1 of 3 on Donor Surveys

“The only research you can trust is actual response to real  fundraising.  Surveys can reveal interesting and useful information. But they are no good at uncovering donors’ real motivations. The only way to know that is watching what they do.”   That quote comes from a well-known blogger in the fundraising space.  What it lacks in accuracy […]

Learn More February 3, 2020

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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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