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Behavioral Science Posts

Speed Round: 7 Updates on 7 Issues

It’s spring, so it’s time for a bit of housecleaning.  Here are updates from the research, field, or my own fevered brain on the Agitator posts you know and love. The return on customer experience.  We talk a lot about the importance of donor experience.  In fact, Craig Linton, who you may know from Fundraising […]

Learn More April 12, 2019

A Fundraising Spring?

Like the early crocus poking its head through the wintry ground as Spring arrives in North America there are emerging signs of hope for our sector. I witnessed these signs first-hand on April 1stat AFPICon in San Antonio and I want to share them with you. Sign of Hope #1: At midnight on the 1stI  hit […]

Learn More April 5, 2019

April Fools’ Day 2019: Time to Get Serious

Usually we dedicate this first day of the fourth month to the perennial April Fools’ joke intended to remind us that amidst the pranks and laughter there’s usually a nugget of truth.  In the words of George Orwell the aim of the joke “is not to degrade the human being but to remind him that […]

Learn More April 1, 2019

Year-end Results: More Answers to “What Happened?”

Back in January, Roger cited M+R’s “What the Heck Just Happened?” post about subpar year-end results.  Now, M+R is back with answers in a preview of their always helpful benchmarks.  The full post is up here and is well worth a read.  Some answers to our burning questions: Did the tax law change mess things […]

Learn More March 4, 2019

Dick Pics and Mince Pie

Some days the competition for readers’ attention is just too steep. Like now,  where the story sucking up all the oxygen involves the wealthiest man in the world, a sleazy media company, possibly the President of the United States and the Saudis– and dick pics. Regardless, here at The Agitator we soldier on.  This week we’re going to examine the […]

Learn More February 11, 2019

The Easy Money is Gone: Overcoming Barriers to Growth

As I noted in the first  post of this series —The Easy Money is Gone— a smaller pie and more mouths to feed is a recipe for disaster. And yet, status quo thinking, and activity dominate within organizations. Fortunately, as reflected in the generous and thoughtful comments to that post there is optimism about the future […]

Learn More February 6, 2019

The Sex Life of Danes and Quid Pro Donor Information

Hopefully, you’re convinced.  You’ve seen you get better results when you know and prime your donors’ identities.  And you think that creating content for your donors can be a valuable way of acquiring new constituents. But there’s a question at the back of your mind: will people tell you what you want to know?  Will they […]

Learn More February 1, 2019

Segmenting By Lifetime Value

Different people are different. Wow.  That was a quick blog post.  Seth Godin, eat your heart out. “What’s that, Roger?”  You think we should talk through the implications of that pity declaration a bit more?  OK… Different people are different.  Likewise, different donors.  Donors vary by preference, channels, identities, and more.  Thus, Lifetime Values vary […]

Learn More January 30, 2019

Becoming a Lifetime Value Hedgehog

Isaiah Berlin grouped thinkers into: Hedgehogs: like the hedgehog that has one strategy – curl up into a ball – these thinkers have a single defining idea Foxes: those who go wide and employ a variety of strategies. Sixty-six years of debate later, there’s no definitive argument for which style is better.  What I’ll argue, […]

Learn More January 28, 2019

Poor Year-End Giving and Email Volume

Year-end giving was down (on average and especially online).  M+R has said it; PMX has said it; you may have seen it yourself. The 2018 year-end giving macroenvironment cocktail was something like: Government shutdown + Tax bill shifting donations from 2019 to 2018 + Democratic House balancing out some policies + Continued mail deliverability challenges […]

Learn More January 16, 2019

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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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