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Behavioral Science Posts

Donor Autonomy on Steroids

Is there such a thing as giving too much control to donors? The sector generally operates as though donor control is bad at worst and undesirable at best    This sector norm is reflected in many conventional practices:  not publishing or promoting or making clear how donors names will be sold  eight ways to Sunday […]

Learn More February 26, 2021

TESTING: Best Practices-Part 2

It may well be time for you to break the “test only one thing at a time” rule.  This is especially true if you’re trying to move from local improvement to a globally significant breakthrough as covered in Kevin’s earlier post (Locally or Globally?) Perhaps you’ll want to do some message testing on donor Identity…or […]

Learn More February 10, 2021

TESTING: Best Practices- Part 1

In his post Locally or Globally Kevin emphasized the importance of testing that gets you beyond the usual confines of the “locally optimized” (same old, familiar, more of the same) to a ‘globally optimized” (a true re-think of what you’re testing) world of testing. Over the years we’ve written a lot about testing practices and […]

Learn More February 5, 2021

Locally or Globally?

Part of me would prefer this post be about “all politics are local”,  or “to think globally, act locally”,  or some other bumper sticker phraseology.  Alas, it’s about a theoretical and practical problem that won’t neatly fit on your bumper. What if your best practice, or your best statistical model,  or your best appeal,  or […]

Learn More February 3, 2021

A Missing Ingredient To Raising More Money – Donor Personality

Imagine running a digital ad or doing a list select for the mail and only being able to select a single attribute or audience parameter – e.g. age, geography, political affiliation. My bet is most fundraisers would probably choose an attribute from  Facebook or Google or a data co-op that indicated past charitable behavior. Now, […]

Learn More October 26, 2020

How Do You Get Conservatives to Care As Much as Liberals About the Environment?  

Answer: message to them differently. More specifically, conservatives and liberals can see themselves as equally moral (Identity) but for very different reasons.  Much like there is a Big 5 of Personality that is trait-based and predictive of attitudes and beliefs (and in turn, behavior), there is another Big 5 in Morality that, not surprisingly, has […]

Learn More September 25, 2020

Seize This Digital Day

The Agitator firmly believes that as the economic and psychological pandemic fallout grows deeper and darker, so grows the need for greater and greater understanding and use of evidence-based testing and research. This is especially true in all things digital.   If ever there were a time for disciplined testing, reporting and sharing of online fundraising […]

Learn More September 18, 2020

Cluster F****: Part Two

Our initial, Cluster F*** post wasn’t written with a sequel in mind but today’s example presented itself and thus a sequel was born. The most important part of the prior post and of this one as well is that the variables chosen to create these statistical clusters are all-important in creating (or avoiding) the garbage […]

Learn More September 16, 2020

If Money Were a Person

Stop me if you’ve heard this one.  A dollar bill walks into a bar… Anthropomorphism, that mouthful of a word with onomatopoeia (now we’re just doing a weird flex, Google it) like qualities is when we imbue objects or animals with human qualities. You know,  like The Little Engine Who Could or Winnie the Pooh […]

Learn More August 26, 2020

The “Intention to Give” Giving Gap

There is an entire field of study, decades old, focused on the relationship between intention to do something and doing it – intended behavior vs. actual behavior. This is far more involved and practical than the too simplistic and quite misleading adage that  ‘people don’t do what they say’.  In fact, the intention to do […]

Learn More August 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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