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Breaking Out of the Status Quo

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

4 Tips When Using Cognitive Biases

In the previous posts, we busted some myths and explained the risks of having a simplified view of biases. Taking both into account, I’ll close the week with 4 short recommendations. 1. Avoid “all or nothing” thinking. Don’t believe in the universal application of biases – don’t assume that an effect observed in one context will […]

Learn More January 25, 2019

4 Risks With the Simplified View of Biases

There seems to be an obsession with biases lately – everyone talks about them, tries to explain behavior with them and sees them everywhere around us. While acknowledging their contribution is important, considering biases as the one and only answer is dangerous. When examined solely through distinct biases, human behavior appears to be concrete and […]

Learn More January 23, 2019

Monthly Donors and Mystery Shopping

Over the past 10 days we’ve focused on what is generally thought to be diminished returns in 2018 year-end giving.  Some reasons why…  Issues around year-end email deliverability and the content of those emails…plus the problems caused by too much volume and too many reminder appeals. One area that deserves more attention than it’s usually given […]

Learn More January 18, 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

Email Deliverability Part 2: The Impact of Mad Libs Fundraising

Let’s play Mad Libs to illustrate why many email appeals have a deliverability — and performance — problem. We will need: An urgency phrase, like “Act now”, “Ends at midnight”, “Last chance”, “The clock is ticking”, “Deadline”, etc A whole number between 2 to 5 inclusive A reference to what happens at New Year’s, like “the […]

Learn More January 14, 2019

Email Deliverability Part 1: Some Basics

If your Board, CEO or colleagues ask, “What’s the size of our email list?” they’re asking absolutely the wrong question. The question they—and you—should be asking is What’s the Level of Engagement of our email list?” If that “open rate” on your year-end email was 25% is it because 75% of the folks weren’t engaged […]

Learn More January 11, 2019

Poor Year-End Giving: Reasons or Excuses?

It’s clear from the moaning and groaning reaching our Agitator ears that, for many, year-end giving fell short of expectations and projections. Just how much off the mark? Results vary but overall the shortfall may be as much as 25% for some organizations.  For others there was no shortfall, and, in fact, 2018 year-end exceeded 2017 totals. […]

Learn More January 9, 2019

New Year, New Outlook

The fresh start effect means that now is a great time to take on new challenges or lean forward with a new outlook.  One of mine for the new year is that we fundraisers are in the business of saving lives. Sure, we know that important missions would go unfunded without our fundraising.  But I’m […]

Learn More January 7, 2019

Popular Posts in 2018: Why I Hate the Donor Pyramid

First posted on June 27, 2018 All pyramids are lies: They have a dishonest scheme named after them. They will not keep your razor blades sharp or apples fresh. They messed up the four food groups. Maslow’s Hierarchy of Needs isn’t really true (there are fundamental needs, but there isn’t a hierarchy and people pursue […]

Learn More January 4, 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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