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Breaking Out of the Status Quo

Freeing Monthly Donor Hostages: Survey Results

In Can Your Monthly Donors Be Held Hostage? we alerted readers that many organizations attempting to switch CRMs or payment processors—or both—are shocked and surprised when the vendor they want to leave refuses to transfer their monthly donors’ credit card or other payment data to the new vendor. Data hostage-taking! We ran an Agitator Survey to get […]

Learn More May 31, 2018

Don’t Forget the Fundraiser’s Most Basic Tool

Most of us spend so much time focusing on the latest research, the latest book, reports of the latest dynamite campaign that we lose sight of the basic tasks  essential for long-term success. The result of ignoring these mundane, seemingly boring tasks and sub-tasks is often disastrous. For example, tomorrow we’ll post the results of an […]

Learn More May 30, 2018

Consent Dies in Your Inbox. But There’s Hope.

Let me guess. This month, your inbox looks more or less like mine below. Your turn to guess. How many of these did I give my consent to? How many did I read or even open? My work relates closely to GDPR. Yet I didn’t bother with any of these. As a sector we’ve been […]

Learn More May 25, 2018

Say, who’s the barber here?

There’s a great 1977 Saturday Night Live skit with Steve Martin (transcript here; video here) called Theodoric of York, Medieval Barber.  The basic joke of the skit is that regardless of the malady his patient suffers from, Theodoric bleeds the patient (even if the condition is that s/he has been bled too much).  When questioned, […]

Learn More May 24, 2018

Agitator Cliff Notes: “Hacking Marketing”

This time, I’m going with a non-fundraising book: Hacking Marketing  by Scott Brinker of Chief Marketing Technologist fame. The idea is how to take the lessons from the agile software development movement and apply them to more traditional marketing. In the book, Scott espouses agile marketing values of: Individuals and interactions over processes and tools Responding to […]

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Agitator Cliff Notes: “The Why Axis”

Next up is The Why Axis, by Uri Gneezy and John List, two of the community of economists who work on charitable giving. Roger had already covered one item I had noted back in 2013: that 1:1 matches work just as well as 2:1 or 3:1 matches.  And I talked about how people give more […]

Learn More May 23, 2018

Agitator Cliff Notes: “Data Driven Nonprofits”

I have a confession to make. I still dog-ear pages. Yes, this goes against my former-library-employee training.  No, I don’t leave books open so it breaks their poor spine; I’m not a total monster.  Yes, I know I can take pictures of the pages and put them on Evernote or Pocket now.  Yes, I can […]

Learn More May 22, 2018

Can Your Monthly Donors Be Held Hostage?

If you care about the future of your monthly giving program I urge you to take 2 minutes and complete this confidential Agitator Survey. Here’s why. As technology changes and competition increases,  many organizations are switching CRM database vendors and credit card payment processors. SURPRISE!  Many organizations making this switch are discovering to their shock […]

Learn More May 21, 2018

Cause Connection: A Simple, Underused Donor Identity

The last two days have covered two examples of health charities that have increased their revenues by differentiating based on cause connection.  That is, they looked differently at those who either had the disease they are working to abate or had been treated by their facility and those who didn’t have this type of cause […]

Learn More May 18, 2018

Would you hire your nonprofit?

Marketing professor Theodore Levitt once remarked that “People don’t want to buy a quarter-inch drill. They want a quarter-inch hole.”  The idea is that you need to sell results, not the product or features. This is why nonprofit marketing gurus talk about having a “you” focus in your nonprofit.  When you are talking about your […]

Learn More May 17, 2018

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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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