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Board Meeting Swipe File

Are You an ATM or a Fundraiser?

We don’t pay nearly enough attention to the issue of disrespect and the horrible price our sector pays for ignoring it or shrugging it off with a “well, that’s the way it is.” Disrespect runs rampant in the nonprofit world. We see it every day, reflected in the actions and attitudes of nonprofit boards, CEOs […]

Learn More October 6, 2017

Pareto was a wuss

Vilfredo Fedrico Damaso Pareto is best known now for the 80/20 rule. He originally said 80% of Italy’s land was owned by 20% of the population. Now this 80/20 rule is used in healthcare (20% of patients use 80% of resources), criminal justice (20% of criminals, 80% of crimes), income distribution, and so on. And […]

Learn More October 5, 2017

Gender, generation, or ideology: which segmentation is most valuable?

Segmentation’s goal should be to put similar groups together.  You might have a lapsed donor segment, because a male lapsed donor looks more like a female lapsed donor than he looks like a male active donor, for example. This came to mind when I was looking at NonProfit Tech for Good’s Data for Good.  This […]

Learn More September 28, 2017

Is the best donor information bought or told?

The TL;DR version: the best information is told.  It’s not bought from outside providers nor does it live in a transactional database. But I’m guessing you tuned in for something a bit more in-depth, so there are three big reasons why: The predictive ability of external data is spotty at best. I recently got done […]

Learn More September 21, 2017

Easy is better than hard

Easy things make brains happy.  Happy brains do the things we ask them to (like donate).  The easier something is, the more it convinces.  Simple stocks go up more; simple named people become president. We often forget this. So here’s a simple post about keeping it simple. (The hard data are in links.) Image credit: Boston […]

Learn More September 14, 2017

A Second Chance for Fundraisers

Relationship Fundraising is like teenage sex: Everyone talks about it, nobody really knows how to do it, everyone thinks everyone else is doing it, so everyone claims they are doing it too. Although I’m paraphrasing behavioral economist Dan Ariely’s take on “Big Data” the same insight applies to the much-touted, little-practiced concept of relationship fundraising. It’s […]

Learn More September 13, 2017

Getting your finance department to sign off on restricted giving

Allowing donors to restrict their gifts increases giving, even though very few donors choose to exercise the option. (see for example here and here)  This is partly because donors like control of things (see DonorVoice’s Dr. Kiki Koutmeridou discussion of how donor control can get people to opt in here) and partly because the ability […]

Learn More September 7, 2017

What Flood Waters Can’t Conceal

Like millions of folks a good deal of my attention over the past 10 days has focused on the rising waters and the flood of destruction and misery inflicted on the people and animals of Houston by Hurricane Harvey. As we await developments surrounding a potentially fresh disaster– Hurricane Irma now barreling toward the U.S. — […]

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Monthly Giving Part 3- The Great Recordkeeping and Payment Processing Barrier

There’s no question that solid recordkeeping and donor processing systems form an essential foundation for successful monthly giving programs. And, given today’s ready availability of off-the-shelf CRM software and flexible payment processors much-feared complexity of managing monthly giving programs is no longer a valid excuse for jumping in. Before I get to some of options […]

Learn More September 1, 2017

How to prevent donations using behavioral science

There are a bold few nonprofits who have decided they have enough donations.  Instead of using behavioral science to increase their donations, they are using it to dissuade people from donating. Let’s look at some of their tactics so that we might also lower donations (anonymized, of course, as I’ve donated to several of these […]

Learn More August 31, 2017

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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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