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Your Awareness Problem and What to Do About It

All but the largest charity brands are mostly unknown by most people.  We all fish in the same pond for the same donors over and over.  And most fundraising professionals believe a dollar not spent on conversion is a dollar wasted. But how to break out of the doom loop of rising costs, lower performance […]

Learn More November 8, 2023

Do You Have a GoodHart?

Columbia University recently skyrocketed from #18 to #2 on the US News college rankings.  They spent lots of time and energy understanding the ranking metrics and methodology and then, they, well…lied. One of its own math professors confirmed as much.  Columbia claimed 96.5% full time faculty, real number more like 74%.  A 6:1 student to […]

Learn More November 6, 2023

Livng Dusday

Over the last two years we’ve collected 573 Giving Tuesday emails.  Here’s a lexical analysis that categorizes email subject lines and assigns Autonomy, Competence and Relatedness scores.  Why do those scores matter?  These are our core, psychological needs. If my brief interaction with your brand leaves me feeling need satisfied then you’ve created an internal […]

Learn More November 1, 2023

How Do Donors (Not) Open The Mail?

Like everyone, I’ve got a habitual, auto-pilot process for managing the physical mail. And since I, like many a reader, am on a million and one seed lists and donate to charities I receive a #$@% ton of charity mail. Plus, my family has what seems a daily supply of last-mile delivery from online, consumer […]

Learn More October 30, 2023

It Takes A (Personality) Village

The goal of diversity is better ___________.   There are lots of ways to fill in that blank; one option is business success. And there are lots of ways to define diversity, one of which is how we see the world, our innate traits.  This first bar chart shows companies broken out by number of […]

Learn More October 27, 2023

The Donor’s Experience Matters But Not Equally

Word of mouth is an interesting phenomenon because it’s inherently organic and somewhat unpredictable and impossible to turn off.  If you have an online presence you’ll get word of mouth whether you want it or not.  And even if you could erase your online presence, there’ll forever be ‘offline’ WOM. And while charities aren’t purpose […]

Learn More October 25, 2023

Is Your Direct Mail Funnel All Bookends?

We send out X pieces, Y people respond.  Done and dusted.  This isn’t a funnel, it’s two bookends and no books. You’re missing out on the stories, lessons, and nuances contained within the “books” in the middle – the donor behavior, preference and needs in these crucial steps. Here’s a much more complete mental model […]

Learn More October 20, 2023

What Happens When All the Paper Checks Are Gone?

There was a day when the last phone call was made by rotary dial.  Similarly, the last buggy manufactured, and the last VCR tape inserted. And someday is a day in the horizon when the last paper check will be written.  But we needn’t wait for that day as it’s already dawning and as European […]

Learn More October 18, 2023

Where’s the Donor In Your Test Design?

Most testing in our sector looks like this: Test Control Object : online form, letter, envelope Your idea to change the object Object stays same Let’s say your Object idea is to change the messaging by emphasizing the person being helped is hardworking and diligent. The message goal is avoiding people incorrectly assuming the beneficiary […]

Learn More October 13, 2023

Stop Testing If_____________

you assume everyone’s the same.  99.9% of tests are of this variety, the random nth, A/B test. Hidden in many “losing” test results is a test idea that worked for some and not others. Here are World Vision test results with prospective donors randomly split into the control (altruism) and test (self-interest). Nothing to see […]

Learn More October 11, 2023

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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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