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Behavioral Science Posts

A Low Risk, High Reward Approach to Fundraising

In recent years we’ve tried to show how breakthroughs in research, particularly in behavioral science enable knowledgeable fundraisers to reap some mighty impressive rewards that come from a more in-depth understanding of “why” a particular donor gives (identity),  why different messages are required for different donors (personality/psychological profiles) and how these elements are used in […]

Learn More January 10, 2022

What Works Best: The Spoken or Written Word?

We know that all fundraising writing or speaking should be conversational and personal.  It should avoid long words, nouns, prepositions and adjectives that all make the copy feel dense.  But which approach works best? We’ve scored lots of copy and transcribed phone conversations that follow written scripts.  Neither has an inherent legup on being conversational […]

Learn More January 7, 2022

Corporate Political Giving: A Threat to Democracy or Just a Study in Hypocrisy

A year ago, following the January 6th mob attack on the Capitol we noted in Funding the Insurrection,  “Money in politics is a very powerful force. So is withholding it.” Back then we wondered how corporate donors and their political action committees (PACs) would react to those 147 Republicans who voted to overturn the election. […]

Learn More January 5, 2022

Getting the Damn Envelope Open: Part 2

Way back in 2020, which is at least 12 years ago in Covid time we wrote about the role of emotion to increase intention to open the envelope.  Intention is a necessary mental way-station to actual opening, it matters.  The more intent, the less likely there’s a gap between intention and doing. A few key […]

Learn More January 3, 2022

Words from Desmond Tutu to Guide Us in 2022

  “I wish I could shut up, but I can’t, and I won’t.”   “Don’t raise your voice. Improve your argument.” “We need to stop just pulling people out of the river. We need to go upstream and find out why they’re falling in.” “Hope is being able to see that there is light despite […]

Learn More December 31, 2021

Spoiler Alert: People Are Different

  So why do so many fundraisers ignore this reality and treat donors and prospects with the same one-size-fits-all approach? One reason is that far too many fundraisers know very little about their donors and refuse to invest the time and money in finding out more. Consequently, stuck in the belief that determining who the […]

Learn More December 29, 2021

Worth Repeating: Are You Doing “segmentation” or Segmentation?

EDITOR’S NOTE:  Right before the Christmas break Kevin posted on segmentation arguing that what most fundraisers call ‘segmentation” is little more than an impersonation of the real thing.  Nick Ellinger, our  former Comrade-in-Agitator took issue with Kevin. Their disagreement, as reflected in their comments, is worthy of further exploration. And since the original post was […]

Learn More December 27, 2021

Thank You and Merry Christmas

Your year’s about finished and we hope you get some rest and time to reflect on yet another year where “normal” seemed to be chopped and splattered by a Cuisinart of covid. conflict and confusion. Despite the chaos we saw so many good deeds prevail…creative alternatives accelerate ..and the loyalty and interest of Agitator readers abound. […]

Learn More December 25, 2021

Agitator’s Most Enduring Tradition

Whatever Covid-tested holiday parties you’re attending we hope when they’ve ended you’ll fall on your knees and sing along to The Agitator’s favorite carol. Once  again, for our 15th  Christmas Eve, and into our 16th year, we invite you to share our most enduring (only? ) Agitator tradition and  enjoy this unforgettable rendition of O Holy Night. As […]

Learn More December 24, 2021

Are You Doing “segmentation” or Segmentation?

For purposes of this post all versions of “segmentation” that include air quotes” ” and a lower case ‘s’ are not segmentation at all. Sadly, most versions of claimed Segmentation are really little more than the impersonating cousin named “segmentation”. None of the following is real Segmentation; Mailing the same thing to different audiences.  An […]

Learn More December 22, 2021

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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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