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Behavioral Science Posts

To Nudge or Nudge?

Every single test should have both theory and evidence as its basis.  You could test a brown kraft envelope vs the plain white control, and then find some theory of human behavior that justifies this test. But, if you start with the theory, you may discover a better test idea. Why do people give? Social […]

Learn More July 10, 2020

Great Monthly Giving Is In The Details

In the midst of all our ranting, pontificating and advice-giving it’s easy to overlook the fundamental importance of paying attention to details.  “So mundane” …” So below my pay grade” …” So what?” Everyone reading this knows down deep that indeed details do matter. And, if we’re going to succeed we have to make the […]

Learn More July 8, 2020

Identity and Need Satisfaction (should) go hand in hand

I’m a Canadian. A behavioral scientist. A fan of the Pittsburgh Penguins. A husband. The son of a parent afflicted with cancer. These are some examples of the identities I hold. Identities refer to important social roles, relationships, attitudes, and passions that people use to describe themselves. Everyone has various identities that are more or […]

Learn More July 6, 2020

On Stopping Hate for Profit

Just a week ago Mark Zuckerberg, who controls the social media sludge and sewage operation known as Facebook, held a call with advertisers where, according to The New York Times  he struck a “defiant tone” as “he discussed the importance of freedom of speech and stressed his company would not bow to pressure on its […]

Learn More July 3, 2020

Dealing with Doubts About Legacy Giving in a Pandemic and Depression

Back in April, as the coronavirus pandemic was heating up,  we raised some questions posed by many nonprofit board and fundraisers. Put bluntly the question, in its basest form was, “Should we be asking for legacy gifts right now, before the virus gets our donors?” We noted that a solid set of answers could be […]

Learn More July 1, 2020

Embarrassed by Death. Educated by Hot Pants

“More than $1.4 billion in stimulus checks went to dead people, the Government Accountability Office said.” When I saw that headline in yesterday’s New York Times it was instantly clear to me that clearly the Trump administration is not using The Agitator Toolbox.. Let me explain. Seems like in the rush to inject money into […]

Learn More June 26, 2020

Whack-A-Mole Pandemic Effects and Results

In a seemingly breathless but not surprising headline — “Giving Plunges 6% in First Quarter, Signaling $25 Billion in Lost Revenue for Nonprofits“– the Chronicle of Philanthropy announced the release of the 2020 1st Quarter Fundraising Effectiveness Report (FEP) noting a decline in individual giving in March. Not a pretty picture. But, optimism  continued to rule […]

Learn More June 24, 2020

The Theory of Giving : A Fundraiser’s North Star

Since last Wednesday’s post announcing the 2020 Pilot Study to determine how drivers of giving – Identity, Personality, Quality of Motivation, Commitment and Satisfaction –impact giving and how you put this information to practical use Agitator readers have expressed significant interest and participation. To briefly recap, you’ll recall that this DonorVoice research project—global in scope—aims […]

Learn More June 22, 2020

Celebrating Juneteenth

Today, June 19th, is Juneteenth, a holiday commemorating the end of slavery in the United States. It’s an official holiday in 47 states and should be a national holiday all across America. African-Americans have celebrated it since June 19th,  1865,  when more than 250,000 enslaved people in Texas learned from a Union army general that […]

Learn More June 19, 2020

Pandemic Accelerant

The most frequent topic at Agitator editorial meetings in recent weeks has centered on the question “What does this pandemic mean for the future of fundraising?” More specifically, what should we be doing to help organizations prepare for what all of us here believe will be a long, slow, multi-year recovery that could have us […]

Learn More June 17, 2020

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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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