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Breaking Out of the Status Quo

Segmenting By Lifetime Value

Different people are different. Wow.  That was a quick blog post.  Seth Godin, eat your heart out. “What’s that, Roger?”  You think we should talk through the implications of that pity declaration a bit more?  OK… Different people are different.  Likewise, different donors.  Donors vary by preference, channels, identities, and more.  Thus, Lifetime Values vary […]

Learn More January 30, 2019

Becoming a Lifetime Value Hedgehog

Isaiah Berlin grouped thinkers into: Hedgehogs: like the hedgehog that has one strategy – curl up into a ball – these thinkers have a single defining idea Foxes: those who go wide and employ a variety of strategies. Sixty-six years of debate later, there’s no definitive argument for which style is better.  What I’ll argue, […]

Learn More January 28, 2019

4 Tips When Using Cognitive Biases

In the previous posts, we busted some myths and explained the risks of having a simplified view of biases. Taking both into account, I’ll close the week with 4 short recommendations. 1. Avoid “all or nothing” thinking. Don’t believe in the universal application of biases – don’t assume that an effect observed in one context will […]

Learn More January 25, 2019

4 Risks With the Simplified View of Biases

There seems to be an obsession with biases lately – everyone talks about them, tries to explain behavior with them and sees them everywhere around us. While acknowledging their contribution is important, considering biases as the one and only answer is dangerous. When examined solely through distinct biases, human behavior appears to be concrete and […]

Learn More January 23, 2019

Monthly Donors and Mystery Shopping

Over the past 10 days we’ve focused on what is generally thought to be diminished returns in 2018 year-end giving.  Some reasons why…  Issues around year-end email deliverability and the content of those emails…plus the problems caused by too much volume and too many reminder appeals. One area that deserves more attention than it’s usually given […]

Learn More January 18, 2019

Poor Year-End Giving and Email Volume

Year-end giving was down (on average and especially online).  M+R has said it; PMX has said it; you may have seen it yourself. The 2018 year-end giving macroenvironment cocktail was something like: Government shutdown + Tax bill shifting donations from 2019 to 2018 + Democratic House balancing out some policies + Continued mail deliverability challenges […]

Learn More January 16, 2019

Email Deliverability Part 2: The Impact of Mad Libs Fundraising

Let’s play Mad Libs to illustrate why many email appeals have a deliverability — and performance — problem. We will need: An urgency phrase, like “Act now”, “Ends at midnight”, “Last chance”, “The clock is ticking”, “Deadline”, etc A whole number between 2 to 5 inclusive A reference to what happens at New Year’s, like “the […]

Learn More January 14, 2019

Email Deliverability Part 1: Some Basics

If your Board, CEO or colleagues ask, “What’s the size of our email list?” they’re asking absolutely the wrong question. The question they—and you—should be asking is What’s the Level of Engagement of our email list?” If that “open rate” on your year-end email was 25% is it because 75% of the folks weren’t engaged […]

Learn More January 11, 2019

Poor Year-End Giving: Reasons or Excuses?

It’s clear from the moaning and groaning reaching our Agitator ears that, for many, year-end giving fell short of expectations and projections. Just how much off the mark? Results vary but overall the shortfall may be as much as 25% for some organizations.  For others there was no shortfall, and, in fact, 2018 year-end exceeded 2017 totals. […]

Learn More January 9, 2019

New Year, New Outlook

The fresh start effect means that now is a great time to take on new challenges or lean forward with a new outlook.  One of mine for the new year is that we fundraisers are in the business of saving lives. Sure, we know that important missions would go unfunded without our fundraising.  But I’m […]

Learn More January 7, 2019

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Ask A Behavioral Scientist

    Behavioral Science Q & A

    Q: As a designer who works with non-profits on fundraising strategy, I see the language like the following: “Our supporters help empower every girl, ensuring she has the resources she needs.” I do not think the word “help” is useful–I think “Our supporters empower every girl, ensuring she has the resources she needs. ” is much more engaging. Thoughts?

    Whether “help” is more engaging or not really depends on the framing and context. The word help can sometimes weaken the perceived agency of the supporter, making their role feel secondary rather than central (your point). On the other hand, help can also signal collaboration rather than implying full ownership of the outcome, which might […]

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    Q: We started offering a donor cover option last april 1. The data to date suggests this may be dampening giving.eg. those who say yes to donor cover have a lower average gift (based on analysis of 6000+ gifts). I’m wondering if those who give lower gifts feel more guilt and therefore say yes to donor cover or if the presence of donor cover is making people adjust (lower) their gift size to accommodate the extra 3%. Would love any insights you have.

    Great question! Here’s how behavioral science can help unpack what might be happening: Pain of Paying: Even a small extra charge can make giving feel more transactional than emotional, potentially reducing generosity. Fairness Concerns: Some donors might perceive donor cover as a surcharge rather than a contribution to the cause. If they feel the charity […]

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    Q: When writing an appeal, I waffle back and forth between writing “Your gift CAN…” or “Your gift WILL…” Any studies of which of these two words is best for an appeal?

    The choice between “Your gift CAN…” and “Your gift WILL…” taps into the psychological framing of certainty vs. possibility. Currently, there is no academic research directly comparing these two framings in charitable appeals. However, I suspect no framing is universally better—the outcome likely depends on your target audience and the campaign’s goal. Here are some thoughts: Certainty Framing – […]

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    Q: Do you have any insight on whether integrating an individual giving appeal with other comms from the charity in both appearance and messaging can uplift results? Or does the actual appeal become ‘lost’ for lack of stand-out?

    Integrating an individual giving appeal with other communications from a charity can have both positive and negative effects, and the outcome largely depends on how it’s executed. Advantages of Integration Brand Consistency: Maintaining a consistent appearance and messaging across all communications can reinforce the org’s brand identity and strengthen brand recognition and trust among your […]

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    Q: Is there any research on response rate impact in direct mail when referring to a sustainer gift as ongoing or recurring (catching all frequencies) v. monthly or annual?

    I’m not aware of any in-market tests specifically comparing recurring vs. gift frequency language. I suspect the answer might not be the same with all gift frequencies, nor with all people. It sounds like a great opportunity for you to test and find out what works for your audience. Based on the literature, here’s a couple […]

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    Q: A major conservation nonprofit sends me lots of mail, many of which have on the envelope “time to renew” or “2nd notice.” I find this practice deceptive, especially as I haven’t given to said organization since 1997. It must be effective or they wouldn’t do it. But is it ethical?

    Based on what we know from existing data, those renewal notices can actually be pretty effective in getting people to donate. They tap into our psychology – creating a sense of urgency, reminding us of past support, and using personalization to make the message hit home. They’re playing on our natural tendencies to feel obligated […]

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