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Major donors

The two common threads of mid, major, monthly, and planning giving donors

As we’ve discussed, major donors are not born.  They are neither spontaneously generated nor conceived, immaculately or otherwise. Rather, they come from your existing donor file and supporter rolls.  And they exist at the intersection of high commitment to your cause, high ability to give, and high desire to give with a large gift. Neither […]

Learn More May 3, 2019

Understand Your Donors Based on Their Behaviours and Identity

‘If I’d asked my customers what they wanted they’d have said a faster horse.’ widely attributed to Henry Ford In our recent Supporter Journey White Paper, we talked about common insight traps that many fundraisers fall into when planning supporter journeys. We’ve all been seduced by the siren calls of personas, demographic profiling and typing […]

Learn More May 1, 2019

The Power of Wow!

A couple of years ago I had the pleasure of visiting Walt Disney World in Florida with my wife and (then) eight-year-old daughter. If I was to describe and score the day, with 10 being highest,  it would go something like Waking up super early and getting the kids into the car 5 Queuing for […]

Learn More April 29, 2019

Takeaways From the 2019 M+R Benchmarks Study

Yesterday, on the perfect date, M+R published its 2019 online benchmarking data; it’s well worth a read.  Some of the data that jumped out at us: Online giving was close to flat, only up 1%.  While this fits with the general “where am I going and why am I in this handbasket?” concerns about overall […]

Learn More April 26, 2019

Premature Exoneration

Nick’s selection of Game of Thrones to illustrate the importance of donor identity, prompts me to seize on the Barr-Trump Exoneration Victory Lap preceding public release of the Mueller Report to spotlight a much overlooked, but fundamentally important problem: the highly likely inaccuracy of address information in your donor list. “How accurate are the donor […]

Learn More April 24, 2019

Watch Your Donors Backwards

In my effort to consume Game of Thrones content pre-finale, I  stumbled across a wonderful, nutty, and wonderfully nutty experiment: someone who had never seen the show before watched all the episodes in reverse. At first, it’s superficially interesting: who is this person who jumped out a window?  Why did that church explode?  What happened […]

Learn More April 22, 2019

Creating Communities With a Purpose

I find it fascinating that so many commercial organisations are focussed on creating movements and communities. It is a huge threat to our organisations, as the boundaries between for-profit and non-profit become increasingly blurred. Think back to Nike’s advertisement with Colin Kaepernick last year. How many charities would’ve been brave enough to run such a […]

Learn More April 19, 2019

Donor Experience Requires Employee Experience

‘Culture eats strategy for breakfast’ – this oft used phrase has become a bit of a cliché, but it’s worth taking a moment to consider what it means. Put simply, you can have the best plan in the world, but if your organisation doesn’t have the people and processes to make it happen, then it’s […]

Learn More April 17, 2019

What’s Your Return on Experience?

“in addition to the traditional return on investment (ROI) metrics used to determine a company’s success, PwC believes it’s time to introduce another metric, one with a focus on customer experience…Measuring ‘return on experience’ (ROX), will help you understand your earnings on investments in the parts of your company directly related to how people interact […]

Learn More April 15, 2019

Speed Round: 7 Updates on 7 Issues

It’s spring, so it’s time for a bit of housecleaning.  Here are updates from the research, field, or my own fevered brain on the Agitator posts you know and love. The return on customer experience.  We talk a lot about the importance of donor experience.  In fact, Craig Linton, who you may know from Fundraising […]

Learn More April 12, 2019

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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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