Using behavioural science in trust fundraising

Photos: Eliott Reyna and (insert) STIL on Unsplash

This webpage is for trust fundraisers with three or more years’ experience. Beginners should use this page instead.

What is behavioural science?

We have looked at rhetorical techniques to persuade people. However, in the past century and a half, there have been a lot more insights into how people like to intuit things, that come up in behavioural psychology. An underlying idea is that it’s tiring trying to think everything out very logically. (One reason I haven’t worked full time as an assessor is because I’ve always wanted to have a completely clear, defensible, fair, logical reason for all my decisions and it’s extremely hard work!) People inevitably introduce short cuts, therefore – especially when they are making quick, more complex decisions in less familiar circumstances. (If you’re very experienced, though, your easy, intuitive thoughts can contain a lot of quality, just as a chess master spots excellent moves without even consciously thinking about it.)

Robert Cialdini, one of the leading experts, would give seven overarching themes:

  • People defer to experts
  • People follow the lead of others whom they see as like themselves
  • People want more of what there’s less of
  • People’s decisions follow from the state of mind they are in just before they decide
  • People like those who like them
  • People reciprocate
  • People like to align their behaviour with their clear past commitments

That’s not to say this is a completely unconscious process (leaving people ripe for manipulation, if you were so inclined!) Rather, it’s often about going with preferred behaviours.

A lot of people in the behavioural psychology field (not Cialdini, so much) would say that intuition is unpredictable and you shouldn’t just apply it if you can’t test it – which of course, we usually cannot. As such, I’d say it’s a potentially useful way of checking what experts in our field and common practice might suggest, rather than a reliable source of many great new insights.

As with emotion, these issues don’t apply when you are making a familiar, simple decisions. They are considerations more when people are doing something new, something complex, especially when they’re busy.

A presentation on trust fundraising and behavioural science

Behaviour techniques are about revealing more powerfully what’s already there, not “getting one over on the assessor”

An issue behind all of this is: what is appropriate? It’s about bringing through in a more powerful way what’s already there. There are a lot of reasons to say this:

  • As Cialdini argues, moving people and appealing to ways they like to think is about helping them go with their deeper values and preferences. If it’s not inherent in the situation, it’s inappropriate to be trying to use a particular behavioural technique.
  • From the standpoint of rhetoric, a great speaker is ‘a good man speaking well’ in Cicero’s phrase. Aristotle says that ‘Rhetoric that is true and just is naturally more excellent’. Academic Corbett reminds us how easily we can lose the listener’s/reader’s trust.
  • The trust may well see you’re doing, so it needs both to be and to seem appropriate. To give an example from behavioural science that psychological persuasion expert Cialdini uses: when you ask to buy someone a drink in a bar and they say yes, then they may indeed feel they should reciprocate by chatting to you as behavioural science predicts, but everyone also knows what’s going on. You’re bringing up in them a way that they prefer to act and they are often aware of that.
  • The experts using these kinds of approaches in our fields are doing so when it is more natural. So for example, Rob Woods the major donor, corporate and trusts consultant talks about reciprocal relationship techniques after the donor has given.
  • The Fundraising Code of Conduct says a lot about honesty in fundraising.

Further reading about behavioural science in decision making

I’m a fan of Dr Robert Cialdini, Regents’ Professor Emeritus of Psychology and Marketing at Arizona State University. He has written or co-authored several books, all of which are quite good and cover different specific influencing situations. He spent time in lots of sales roles and a fundraising team and you can tell. There are lots of YouTube videos, if you want to sample him that way first.

www.amazon.co.uk/Influence-Psychology-Robert-Cialdini-PhD/dp/006124189X

www.amazon.co.uk/Yes-50-Secrets-Science-Persuasion/dp/1846680166

www.amazon.co.uk/Small-Big-Changes-Spark-Influence/dp/1781252750

www.amazon.co.uk/Pre-Suasion-Revolutionary-Way-Influence-Persuade/dp/1501109790

www.youtube.com/watch?v=9gP_rv8VB-U

I should also mention Ross and Mahmood’s Change for Good, which has some good material in it. If you like behavioural economics-type influencing approaches, the classic text (which I found too long and dense) is Thinking Fast and Slow by Daniel Kahneman.