Donor Engagement & Prioritization Template

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Enhance your donor relations by effectively prioritizing engagement tasks based on importance and urgency. This template utilizes a Priority Matrix to ensure that high-priority donors receive the attention they deserve.

By following the steps outlined, you can improve donor satisfaction, increase donations, and build stronger relationships with your supporters. Perfect for non-profit organizations aiming to streamline their donor engagement strategies.

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Donor Engagement & Prioritization for Priority Matrix

Donor Engagement & Prioritization in Priority Matrix

Prioritize donor engagement tasks to maximize donations and support in the non-profit sector.

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Proposed Tasks

High Impact, Urgent

  • Arrange meeting with potential high-value donor (due in 2 days)
    ☐ Research donor's interests ☐ Prepare meeting agenda ☐ Confirm meeting logistics
  • Prepare quarterly donor report (due in 3 weeks)
    ☐ Collect donation data ☐ Analyze donation trends ☐ Write report draft ☐ Review and finalize report
  • Organize donor information session (due in 2 months)
    ☐ Prepare session content ☐ Arrange session logistics ☐ Invite donors

High Impact, Not Urgent

  • Develop long-term engagement plan for consistent donors (due in 1 month)
    ☐ Identify consistent donors ☐ Research donor preferences ☐ Create personalized engagement strategies
  • Conduct donor satisfaction survey (due in 3 months)
    ☐ Prepare survey questions ☐ Distribute survey to donors ☐ Analyze survey results
  • Review and update donor engagement strategy (due in 4 months)
    ☐ Evaluate current engagement levels ☐ Identify areas for improvement ☐ Update engagement strategy
  • Plan annual donor appreciation event (due in 6 months)
    ☐ Decide on event date and venue ☐ Plan event program ☐ Send out invitations

Low Impact, Urgent

  • Send thank-you letters to recent donors (due in 1 week)
    ☐ Compile list of recent donors ☐ Write personalized thank-you notes ☐ Mail out letters
  • Send out monthly donor newsletter (due in 1 week)
    ☐ Compile newsletter content ☐ Design newsletter layout ☐ Distribute newsletter

Low Impact, Not Urgent

  • Update donor database (due in 2 weeks)
    ☐ Review recent donations ☐ Update donor contact information ☐ Ensure database accuracy