Donor Interaction and Follow-Up Project Template

More non-profit templates

Maintaining good relationships with donors is crucial for non-profits. This template provides a comprehensive guide to managing and prioritizing donor interactions and follow-ups, ensuring that no communication is missed or delayed.

From establishing a donor database to holding appreciation events, this template covers all essential tasks to keep your donors engaged and appreciated.

Get this template on priority matrix

Donor Interaction and Follow-Up Project for Priority Matrix

Donor Interaction and Follow-Up Project in Priority Matrix

Manage and prioritize donor interactions to maintain strong relationships.

You can start using Donor Interaction and Follow-Up Project or other Non-Profit Project Templates with Priority Matrix in just a few steps:

  1. Click to sign in or create an account in the system
  2. Start adding your items to the matrix
  3. If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.


Proposed Tasks

Urgent and Important

  • Create Follow-Up Schedule
    ☐ Determine appropriate follow-up frequency ☐ Assign team members to specific donors
  • Establish Donor Database
    ☐ Identify all current donors ☐ Collect contact information ☐ Document past interactions

Important, Not Urgent

  • Initiate First Round of Follow-Ups
    ☐ Send out initial emails/calls ☐ Track responses
  • Train Team on Donor Interaction Protocol
    ☐ Develop interaction guidelines ☐ Hold training session

Urgent, Not Important

  • Review and Adjust Follow-Up Schedule
    ☐ Assess effectiveness of initial follow-ups ☐ Make necessary schedule adjustments
  • Send Thank You Letters to Donors
    ☐ Write personalized letters ☐ Mail letters

Not Urgent, Not Important

  • Hold Donor Appreciation Event
    ☐ Plan event details ☐ Send out invitations ☐ Host event
  • Maintain Regular Follow-Up Schedule
    ☐ Continue regular donor interactions ☐ Track all interactions