Donor Interaction & Follow-up Management Template

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Keep track of all interactions with donors and prioritize follow-ups with this comprehensive template. Maintaining strong relationships with donors is essential for successful fundraising, and this template ensures you never miss a crucial follow-up.

With tasks ranging from preparing personalized thank you notes to planning donor appreciation events, this template helps you stay organized and focused on building lasting donor relationships.

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Donor Interaction & Follow-up Management for Priority Matrix

Donor Interaction & Follow-up Management in Priority Matrix

Efficiently manage donor interactions and ensure timely follow-ups to maintain strong relationships.

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Proposed Tasks

Critical Follow-ups

  • Task 1: Follow-up with high-value donors (due in 2 days)
    ☐ Prepare personalized thank you notes ☐ Plan for future engagement
  • Task 7: Follow-up with lapsed donors (due in 4 days)
    ☐ Identify lapsed donors ☐ Plan re-engagement strategy
  • Task 6: Evaluate donor feedback (due in 3 weeks)
    ☐ Collect feedback ☐ Analyze feedback

Donor Relationship Building

  • Task 2: Schedule meetings with potential donors (due in 1 week)
    ☐ Identify potential donors ☐ Prepare meeting agenda
  • Task 8: Conduct donor satisfaction survey (due in 2 weeks)
    ☐ Prepare survey ☐ Distribute survey
  • Task 5: Plan donor appreciation event (due in 1 month)
    ☐ Decide event details ☐ Send out invitations
  • Task 10: Plan next fundraising campaign (due in 6 weeks)
    ☐ Set campaign goals ☐ Develop campaign strategy

Donor Database Maintenance

  • Task 3: Update donor database (due in 3 days)
    ☐ Input new donor information ☐ Update existing donor profiles

Additional Tasks

  • Task 4: Prepare monthly donor newsletter (due in 2 weeks)
    ☐ Compile donor updates ☐ Design newsletter layout
  • Task 9: Prepare annual donor report (due in 1 month)
    ☐ Collect donation data ☐ Write report