Donor Relations Management Template

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Effective donor relations are essential for the success of any philanthropy director. This template helps you organize and prioritize interactions and tasks related to donor management, ensuring no important tasks are overlooked. From updating donor databases to planning appreciation events, this guide covers all aspects of donor relations.

By following this template, you can maintain healthy donor relationships, enhance donor engagement, and ultimately, support your organization's mission more effectively.

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Donor Relations Management for Priority Matrix

Donor Relations Management in Priority Matrix

Efficiently manage and prioritize tasks related to maintaining healthy donor relations.

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Proposed Tasks

Urgent and Important

  • Update Donor Database due in 1 day
    ☐ Ensure all contact information is current ☐ Add new donors to the database ☐ Remove inactive donors
  • Send Donation Thank You Letters due in 3 days
    ☐ Write personalized thank you letters ☐ Send letters to donors
  • Schedule Donor Meetings due in 1 week
    ☐ Identify key donors to meet with ☐ Schedule meetings

Important, Not Urgent

  • Plan Donor Appreciation Event due in 2 weeks
    ☐ Choose a date and venue ☐ Send invitations ☐ Plan event logistics
  • Create Donor Newsletter due in 1 month
    ☐ Write content about recent accomplishments ☐ Include updates on upcoming projects ☐ Add a spotlight on a major donor
  • Create Donor Recognition Program due in 2 months
    ☐ Develop criteria for recognition ☐ Create recognition materials

Urgent, Not Important

  • Analyze Donor Data due in 1 week
    ☐ Identify trends in donor behavior ☐ Segment donors based on donation amount ☐ Develop strategies to increase donor engagement
  • Develop Major Donor Strategy due in 2 months
    ☐ Identify potential major donors ☐ Create personalized engagement plans

Not Urgent, Not Important

  • Send Monthly Donor Update Email due in 3 days
    ☐ Write email content ☐ Send email to donor list
  • Update Donor Website Content due in 1 week
    ☐ Ensure all information is current ☐ Add new success stories