Fundraising Campaign Management Template

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Managing fundraising campaigns is crucial for the success of non-profit organizations. This template helps Marketing Directors prioritize tasks and manage events effectively, ensuring that nothing falls through the cracks.

From setting campaign goals to thanking donors and volunteers, this step-by-step guide covers all essential tasks to run a successful fundraising campaign.

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Fundraising Campaign Management for Priority Matrix

Fundraising Campaign Management in Priority Matrix

Prioritize and manage tasks for successful fundraising campaigns in non-profit organizations.

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Proposed Tasks

High Impact, Urgent

  • Finalize Campaign Goal and Timeline - due in 1 week
    ☐ Identify fundraising target ☐ Set campaign timeline
  • Create Campaign Messaging - due in 2 weeks
    ☐ Develop key campaign messages ☐ Identify target audience
  • Launch Campaign - due in 5 weeks
    ☐ Send out campaign announcement ☐ Host launch event
  • Conduct Donor Outreach - due in 6 weeks
    ☐ Mail donor letters ☐ Make donor phone calls
  • Host Campaign Close Event - due in 13 weeks
    ☐ Prepare event venue ☐ Conduct event
  • Evaluate Campaign Success - due in 14 weeks
    ☐ Analyze campaign results ☐ Prepare campaign report

High Impact, Not Urgent

  • Develop Marketing Materials - due in 3 weeks
    ☐ Design campaign brochure ☐ Create campaign webpage
  • Plan Campaign Launch Event - due in 4 weeks
    ☐ Identify venue ☐ Plan event agenda
  • Track Campaign Progress - due in 7 weeks
    ☐ Update campaign progress chart ☐ Report progress to team
  • Plan Mid-Campaign Event - due in 8 weeks
    ☐ Identify event theme ☐ Send out event invitations
  • Thank Donors and Volunteers - due in 15 weeks
    ☐ Send thank you letters to donors ☐ Host volunteer appreciation event
  • Plan Next Campaign - due in 16 weeks
    ☐ Identify lessons learned ☐ Begin planning for next campaign

Low Impact, Urgent

  • Recruit Volunteers - due in 1 week
    ☐ Post volunteer opportunities ☐ Interview potential volunteers
  • Train Volunteers - due in 2 weeks
    ☐ Develop volunteer training materials ☐ Conduct volunteer training
  • Host Mid-Campaign Event - due in 9 weeks
    ☐ Prepare event venue ☐ Conduct event
  • Track Campaign Progress - due in 10 weeks
    ☐ Update campaign progress chart ☐ Report progress to team

Low Impact, Not Urgent

  • Identify Potential Donors - due in 3 weeks
    ☐ Research potential donors ☐ Compile donor list
  • Prepare Donor Outreach - due in 4 weeks
    ☐ Write donor letters ☐ Plan donor phone calls
  • Conduct Final Donor Outreach - due in 11 weeks
    ☐ Send final donor letters ☐ Make final donor phone calls
  • Prepare Campaign Close Event - due in 12 weeks
    ☐ Plan event agenda ☐ Send out event invitations