Fundraising Task Management Template

More non-profit templates

Fundraising is crucial for non-profit organizations to thrive. This template helps you track and manage all your fundraising tasks, deadlines, and follow-ups using Priority Matrix. It ensures that no opportunities are missed and that your fundraising efforts are maximized for efficiency.

Leverage this template to identify potential donors, plan events, create materials, train volunteers, track progress, follow up with donors, apply for grants, and more. Stay organized and efficient in your fundraising activities.

Get this template on priority matrix

Fundraising Task Management for Priority Matrix

Fundraising Task Management in Priority Matrix

Manage and track all fundraising tasks to maximize efficiency and ensure no opportunities are missed.

You can start using Fundraising Task Management 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

  • Acknowledge Donations - ongoing
    ☐ Send thank-you letters ☐ Issue donation receipts ☐ Recognize major donors
  • Track Fundraising Progress - ongoing
    ☐ Monitor fundraising progress ☐ update fundraising tracking spreadsheet ☐ report fundraising progress to stakeholders
  • Identify Potential Donors - due in 1 week
    ☐ Research potential donors ☐ compile a list of potential donors ☐ identify key contacts
  • Create Fundraising Materials - due in 2 weeks
    ☐ Design fundraising brochures ☐ write fundraising letters ☐ create online fundraising pages
  • Follow-up with Potential Donors - due in 2 weeks
    ☐ Send follow-up emails ☐ make follow-up calls ☐ schedule follow-up meetings

Important, Not Urgent

  • Plan Fundraising Events - due in 3 weeks
    ☐ Brainstorm event ideas ☐ plan event logistics ☐ create event timeline
  • Train Fundraising Volunteers - due in 1 month
    ☐ Identify volunteer training needs ☐ develop volunteer training materials ☐ schedule and conduct volunteer training sessions
  • Apply for Grants - due in 3 months
    ☐ Identify suitable grants ☐ prepare grant applications ☐ submit grant applications
  • Evaluate Fundraising Effectiveness - due in 6 months
    ☐ Analyze fundraising data ☐ Assess fundraising strategies ☐ Make recommendations for improvement

Urgent, Not Important

  • Organize Fundraising Database - due in 1 month
    ☐ Update donor information ☐ Maintain donor relationships ☐ Ensure database security