Fundraising Task Prioritization Template

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Efficiently prioritize your fundraising tasks using the Quadrants method to focus on what matters most. This template helps non-profit organizations identify urgent and important tasks, delegate less crucial activities, and ultimately ensure successful fundraising events.

By following this structured approach, you can streamline your fundraising efforts, from setting goals and developing strategies to reaching out to potential donors and managing event logistics.

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Fundraising Task Prioritization for Priority Matrix

Fundraising Task Prioritization in Priority Matrix

Prioritize and manage your fundraising tasks effectively to ensure successful events and donor engagement.

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Proposed Tasks

Urgent and Important

  • Finalize Fundraising Goals due in 1 day
    ☐ Establish clear, measurable goals for fundraising ☐ Identify the resources needed ☐ Outline the timeline
  • Identify Potential Donors due in 2 days
    ☐ Research potential donors ☐ Create a list of potential donors
  • Develop Fundraising Strategy due in 1 week
    ☐ Research potential donor sources ☐ Create a compelling story ☐ Develop a communication plan

Important, Not Urgent

  • Reach Out to Potential Donors due in 2 weeks
    ☐ Send out initial communication ☐ Follow up with potential donors
  • Promote Fundraising Event due in 3 weeks
    ☐ Create promotional materials ☐ Distribute promotional materials
  • Plan Fundraising Event due in 1 month
    ☐ Choose a date and venue ☐ Plan the event's program ☐ Arrange for food and beverages

Urgent, Not Important

  • Prepare Event Logistics due in 2 days
    ☐ Confirm event venue ☐ Arrange for transportation ☐ Coordinate with event staff

Not Urgent, Not Important

  • Follow Up with Donors Post-Event due in 1 week
    ☐ Send thank you notes ☐ Share event photos and updates