Fundraising Opportunities Prioritization Template

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Use this template to strategically prioritize your fundraising efforts and allocate resources effectively. By focusing on urgent and high-value opportunities, you can ensure that your nonprofit organization maximizes its impact and achieves its financial goals.

This template helps you identify potential high-value donors, prepare grant proposals, plan fundraising events, and more, ensuring a structured and efficient approach to your fundraising strategy.

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Fundraising Opportunities Prioritization for Priority Matrix

Fundraising Opportunities Prioritization in Priority Matrix

Focus on high-value fundraising opportunities to maximize your nonprofit's impact.

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Proposed Tasks

High Impact, Urgent

  • Identify potential high-value donors due in 1 week
    ☐ Research prospective donors ☐ Compile a list of potential donors
  • Conduct donor satisfaction survey due in 2 weeks
    ☐ Prepare survey questions ☐ Distribute survey to donors ☐ Collect and analyze responses
  • Prepare grant proposal due in 3 weeks
    ☐ Research grant requirements ☐ Write grant proposal ☐ Review and submit proposal

High Impact, Not Urgent

  • Review fundraising strategy due in 1 month
    ☐ Analyze current fundraising efforts ☐ Identify areas for improvement
  • Plan annual fundraising event due in 2 months
    ☐ Decide on event format and theme ☐ Secure venue and date ☐ Begin promotion
  • Develop donor recognition program due in 2 months
    ☐ Plan recognition levels and benefits ☐ Implement program and notify donors

Low Impact, Urgent

  • Send out monthly donor newsletter due in 1 day
    ☐ Compile content for newsletter ☐ Design and send out newsletter
  • Update website's donation page due in 1 week
    ☐ Review current donation page ☐ Make necessary updates and improvements

Low Impact, Not Urgent

  • Update donor database due in 3 days
    ☐ Review and update donor information ☐ Segment donors based on donation frequency and amount
  • Organize volunteer appreciation event due in 2 months
    ☐ Plan event details ☐ Send out invitations