Prioritize Fundraising Tasks for Non-Profit Template

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Ensure your non-profit's fundraising efforts are focused on the most impactful activities by using the Quadrants method. This template helps you identify and prioritize high-value donors and urgent tasks, enabling you to maximize revenue and donor engagement.

By following this guide, you can streamline your fundraising process, enhance donor relationships, and achieve your organization's financial goals more effectively.

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Prioritize Fundraising Tasks for Non-Profit for Priority Matrix

Prioritize Fundraising Tasks for Non-Profit in Priority Matrix

Prioritize your non-profit's fundraising tasks to maximize donor engagement and revenue.

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Proposed Tasks

High Impact, Urgent Tasks

  • Create a Fundraising Strategy for the Next Year due in 15 months
    ☐ Develop a fundraising strategy for the next year ☐ Implement the strategy
  • Identify Potential High-Value Donors due in 1 week
    ☐ Research potential donors ☐ Create a list of potential high-value donors
  • Arrange Meetings with Potential Donors due in 2 weeks
    ☐ Contact potential donors ☐ Schedule meetings
  • Apply for Grants due in 3 months
    ☐ Research available grants ☐ Complete and submit applications
  • Create an Email Campaign due in 8 months
    ☐ Develop an email campaign to solicit donations ☐ Send out the emails
  • Create a Year-End Giving Campaign due in 11 months
    ☐ Develop a year-end giving campaign ☐ Implement the campaign

High Impact, Non-Urgent Tasks

  • Maintain Relationships with Donors due in 16 months
    ☐ Keep in touch with donors ☐ Update them on the impact of their donations
  • Plan a Donor Appreciation Event due in 14 months
    ☐ Plan an event to show appreciation for donors ☐ Execute the event
  • Prepare Fundraising Pitch due in 3 weeks
    ☐ Develop a compelling fundraising pitch ☐ Practice the pitch
  • Develop a Follow-Up Strategy due in 1 month
    ☐ Create a strategy for following up with potential donors ☐ Implement the strategy
  • Organize a Fundraising Event due in 5 months
    ☐ Plan a fundraising event ☐ Execute the event
  • Maintain Donor Database due in 9 months
    ☐ Keep the donor database up to date ☐ Use the database to track donations

Low Impact, Urgent Tasks

  • Create a Donor Survey due in 13 months
    ☐ Develop a survey for donors ☐ Distribute the survey and collect responses
  • Create a Donor Recognition Program due in 4 months
    ☐ Develop a program to recognize and thank donors ☐ Implement the program
  • Engage with Community due in 7 months
    ☐ Plan community engagement activities ☐ Execute activities

Low Impact, Non-Urgent Tasks

  • Update Fundraising Materials due in 17 months
    ☐ Update fundraising materials such as brochures and flyers ☐ Distribute the updated materials
  • Evaluate Fundraising Efforts due in 2 months
    ☐ Collect data on fundraising efforts ☐ Analyze the data
  • Update Website with Donation Information due in 6 months
    ☐ Update the website with information about donating ☐ Promote the website
  • Develop a Monthly Giving Program due in 10 months
    ☐ Create a program for monthly giving ☐ Promote the program
  • Analyze Fundraising Data due in 12 months
    ☐ Collect and analyze data on fundraising efforts ☐ Use the data to improve future efforts