Prioritizing Fundraising Activities Template

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Maximize your non-profit's fundraising efforts by prioritizing tasks that yield the highest returns. This template utilizes the Eisenhower Matrix to help you identify and focus on urgent and important fundraising activities.

By implementing this strategy, you can ensure that your resources are devoted to the most critical tasks, enhancing your organization's ability to secure funding and achieve its mission.

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Prioritizing Fundraising Activities for Priority Matrix

Prioritizing Fundraising Activities in Priority Matrix

Prioritize and focus on urgent and important fundraising tasks using the Eisenhower Matrix.

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Proposed Tasks

Urgent and Important

  • Identify Major Donors - due in 1 week
    ☐ Research potential major donors ☐ Compile a list of potential major donors ☐ Develop a strategy for reaching out to major donors
  • Organize Volunteer Fundraising Committee - due in 2 weeks
    ☐ Recruit volunteers ☐ Train volunteers on fundraising ☐ Assign tasks to volunteers
  • Outreach to Corporate Sponsors - due in 2 weeks
    ☐ Identify potential corporate sponsors ☐ Create sponsorship packages ☐ Reach out to potential sponsors
  • Plan Major Fundraising Event - due in 2 months
    ☐ Select date and venue ☐ Develop event theme and programming ☐ Secure event sponsors ☐ Outreach for attendees

Important, Not Urgent

  • Review Fundraising Metrics - due in 1 week
    ☐ Collect fundraising data ☐ Analyze fundraising performance ☐ Identify areas for improvement
  • Update Website Donation Page - due in 2 weeks
    ☐ Review current donation page ☐ Identify areas for improvement ☐ Implement changes
  • Develop Email Fundraising Campaign - due in 1 month
    ☐ Create email content and design ☐ Segment email list ☐ Schedule email sends
  • Promote Planned Giving - due in 2 months
    ☐ Create planned giving materials ☐ Outreach to potential planned giving donors ☐ Follow up with interested donors
  • Apply for Grants - due in 3 months
    ☐ Research available grants ☐ Prepare grant applications ☐ Submit applications
  • Update Fundraising Strategy - due in 3 months
    ☐ Review current strategy ☐ Identify areas for improvement ☐ Implement changes to strategy
  • Organize Peer-to-Peer Fundraising - due in 3 months
    ☐ Plan peer-to-peer fundraising strategy ☐ Recruit fundraisers ☐ Train fundraisers

Urgent, Not Important

  • Promote Fundraising on Social Media - due in 1 week
    ☐ Create social media content ☐ Schedule social media posts ☐ Engage with followers
  • Send Out Press Releases - due in 1 week
    ☐ Write press release content ☐ Compile press contact list ☐ Send out releases
  • Update Fundraising Materials - due in 2 weeks
    ☐ Review current materials ☐ Identify areas for update ☐ Redesign and print new materials
  • Host Fundraising Webinar - due in 1 month
    ☐ Plan webinar content ☐ Secure webinar platform ☐ Outreach for attendees
  • Host Smaller Fundraising Events - due in 2 months
    ☐ Plan event details ☐ Secure event sponsors ☐ Outreach for attendees

Neither Urgent nor Important

  • Thank You Letters to Donors - due in 1 week
    ☐ Compile list of recent donors ☐ Write thank you letters ☐ Mail out letters
  • Update Donor Database - due in 2 weeks
    ☐ Review current donor data ☐ Update donor information ☐ Add new donors to database
  • Attend Networking Events - due in 1 month
    ☐ Research upcoming events ☐ Register for events ☐ Prepare networking materials
  • Conduct Donor Surveys - due in 1 month
    ☐ Create survey ☐ Distribute survey to donors ☐ Analyze survey results