Prioritizing Fundraising Efforts Template

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Maximize the impact of your non-profit by prioritizing your fundraising efforts. This template helps you identify high-potential donors and events, ensuring that your resources are utilized effectively.

By following the structured tasks in this template, you can streamline your fundraising activities, enhance donor engagement, and support the ongoing mission of your organization.

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Prioritizing Fundraising Efforts for Priority Matrix

Prioritizing Fundraising Efforts in Priority Matrix

Prioritize fundraising efforts to maximize resources and support your mission.

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Proposed Tasks

High Impact, Urgent

  • Identify High-Potential Donors - due in 1 week
    ☐ Research potential donors ☐ Analyze past donations ☐ Identify high-potential donors
  • Send Personalized Emails to High-Potential Donors - due in 1 week
    ☐ Write personalized emails ☐ Send emails to high-potential donors
  • Analyze Fundraising Data - due in 2 weeks
    ☐ Collect fundraising data ☐ Analyze fundraising data

High Impact, Not Urgent

  • Develop Fundraising Strategy - due in 1 month
    ☐ Review past fundraising efforts ☐ Develop new fundraising strategy
  • Evaluate Donor Retention Strategies - due in 1 month
    ☐ Review current donor retention strategies ☐ Develop new donor retention strategies
  • Plan Major Fundraising Event - due in 2 months
    ☐ Choose event date and venue ☐ Plan event agenda ☐ Invite high-potential donors

Low Impact, Urgent

  • Follow Up on Pending Donations - due in 2 days
    ☐ Review pending donations ☐ Follow up with donors
  • Update Donor Database - due in 3 days
    ☐ Review donor database ☐ Update donor information
  • Plan Small Fundraising Events - due in 2 months
    ☐ Choose dates and venues for small events ☐ Invite potential donors

Low Impact, Not Urgent

  • Send Thank You Notes to Donors - due in 1 week
    ☐ Write thank you notes ☐ Send notes to donors