Prioritizing Fundraising Tasks Template

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Use this template to prioritize your fundraising tasks, ensuring that the most urgent and high-impact initiatives are addressed first. By leveraging a Priority Matrix, you can effectively manage resources, maximize impact, and ensure the sustainability of your organization.

This template includes tasks such as finalizing major donor lists, preparing grant proposals, planning charity events, and more, all aimed at optimizing your fundraising efforts.

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Prioritizing Fundraising Tasks for Priority Matrix

Prioritizing Fundraising Tasks in Priority Matrix

Focus on urgent and high-impact fundraising tasks to maximize your non-profit's impact and sustainability.

You can start using Prioritizing Fundraising Tasks or other Non-Profit Project Templates with Priority Matrix in just a few steps:

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Proposed Tasks

High Impact, Urgent

  • Finalize Major Donor List due in 1 week
    ☐ Identify potential major donors ☐ Research their giving history ☐ Prepare personalized approach strategies
  • Prepare Grant Proposal due in 2 weeks
    ☐ Identify suitable grants ☐ Research grant requirements ☐ Write and review proposal
  • Prepare Annual Fundraising Report due in 1 month
    ☐ Collect fundraising data ☐ Analyze data ☐ Prepare and review report

High Impact, Less Urgent

  • Plan Charity Event due in 1 month
    ☐ Decide on event type ☐ Outline budget ☐ Book venue
  • Review and Update Fundraising Strategy due in 2 months
    ☐ Analyze current strategy effectiveness ☐ Identify areas for improvement ☐ Update strategy

Low Impact, Urgent

  • Send out Monthly Newsletter due in 2 days
    ☐ Write content ☐ Design layout ☐ Prepare mailing list
  • Update Website Donation Page due in 3 days
    ☐ Review current donation page ☐ Identify areas for improvement ☐ Implement changes
  • Plan Social Media Campaign due in 2 weeks
    ☐ Decide on campaign theme ☐ Prepare posts and schedule ☐ Monitor engagement

Low Impact, Less Urgent

  • Conduct Donor Satisfaction Survey due in 3 weeks
    ☐ Prepare survey questions ☐ Send out survey ☐ Analyze results
  • Organize Volunteer Training due in 6 weeks
    ☐ Identify training needs ☐ Prepare training materials ☐ Schedule training sessions