Donation Tracking and Management Template

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Keep your non-profit or religious organization financially healthy by efficiently tracking and managing donations. This template guides you through setting up a donation tracking system, training staff, and ensuring regular updates and checks. By following this template, you can ensure that your organization remains operationally sound and transparent with its donors.

Additionally, this template provides steps for donor recognition, financial audits, and creating insightful donation trend reports to maintain donor trust and engagement.

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Donation Tracking and Management for Priority Matrix

Donation Tracking and Management in Priority Matrix

Track and manage donations effectively to ensure your non-profit's financial health.

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Proposed Tasks

Critical and Urgent

  • Conduct a financial audit of donations
    ☐ Prepare necessary documents ☐ Carry out the audit
  • Enter all previous donations into the system
    ☐ Collect data on all past donations ☐ Enter data into the system
  • Set up a donation tracking system
    ☐ Research suitable tracking systems ☐ Select a system based on features and budget ☐ Install and configure the system

Critical but Not Urgent

  • Create a backup system for donation data
    ☐ Research backup options ☐ Implement a backup system
  • Set up a system for regular updates and checks
    ☐ Create a schedule for updates ☐ Assign staff to perform these tasks
  • Train staff on using the tracking system
    ☐ Organize training sessions ☐ Ensure all relevant staff are trained

Not Critical but Urgent

  • Create a report on donation trends
    ☐ Analyze donation data ☐ Prepare a report
  • Conduct a review of the system after 3 months
    ☐ Collect data on system use and effectiveness ☐ Make any necessary adjustments

Not Critical and Not Urgent

  • Develop a plan for donor recognition
    ☐ Research effective recognition strategies ☐ Implement a plan
  • Organize a team meeting to discuss donation management
    ☐ Prepare agenda ☐ Conduct meeting