Donor Interaction and Follow-Up Management Template

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Efficiently manage all donor interactions and follow-ups to ensure no opportunity is missed. This template helps non-profits keep track of donor-related tasks, organize communication strategies, and schedule regular follow-ups.

By utilizing this template, you can streamline your donor management processes, plan appreciation events, and prepare detailed reports to present to your management, ultimately enhancing donor relations and support.

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Donor Interaction and Follow-Up Management for Priority Matrix

Donor Interaction and Follow-Up Management in Priority Matrix

Track and manage donor interactions and follow-ups to maximize opportunities.

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Proposed Tasks

High Impact, Urgent

  • Task 1: Create Donor Interaction Database due in 1 week
    ☐ Research and select a suitable CRM ☐ Input donor details into the database ☐ Train team on how to use the database
  • Task 3: Schedule Regular Donor Follow-ups due in 3 weeks
    ☐ Identify key donors for regular follow-ups ☐ Schedule follow-up calls/emails ☐ Prepare follow-up materials

High Impact, Not Urgent

  • Task 2: Implement Donor Communication Strategy due in 2 weeks
    ☐ Develop a communication strategy ☐ Delegate communication tasks to team members ☐ Monitor and adjust strategy as needed
  • Task 4: Organize Donor Appreciation Events due in 1 month
    ☐ Plan event details ☐ Coordinate with event team ☐ Send out invitations to donors

Low Impact, Urgent

  • Task 5: Prepare Monthly Donor Reports due in 5 weeks
    ☐ Collect data on donor interactions ☐ Analyze data and prepare reports ☐ Present reports to management