Donor Relations Management Template

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Maintaining good relationships with donors is crucial for any non-profit organization. This template helps you efficiently track and manage tasks related to donor communication and relationship building, ensuring all interactions are timely and effective.

By using this template, you can keep your donor database up-to-date, plan appreciation events, send personalized thank you letters, schedule update emails, and more. Prioritize and manage your donor relations to enhance engagement and support for your cause.

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Donor Relations Management for Priority Matrix

Donor Relations Management in Priority Matrix

Efficiently track and manage tasks for donor communication and relationship building.

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Proposed Tasks

High Impact, Urgent

  • Task 1: Update Donor Database due in 1 day
    ☐ Maintain up-to-date information on all donors ☐ Check for any errors in contact details ☐ Remove any duplicate entries
  • Task 3: Send Thank You Letters to Donors due in 1 week
    ☐ Personalize each letter ☐ Include updates about how their donations have been used
  • Task 6: Create Donor Surveys due in 1 week
    ☐ Develop questions ☐ Distribute surveys ☐ Collect and analyze responses

High Impact, Future

  • Task 2: Plan Donor Appreciation Event due in 3 weeks
    ☐ Choose a date and venue ☐ Prepare guest list ☐ Coordinate with event planner
  • Task 5: Analyze Donor Data for Trends due in 3 weeks
    ☐ Identify patterns in donation amounts ☐ Identify patterns in donation frequency
  • Task 7: Develop Donor Recognition Program due in 1 month
    ☐ Decide on recognition levels ☐ Create promotional materials ☐ Announce program to donors
  • Task 8: Plan End-of-Year Donor Report due in 2 months
    ☐ Compile financial data ☐ Write report content ☐ Design report layout

Low Impact, Urgent

  • Task 4: Schedule Monthly Donor Update Emails due in 2 weeks
    ☐ Write content for emails ☐ Schedule emails for delivery
  • Task 9: Coordinate with Marketing for Donor Outreach due in 2 weeks
    ☐ Plan joint initiatives ☐ Coordinate messaging

Low Impact, Future

  • Task 10: Train Staff on Donor Relations Best Practices due in 1 month
    ☐ Develop training materials ☐ Schedule and conduct training sessions