Donor Relations Management Template

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Maintain strong relationships with your donors through effective communication, follow-ups, and appreciation events. This template guides you through tracking and managing donor interactions, planning communication strategies, and organizing donor appreciation activities.

By following this template, you can ensure continued support and engagement from your donors, crucial for sustaining your non-profit's nutritional programs.

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Donor Relations Management for Priority Matrix

Donor Relations Management in Priority Matrix

Manage donor relations effectively to ensure continued support for your non-profit's nutritional programs.

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Proposed Tasks

Immediate Actions

  • Task 3: Send Thank You Letters - due in 3 days
    ☐ Prepare personalized thank you letters for recent donors ☐ Send letters via preferred communication channels ☐ Record the date of communication in the database
  • Task 1: Update Donor Database - due in 1 week
    ☐ Verify contact details of all donors ☐ Add new donors to the database ☐ Update donation history of each donor
  • Task 4: Prepare Donation Receipts - due in 1 week
    ☐ Generate donation receipts for recent donations ☐ Send receipts to donors ☐ Record the date of communication in the database
  • Task 6: Send Event Invitations - due in 5 weeks
    ☐ Send out invitations via preferred communication channels ☐ Record the date of communication in the database ☐ Follow up with invitees to confirm attendance

Planning & Strategy

  • Task 2: Plan Donor Communication Strategy - due in 2 weeks
    ☐ Identify preferred communication channels for each donor ☐ Develop a communication calendar ☐ Create templates for different types of communications
  • Task 5: Plan Donor Appreciation Event - due in 1 month
    ☐ Determine event date, location, and budget ☐ Prepare guest list and invitations ☐ Plan event program and activities

Follow-ups & Feedback

  • Task 8: Follow-up on Pledges - due in 6 weeks
    ☐ Identify donors with pending pledges ☐ Follow up with these donors to remind them of their pledges ☐ Update the database with any changes to pledges
  • Task 7: Conduct Donor Surveys - due in 2 months
    ☐ Develop a survey to collect feedback from donors ☐ Distribute the survey via preferred communication channels ☐ Collect and analyze survey responses

Documentation & Reporting

  • Task 9: Update Donor Profiles - due in 2 months
    ☐ Review all donor profiles in the database ☐ Update profiles with recent interactions, donations, and feedback ☐ Identify potential major donors based on giving history and interactions
  • Task 10: Prepare Donor Relations Report - due in 3 months
    ☐ Compile all donor interactions, donations, and feedback ☐ Prepare a comprehensive report on donor relations activities ☐ Present the report to the management team