Donor Relations Management and Prioritization Template

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Effective donor relations are vital for non-profit organizations to maintain strong, long-term relationships with their supporters. This template helps Controllers prioritize and manage donor-related tasks, ensuring consistent and timely communication.

Using this template, you can develop a donor relations strategy, create communication plans, organize appreciation events, and keep your donor database up-to-date. Optimize your donor interactions to foster lasting relationships and support.

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Donor Relations Management and Prioritization for Priority Matrix

Donor Relations Management and Prioritization in Priority Matrix

Manage and prioritize donor relations tasks to ensure timely communication and updates.

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Proposed Tasks

High Impact, Urgent

  • Task 1: Develop Donor Relations Strategy due in 1 week
    ☐ Assess current donor relations ☐ Identify areas for improvement ☐ Formulate a comprehensive strategy
  • Task 5: Send out Quarterly Donor Update due in 1 week
    ☐ Compile updates on organization's work ☐ Include information on how donations have been used ☐ Thank donors for their support
  • Task 2: Create Donor Communication Plan due in 2 weeks
    ☐ Identify key messages ☐ Decide on communication channels ☐ Develop a timeline for communications

High Impact, Not Urgent

  • Task 3: Organize Donor Appreciation Event due in 1 month
    ☐ Decide on event format ☐ Plan event logistics ☐ Invite donors
  • Task 8: Plan Donor Recruitment Campaign due in 1 month
    ☐ Identify target audience ☐ Develop campaign messaging ☐ Choose campaign channels
  • Task 10: Train Staff on Donor Relations Best Practices due in 1 month
    ☐ Identify training needs ☐ Plan training content ☐ Conduct training sessions
  • Task 7: Conduct Donor Satisfaction Survey due in 2 months
    ☐ Design survey ☐ Distribute survey to donors ☐ Analyze survey results
  • Task 6: Prepare Year-End Donor Report due in 3 months
    ☐ Gather financial data ☐ Write report narrative ☐ Design report layout

Low Impact, Urgent

  • Task 4: Update Donor Database due in 2 days
    ☐ Review current donor information ☐ Update contact details and preferences ☐ Ensure database is secure
  • Task 9: Review Donor Recognition Policies due in 2 weeks
    ☐ Evaluate current recognition practices ☐ Research best practices ☐ Update policies as needed