Effective Donor Management Project Template

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Effective donor management is crucial for non-profits to secure and maintain funding. This template provides a comprehensive guide to prioritize and manage donor-related tasks, ensuring key donors are engaged effectively.

Follow this step-by-step plan to identify key donors, develop engagement strategies, implement recognition programs, and maintain regular communication. By doing so, you can enhance donor relationships, increase support, and achieve your funding goals.

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Effective Donor Management Project for Priority Matrix

Effective Donor Management Project in Priority Matrix

Enhance donor engagement to boost funding and support for your non-profit.

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Proposed Tasks

High Impact, Urgent Tasks

  • Task 4: Regular Communication with Donors - due in 2 days
    ☐ Send update emails/newsletters ☐ Make phone calls ☐ Organize donor meetings
  • Task 1: Identify Key Donors - due in 1 week
    ☐ Identify top donors ☐ Research their preferences ☐ Update donor database
  • Task 8: Apply for Matching Gifts - due in 1 week
    ☐ Identify potential matches ☐ Submit applications ☐ Follow up on applications

High Impact, Non-Urgent Tasks

  • Task 2: Create Donor Engagement Strategy - due in 2 weeks
    ☐ Define engagement goals ☐ Develop engagement activities ☐ Allocate resources
  • Task 10: Encourage Peer-to-Peer Fundraising - due in 2 weeks
    ☐ Train donors on fundraising ☐ Provide fundraising tools ☐ Recognize fundraising efforts
  • Task 9: Promote Planned Giving - due in 4 weeks
    ☐ Create promotional materials ☐ Distribute materials ☐ Answer donor inquiries
  • Task 3: Implement Donor Recognition Program - due in 1 month
    ☐ Design recognition program ☐ Identify recognition opportunities ☐ Communicate program to donors
  • Task 6: Organize Donor Appreciation Event - due in 2 months
    ☐ Plan event ☐ Send invitations ☐ Coordinate logistics
  • Task 7: Evaluate Donor Engagement Strategy - due in 3 months
    ☐ Analyze engagement results ☐ Get donor feedback ☐ Make necessary adjustments

Low Impact, Urgent Tasks

  • Task 5: Update Donor Database - due in 3 days
    ☐ Update contact information ☐ Record donation history ☐ Track engagement activities