Fundraising Activity Prioritization Template

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Ensure your not-for-profit organization maximizes its fundraising potential by focusing on the most impactful activities. This template uses a Priority Matrix to help you identify and prioritize the most urgent and important fundraising tasks, from establishing goals to following up with potential donors.

By following this template, you can streamline your fundraising efforts, enhance donor engagement, and achieve your financial targets more efficiently.

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Fundraising Activity Prioritization for Priority Matrix

Fundraising Activity Prioritization in Priority Matrix

Prioritize and focus on the most urgent and important fundraising activities for your not-for-profit organization.

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Proposed Tasks

Urgent and Important

  • Establish Fundraising Goals - due in 1 week
    ☐ Identify target amount ☐ Define purpose for funds
  • Identify Potential Donors - due in 2 weeks
    ☐ Research potential donors ☐ Create donor profiles
  • Prepare Fundraising Proposal - due in 3 weeks
    ☐ Outline project needs ☐ Develop budget ☐ Write proposal draft

Important, Not Urgent

  • Create Online Fundraising Campaign - due in 1 month
    ☐ Choose platform ☐ Create campaign page ☐ Promote campaign online
  • Develop Donor Acknowledgement Plan - due in 5 weeks
    ☐ Decide on acknowledgement methods ☐ Prepare thank you notes
  • Organize Fundraising Event - due in 2 months
    ☐ Select venue ☐ Plan event logistics ☐ Invite attendees

Urgent, Not Important

  • Update Website with Fundraising Progress - due in 2 weeks
    ☐ Update fundraising progress ☐ Share success stories
  • Follow-Up with Potential Donors - due in 2 months
    ☐ Schedule follow-up calls ☐ Send follow-up emails
  • Analyze Fundraising Results - due in 3 months
    ☐ Analyze funds raised ☐ Identify successful strategies

Neither Urgent Nor Important

  • Plan for Next Fundraising - due in 4 months
    ☐ Identify lessons learned ☐ Outline plans for next fundraising