Fundraising Activities & Donor Management Template

Fundraising Activities & Donor Management in Priority Matrix

Streamline your fundraising activities and donor management for nonprofit success.

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Proposed Tasks

High Impact, Urgent

• Follow-up with Potential Donors
  ☐ Send follow-up emails after meetings ☐ Address any questions or concerns
• Identify Potential Donors
  ☐ Research potential donors ☐ Create a list of potential donors
• Prepare Donor Presentations
  ☐ Create compelling presentations for potential donors ☐ Rehearse presentations
• Schedule Donor Meetings
  ☐ Schedule meetings with potential donors ☐ Prepare materials for meetings
• Set Fundraising Goals
  ☐ Determine annual fundraising target ☐ Break down annual goal into quarterly targets

High Impact, Not Urgent

• Monitor Fundraising Progress
  ☐ Track progress towards fundraising goals ☐ Adjust strategy as needed
• Plan Outreach Strategy
  ☐ Develop an outreach strategy for potential donors ☐ Identify key messages for outreach
• Track Donations
  ☐ Keep a record of all donations received ☐ Send thank you notes to donors

Low Impact, Urgent

• Plan Fundraising Events
  ☐ Organize fundraising events ☐ Promote events to potential donors

Low Impact, Not Urgent

• Update Donors
  ☐ Provide regular updates to donors about the organization's work ☐ Engage donors in the organization's activities