Fundraising and Donor Management Template

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Ensure the success of your nonprofit organization by effectively managing and prioritizing your fundraising and donor engagement tasks. This template, designed for administrative assistants in religious or nonprofit organizations, leverages the Priority Matrix to help you focus on the most urgent and important activities.

From grant applications to donor appreciation events, this template provides a structured approach to ensure that your fundraising efforts are impactful and your donor relationships are well-maintained.

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Fundraising and Donor Management for Priority Matrix

Fundraising and Donor Management in Priority Matrix

Efficiently manage and prioritize your nonprofit's fundraising and donor engagement tasks.

You can start using Fundraising and Donor Management or other Nonprofit Project Templates with Priority Matrix in just a few steps:

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Proposed Tasks

High Impact, High Urgency

  • Donor Database Update due in 2 days
    ☐ Update contact information ☐ Record recent donations ☐ Check for any errors
  • Annual Fundraising Event planning starts in 1 week
    ☐ Decide on event theme ☐ Prepare budget ☐ Secure venue
  • Grant Application due in 2 weeks
    ☐ Research grant opportunities ☐ Prepare application ☐ Submit application

High Impact, Low Urgency

  • Annual Report Preparation starts in 2 weeks
    ☐ Collect financial data ☐ Write report content ☐ Design report layout
  • Crowdfunding Campaign Launch in 1 month
    ☐ Decide on campaign goal ☐ Prepare campaign content ☐ Launch campaign
  • Donor Appreciation Dinner in 3 months
    ☐ Plan menu ☐ Prepare guest list ☐ Send out invitations

Low Impact, High Urgency

  • Monthly Donor Newsletter due in 1 week
    ☐ Compile updates ☐ Design newsletter ☐ Email to donors
  • Donor Follow-up Calls due in 1 week
    ☐ Prepare call list ☐ Make calls ☐ Log call outcomes