Fundraising Event Planning Template

More nonprofit templates

Ensure the success of your fundraising events with this comprehensive planning template. Designed for Deputy Superintendents in the non-profit or education sector, this template helps you organize and track all tasks related to your fundraising events.

From finalizing event themes to sending thank you notes, this step-by-step guide ensures all critical tasks are completed on time, maximizing your event's impact and success.

Get this template on priority matrix

Fundraising Event Planning for Priority Matrix

Fundraising Event Planning in Priority Matrix

Organize and track all tasks for successful fundraising events in the non-profit sector.

You can start using Fundraising Event Planning or other Nonprofit Project Templates with Priority Matrix in just a few steps:

  1. Click to sign in or create an account in the system
  2. Start adding your items to the matrix
  3. If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.


Proposed Tasks

Critical & Immediate

  • Coordinate Event Breakdown - due in 1 day
    ☐ Coordinate decoration breakdown ☐ Coordinate seating breakdown ☐ Coordinate entertainment and catering breakdown
  • Coordinate Event Setup - due in 2 days
    ☐ Coordinate decoration setup ☐ Coordinate seating setup ☐ Coordinate entertainment and catering setup
  • Finalize Event Themes - due in 1 week
    ☐ Brainstorm event themes ☐ Discuss potential themes with team ☐ Finalize event themes
  • Plan Event Budget - due in 1 week
    ☐ Estimate costs for venue, catering, entertainment, etc. ☐ Set fundraising goals ☐ Finalize budget
  • Secure Venue - due in 2 weeks
    ☐ Research potential venues ☐ Contact venues for availability and pricing ☐ Finalize venue booking

Critical & Future

  • Plan Catering - due in 3 weeks
    ☐ Research catering options ☐ Contact caterers for availability and pricing ☐ Finalize catering booking
  • Plan Entertainment - due in 3 weeks
    ☐ Research entertainment options ☐ Contact entertainers for availability and pricing ☐ Finalize entertainment booking
  • Secure Sponsors - due in 4 weeks
    ☐ Identify potential sponsors ☐ Reach out to potential sponsors ☐ Secure sponsor commitments

Non-Critical & Immediate

  • Send Thank You Notes - due in 1 week
    ☐ Prepare thank you notes ☐ Send thank you notes to attendees, volunteers, sponsors, etc.
  • Design Event Invitations - due in 2 weeks
    ☐ Create event invitation design ☐ Finalize and print invitations
  • Evaluate Event Success - due in 2 weeks
    ☐ Collect feedback from attendees, volunteers, sponsors, etc. ☐ Analyze event success ☐ Plan for future improvements
  • Create Event Schedule - due in 3 weeks
    ☐ Plan event timeline ☐ Coordinate with entertainers and caterers ☐ Finalize event schedule
  • Distribute Invitations - due in 4 weeks
    ☐ Create mailing list ☐ Distribute invitations ☐ Track RSVPs

Non-Critical & Future

  • Prepare Event Materials - due in 1 week
    ☐ Prepare event programs ☐ Prepare name tags, banners, etc.
  • Prepare Financial Report - due in 2 weeks
    ☐ Calculate total event income ☐ Calculate total event expenses ☐ Prepare financial report
  • Plan Event Decorations - due in 3 weeks
    ☐ Research decoration ideas ☐ Purchase decorations ☐ Plan decoration setup
  • Document Event Process - due in 3 weeks
    ☐ Document event planning process ☐ Document event execution process ☐ Document lessons learned
  • Finalize Event Layout - due in 4 weeks
    ☐ Plan seating arrangement ☐ Plan location for entertainment, food, etc. ☐ Finalize event layout
  • Recruit Volunteers - due in 4 weeks
    ☐ Create volunteer roles and responsibilities ☐ Recruit volunteers ☐ Coordinate volunteer schedules
  • Plan for Next Event - due in 4 weeks
    ☐ Identify potential improvements ☐ Start planning for next event