Fundraising Management Template

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Effective fundraising is crucial for the survival and success of non-profit organizations. This template helps you organize and manage fundraising tasks, deadlines, and communications efficiently.

By following this guide, you can streamline your fundraising efforts, track progress, and stay on top of key tasks to ensure your organization's financial stability and continued operations.

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Fundraising Management for Priority Matrix

Fundraising Management in Priority Matrix

Optimize and manage your non-profit's fundraising efforts to ensure financial stability and continued operations.

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Proposed Tasks

Critical Tasks

  • Create Fundraising Plan
    ☐ Identify Key Fundraising Goals ☐ Outline Key Strategies ☐ Identify Potential Donors
  • Set Fundraising Deadlines
    ☐ Set Deadlines for Key Fundraising Tasks ☐ Communicate Deadlines to Team

Important, Not Urgent

  • Organize Donor Database
    ☐ Update Existing Donor Information ☐ Add New Donors to Database
  • Prepare Fundraising Communications
    ☐ Prepare Email Templates ☐ Prepare Social Media Posts ☐ Prepare Direct Mail Letters

Urgent, Not Important

  • Send Out Fundraising Communications
    ☐ Email ☐ Social Media ☐ Direct Mail
  • Track Fundraising Progress
    ☐ Set Up Fundraising Tracker ☐ Update Tracker Regularly

Low Priority / Etc.

  • Follow Up with Potential Donors
    ☐ Follow Up Emails ☐ Follow Up Calls
  • Organize Fundraising Events
    ☐ Plan Event Details ☐ Coordinate Event Logistics