Fundraising Management and Prioritization Template
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Ensure your non-profit organization meets its funding requirements with this comprehensive template for managing and prioritizing fundraising activities. From identifying potential donors to scheduling meetings, preparing materials, and conducting follow-ups, this template covers all essential tasks for successful fundraising.
By utilizing this structured approach, counselors can streamline their efforts, avoid missed opportunities, and maximize the effectiveness of their fundraising initiatives.
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Fundraising Management and Prioritization in Priority Matrix
Efficiently manage and prioritize fundraising activities to meet your non-profit's funding needs.
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Proposed Tasks
Urgent and Important
-
Task 1: Identify Potential Donors - due in 1 week
☐ Research potential donors ☐ Compile a list of potential donors -
Task 3: Prepare Fundraising Materials - due in 3 weeks
☐ Create fundraising brochures and presentations ☐ Prepare meeting agenda -
Task 4: Conduct Donor Meetings - due in 1 month
☐ Hold meetings with potential donors ☐ Present fundraising materials -
Task 8: Coordinate Event Logistics - due in 3 months
☐ Book event venue ☐ Coordinate event setup and teardown -
Task 9: Review Fundraising Progress - due in 4 months
☐ Review fundraising goals ☐ Track progress towards goals
Important, Not Urgent
-
Task 2: Schedule Donor Meetings - due in 2 weeks
☐ Contact potential donors ☐ Schedule meetings -
Task 5: Follow-up on Meetings - due in 5 weeks
☐ Send thank you notes to potential donors ☐ Follow-up on any questions or concerns -
Task 6: Plan Fundraising Events - due in 2 months
☐ Brainstorm fundraising event ideas ☐ Create an event planning timeline -
Task 10: Report on Fundraising Outcomes - due in 5 months
☐ Compile fundraising data ☐ Prepare fundraising report
Urgent, Not Important
-
Task 7: Promote Fundraising Events - due in 2.5 months
☐ Create promotional materials for fundraising events ☐ Distribute promotional materials