Fundraising Prioritization Project Template

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Effectively monitor and prioritize your fundraising efforts to ensure that resources are secured for the most impactful initiatives. This template guides you through identifying potential donors, developing proposals, reaching out, organizing events, and evaluating efforts.

Utilize this template to streamline your fundraising activities, maintain donor relationships, and continuously improve your strategy for maximum impact.

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Fundraising Prioritization Project for Priority Matrix

Fundraising Prioritization Project in Priority Matrix

Prioritize and manage your fundraising activities to secure resources for impactful initiatives.

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Proposed Tasks

High Importance, Urgent

  • Identify Potential Donors task due in 1 week
    ☐ Research potential donors ☐ Create a list of potential donors
  • Develop Fundraising Proposal task due in 2 weeks
    ☐ Outline project needs ☐ Define project impact ☐ Develop budget

High Importance, Not Urgent

  • Reach out to Potential Donors task due in 3 weeks
    ☐ Develop communication strategy ☐ Send out initial communications ☐ Follow up on communications
  • Organize Fundraising Event task due in 1 month
    ☐ Choose event type ☐ Plan event logistics ☐ Invite potential donors

Low Importance, Urgent

  • Evaluate Fundraising Efforts task due in 6 weeks
    ☐ Analyze fundraising success ☐ Identify areas for improvement
  • Apply for Grants task due in 2 months
    ☐ Research suitable grants ☐ Prepare and submit applications

Low Importance, Not Urgent

  • Maintain Donor Relationships task due in 2 months
    ☐ Send thank you notes ☐ Provide updates on project progress
  • Update Fundraising Strategy task due in 3 months
    ☐ Review current strategy ☐ Adjust strategy based on fundraising results
  • Create Annual Fundraising Report task due in 4 months
    ☐ Collect fundraising data ☐ Write and publish report
  • Plan Next Year's Fundraising Strategy task due in 5 months
    ☐ Review this year's efforts ☐ Set goals for next year