Fundraising Prioritization and Tracking Template

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Optimize your non-profit's fundraising efforts by focusing on urgent and high impact activities. This template guides you through identifying high impact donors, planning major events, and maintaining donor relations.

By following this structured approach, you can ensure efficient resource allocation and increase your fundraising success.

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Fundraising Prioritization and Tracking for Priority Matrix

Fundraising Prioritization and Tracking in Priority Matrix

Prioritize and track high impact fundraising activities for non-profit sustainability.

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Proposed Tasks

High Impact, Urgent

  • Identify High Impact Donors - due in 1 week
    ☐ Research past donations ☐ Identify potential high value donors ☐ Prepare personalized outreach strategy
  • Social Media Campaign - due in 1 week
    ☐ Develop campaign idea ☐ Coordinate with social media team ☐ Launch campaign
  • Grant Proposal Writing - due in 1 month
    ☐ Research grant opportunities ☐ Write proposal ☐ Submit proposal

High Impact, Not Urgent

  • Volunteer Training - due in 2 weeks
    ☐ Identify training needs ☐ Prepare training materials ☐ Conduct training
  • Plan Major Fundraising Event - due in 3 months
    ☐ Select venue ☐ Identify sponsors ☐ Develop marketing strategy ☐ Coordinate logistics
  • Annual Report Preparation - due in 3 months
    ☐ Collect financial data ☐ Write report content ☐ Coordinate with design team for layout

Low Impact, Urgent

  • Send Thank You Notes - due in 1 day
    ☐ Review recent donations ☐ Write personalized thank you notes ☐ Mail or email notes
  • Donor Database Update - due in 2 days
    ☐ Review recent donations ☐ Update donor information ☐ Ensure data accuracy
  • Prepare Monthly Newsletter - due in 1 week
    ☐ Collect updates ☐ Write content ☐ Coordinate with design team ☐ Distribute to mailing list

Low Impact, Not Urgent

  • Update Website Donation Page - due in 2 weeks
    ☐ Review current page ☐ Identify improvements ☐ Coordinate with web team for updates