Fundraising Priority Management Template

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Effective fundraising is the backbone of any successful non-profit organization. This template helps Directors focus on critical fundraising tasks by using a Priority Matrix. Identify major donors, prepare grant proposals, and plan fundraising events efficiently.

By delegating less critical tasks and focusing on what's urgent and important, this template ensures your organization has the necessary funds to operate and achieve its mission.

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Fundraising Priority Management for Priority Matrix

Fundraising Priority Management in Priority Matrix

Prioritize urgent and important fundraising tasks to ensure your non-profit's success.

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Proposed Tasks

Urgent and Important

  • Identify Major Donors for the Upcoming Campaign (Due in 1 week)
    ☐ Research potential donors ☐ Compile a list of major donors ☐ Personalize outreach strategies for each potential donor
  • Prepare Grant Proposals (Due in 2 weeks)
    ☐ Identify suitable grants ☐ Write and review proposals ☐ Submit proposals before deadlines

Important but Not Urgent

  • Coordinate with Other Non-profits for Joint Fundraisers (Due in 3 weeks)
    ☐ Identify potential partners ☐ Outreach to potential partners ☐ Plan joint fundraisers
  • Plan Fundraising Event (Due in 1 month)
    ☐ Decide on event type ☐ Secure venue and date ☐ Plan event logistics ☐ Invite attendees
  • Develop Online Fundraising Campaign (Due in 6 weeks)
    ☐ Choose online fundraising platform ☐ Create campaign content ☐ Promote campaign on social media

Urgent but Not Important

  • Social Media Promotion for Fundraising (Due in 1 week)
    ☐ Create engaging posts ☐ Schedule posts ☐ Monitor engagement
  • Recruit Volunteers for Fundraising Activities (Due in 2 weeks)
    ☐ Advertise volunteer opportunities ☐ Interview potential volunteers ☐ Train recruited volunteers
  • Update Donor Database (Due in 3 weeks)
    ☐ Enter new donor information ☐ Update existing donor records ☐ Ensure database accuracy

Neither Urgent nor Important

  • Thank You Letters to Donors (Due in 1 month)
    ☐ Write personalized thank you letters ☐ Send letters to donors ☐ Track responses
  • Evaluate Fundraising Efforts (Due in 2 months)
    ☐ Analyze fundraising data ☐ Identify successful and unsuccessful strategies ☐ Plan for improvements