Fundraising Project Management Template

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Ensure your non-profit organization has the necessary resources to support its climate initiatives by effectively managing your fundraising efforts. This template helps you keep track of fundraising campaigns, deadlines, and goals, ensuring no detail is overlooked.

From establishing goals to thanking donors, this comprehensive guide covers every aspect of fundraising project management. Use this template to secure the funds needed for your important work in climate advocacy.

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Fundraising Project Management for Priority Matrix

Fundraising Project Management in Priority Matrix

Streamline your non-profit's fundraising efforts to ensure you meet your financial goals and support your climate initiatives.

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Proposed Tasks

Urgent & Important

  • Maintain Donor Relationships - Ongoing
    ☐ Send regular updates to donors ☐ Invite donors to events
  • Establish Fundraising Goals - Due in 1 week
    ☐ Identify financial needs ☐ Set realistic fundraising targets ☐ Breakdown annual target into monthly goals
  • Identify Potential Donors - Due in 2 weeks
    ☐ Research potential donors ☐ Create a database of potential donors
  • Launch Fundraising Campaigns - Due in 5 weeks
    ☐ Send out fundraising letters ☐ Start social media campaigns
  • Promote Fundraising Events - Due in 2.5 months
    ☐ Create event promotional materials ☐ Advertise events on social media

Important, Not Urgent

  • Develop Fundraising Campaigns - Due in 3 weeks
    ☐ Brainstorm campaign ideas ☐ Create a timeline for each campaign
  • Create Fundraising Materials - Due in 4 weeks
    ☐ Design promotional materials ☐ Write compelling fundraising letters
  • Plan Fundraising Events - Due in 2 months
    ☐ Choose event type ☐ Plan event logistics
  • Secure Event Sponsors - Due in 2 months
    ☐ Identify potential sponsors ☐ Contact potential sponsors
  • Apply for Grants - Due every 6 months
    ☐ Research grant opportunities ☐ Submit grant applications
  • Prepare for Next Year's Fundraising - Due in 12 months
    ☐ Review this year's fundraising ☐ Plan for next year's fundraising

Urgent, Not Important

  • Monitor Fundraising Progress - Due every week
    ☐ Update fundraising tracker ☐ Analyze progress towards goals
  • Report Fundraising Progress - Due every month
    ☐ Compile monthly fundraising reports ☐ Present reports to stakeholders
  • Train Fundraising Volunteers - Due as needed
    ☐ Recruit volunteers ☐ Train volunteers on fundraising procedures
  • Follow Up with Potential Donors - Due every 2 weeks
    ☐ Send follow-up emails ☐ Make follow-up calls
  • Host Fundraising Events - Due in 3 months
    ☐ Coordinate event logistics ☐ Ensure smooth running of events

Neither Urgent Nor Important

  • Evaluate Fundraising Events - Due after each event
    ☐ Gather feedback from attendees ☐ Analyze event success
  • Thank Donors - Due after each donation
    ☐ Send thank you notes ☐ Recognize donors on social media
  • Update Fundraising Database - Ongoing
    ☐ Add new donors to database ☐ Update donor contact information
  • Revise Fundraising Strategies - Due every 3 months
    ☐ Review fundraising effectiveness ☐ Make necessary changes to strategies