Fundraising Task Prioritization Template

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Ensure your not-for-profit organization focuses on the most critical and impactful fundraising tasks using the Priority Matrix. This template helps you identify and prioritize urgent tasks, allowing you to delegate less critical activities effectively.

By implementing this prioritization strategy, you can optimize your fundraising efforts, ensure key tasks receive the attention they need, and ultimately drive better results for your organization.

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Fundraising Task Prioritization for Priority Matrix

Fundraising Task Prioritization in Priority Matrix

Prioritize urgent and high-impact fundraising tasks to maximize not-for-profit fundraising efforts.

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Proposed Tasks

Urgent and Important

  • Task 7: Organize Volunteer Training (due in 3 days)
    ☐ Identify training needs ☐ Plan training content ☐ Arrange training date and time
  • Task 1: Develop Major Donor Strategy (due in 2 weeks)
    ☐ Identify potential major donors ☐ Develop personalized approach strategies ☐ Set meetings with potential donors
  • Task 2: Plan Fundraising Event (due in 1 month)
    ☐ Decide event type and theme ☐ Secure venue and date ☐ Plan event logistics
  • Task 10: Recruit New Volunteers (due in 6 weeks)
    ☐ Identify volunteer needs ☐ Advertise volunteer opportunities ☐ Interview potential volunteers

Important, Not Urgent

  • Task 3: Create Fundraising Marketing Plan (due in 3 weeks)
    ☐ Identify target audience ☐ Develop messaging ☐ Choose marketing channels
  • Task 9: Prepare Fundraising Report (due in 1 month)
    ☐ Gather fundraising data ☐ Analyze data ☐ Write report
  • Task 5: Apply for Grant (due in 2 months)
    ☐ Identify suitable grants ☐ Prepare grant proposal ☐ Submit proposal

Urgent, Not Important

  • Task 4: Review and Update Donor Database (due in 2 days)
    ☐ Update donor contact information ☐ Record recent donations ☐ Identify lapsed donors
  • Task 6: Send Thank You Notes to Donors (due in 1 week)
    ☐ Identify recent donors ☐ Write personalized thank you notes ☐ Mail or email notes

Neither Urgent Nor Important

  • Task 8: Update Website with Recent Successes (due in 5 days)
    ☐ Identify successes to highlight ☐ Write content for website ☐ Update website