Non-Profit Fundraising and Follow-up Tracker Template

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Enhance your non-profit organization's fundraising efforts with this comprehensive tracker template. This tool helps you systematically organize and track your fundraising activities, ensuring no potential donor is overlooked and financial goals are met.

By utilizing this template, you can streamline your fundraising process, from identifying potential donors to post-event follow-ups, and ultimately maximize your outreach and contributions.

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Non-Profit Fundraising and Follow-up Tracker for Priority Matrix

Non-Profit Fundraising and Follow-up Tracker in Priority Matrix

Organize and track your non-profit's fundraising efforts and ensure all potential donors are effectively followed up with.

You can start using Non-Profit Fundraising and Follow-up Tracker or other Non-Profit Project Templates with Priority Matrix in just a few steps:

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  2. Start adding your items to the matrix
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Proposed Tasks

Urgent & Important

  • Task 1: Identify Potential Donors - Due in 1 week
    ☐ Research potential donors ☐ Create a database of potential donors
  • Task 4: Distribute Fundraising Materials - Due in 1 month
    ☐ Mail fundraising letters ☐ Email electronic materials
  • Task 5: Track Fundraising Responses - Due in 5 weeks
    ☐ Record all responses to fundraising efforts ☐ Update donor database
  • Task 6: Follow Up with Potential Donors - Due in 6 weeks
    ☐ Send follow-up letters ☐ Make follow-up calls
  • Task 8: Post-Event Follow Up - Due in 10 weeks
    ☐ Send thank you notes ☐ Record donations

Important, Not Urgent

  • Task 2: Develop Fundraising Strategy - Due in 2 weeks
    ☐ Define fundraising goals ☐ Identify key fundraising activities
  • Task 3: Create Fundraising Materials - Due in 3 weeks
    ☐ Design fundraising brochure ☐ Write fundraising letters
  • Task 9: Evaluate Fundraising Success - Due in 3 months
    ☐ Compare actual funds raised to goals ☐ Analyze effectiveness of fundraising efforts
  • Task 10: Plan Next Fundraising Strategy - Due in 4 months
    ☐ Identify improvements for next fundraising cycle ☐ Set new fundraising goals

Urgent, Not Important

  • Task 7: Organize Fundraising Event - Due in 2 months
    ☐ Plan event details ☐ Invite potential donors