Manage your fundraising efforts from one single view.
Created by Workflowy.
Whether you're a non-profit or a charitable foundation, raising funds is an essential activity that will determine how successful and how much impact your organization can have.
This simple fundraising efforts template makes it easy to keep track of prospects through the fundraising process.
By using a fractal board layout, we can track prospects as your organization reaches out to them, schedules a call or meeting to pitch them on donating and finally following up once they've committed to making a donation.
Each prospect gets a card in this template. The card features sections to list the estimated amount you'll pitch them for, a likelihood % to make it easier to see which prospects are worth more of your time following up with, a place for their contact details and a notes section.
As you contact the individual prospects, you move their cards towards the right side of the board - making it easy to visually track where you ae with everyone at any given moment.
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