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One of the websites many of you will use daily to track your MTD progress is called Toolbox. The main uses of Toolbox for a missionary are:

  1. Home Section - able to view announcements/news from Reliant Central
  2. MTD Reporting- see your current progress and donor information
  3. MTD Activity - a place to keep track of MTD activity and create MTD goals
  4. Support Goals - a place to see your current support goal and/or create a new one

If you have a question about anything on Toolbox, be sure to communicate with your Reliant Liaison. They can connect you to the right person to answer any question you might have. 


Home SectionHow to UseVisual
Dashboard

This is a place to see all the news and announcements that Reliant has made most recently

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AnnouncementsHere is a list of announcements made in the past in case you might have missed something or have further questions

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NewsThis is a great list to help see deadlines for New Staff Trainings or particular employment information

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MTD ReportingHow to UseVisual
DashboardThis is where more missionaries visit most often on Toolbox.  See the table below for more details about each section!

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Received Gifts

This section is where you can see all received gifts. Using the filters found on this page, you can view which donors have given by debit card, credit card, or by check (or if you want to see all received gifts, select all). 

You can also filter by gift type (monthly, or one time)

Lastly, if you'd like to see the gifts given within a certain time frame, you can set those parameters. 

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Promised Gifts

This section allows you to see all the promised gifts that have been set up. There are a few different ways you can filter these gifts:

Promise status:

  • All - View all promised giving
  • Active - View promised giving that is currently active
  • Suspended - View promised giving that is currently on hold due to the last month's gift not being actualized (usually a credit card issue)
  • Ended- View promised gifts that have been terminated or canceled.


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Donors

In this section, missionaries will be able to view their donors as well as their donor information. 

The donors can be filtered by active, suspended and ended. As a reminder:

Donor status:

  • All - View all donors
  • Active - View all donors that are currently giving
  • Suspended - View donors who have suspended gifts 
  • Ended- View donors who have ended their giving or who's giving had an end date so their giving was completed. 

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Lets dig in a little more into the MTD dashboard to walk through some of the terminology that you'd see there.

MTD Dashboard Sections

Personal Information

In this section, there will be some basic information about you as a missionary.

  • Fund Number: The number Reliant uses to associate a person to their account

  • Ministry Assignment: The church a missionary works with

  • Program: The specific program the church offers

  • Employment Status: Status with Reliant (Associate = Volunteer until hired)

  • MTD Status: Initial = in full time MTD; Active = working in assignment

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Fundraising

In this section, there will be a great overview of your MTD journey, from your current goal, current percentage, how much time you have left, etc.

  • Start Date: The date the ministry assignment is due to begin

  • Time Left: How much time left until the release date

  • Goal: Current active goal 

  • Amount Received: Total amount of funds received (includes single gifts, and any promised gifts that have actualized)

  • Amount Promised: Total amount of gifts that are scheduled to be given in the future

  • Amount Remaining: Total amount of funds left to raise to reach 100% funded

  • Suspended Promised: Any gift that has been put on hold due to the funds not being received (often a credit card issue)

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Current Month

This section lays out the giving that has happened in the current month. These numbers can change day to day as new donors sign up to give. 

  • New Donors: The number of donors whose first gift given falls in the current month

  • New Promised Gifts: Total amount of the gifts those donors are giving

  • Promised Gifts Received: amount of funds that has come in from promised giving so far this current month

  • Promised Gifts Remaining: any promised giving that is expected to come in later this month

  • Promised Gifts Total: Total amount of funds expected to come in throughout this month

  • Single Gifts Received: Amount of single gifts received in this current month

  • Projected Total: Total amount projected to come in from promised and single gifts

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Monthly SummaryOnce a month ends, Toolbox will calculate a summary of the numbers that were given during the Current Month section. This allows missionaries to see their progress month over month instead of just daily in real time. It can be very helpful to use this section to make sure your progress is moving at the pace you expect it to be. 

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MTD Weekly ActivityThis section is where any MTD activity will appear that is entered into the MTD activity section on Toolbox (found under MTD Reporting). Fundraising coaches can use this section to find patterns and help missionaries see what is working well for them, and what things they can change to make better progress. It also helps to calculate your 4 week average of each activity so it can be compared to the goals that you and your coach have set up. 

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MTD ActivityHow to UseVisual
Summary

Missionaries can use this section to see a summary of their daily and weekly activity during the MTD process. Here are the definitions of the different sections:

  • Initial Connection attempts by call - any attempt to make an initial communication by phone
  • Connection attempts by text - any attempt to make an initial communication by text (this can be SMS, email, Facebook message, etc.)
  • Responses - when anyone responds to an initial communication (only count one response per person, not multiple texts)
  • Appointments set up - number of appointments set up in a given day
  • Appointments kept - number of appointments kept in a given day
  • MTD Letters Sent - number of support letters sent out in a given day
  • Connection attempts for decision - any attempt to connect with a donor about decisions on hold
  • Decision responses - a record of the decisions made my donors in a given day
  • New recurring-gift partners - number of new recurring partners added
  • New recurring gifts - dollar amount (by month) of new recurring gifts
  • New single gift partners - number of new single gift donors added
  • New single gifts - dollar amount (total) of new single gifts
  • New names gained - new connections given by donors
  • People left for initial connection - total number of names left on connection list to contact
  • Decisions on hold remaining - how many people are still considering (yes, or maybes) to give
  • Active hours worked - any MTD work that involves direct contact with donors (phone calls, appointments, call back for decisions, etc.)
  • Passive hours worked - any MTD work that does not involve direct donor contact (working on presentation, writing MTD letters, working on prayer updates, etc).

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Entry FormThis is the section where you will input your daily activity from the sections listed. Best practice is to log on and do an entry every day to track real patterns, but the minimum requirement is to fill this out once a week. Your coach will be using this information to help build goals for later MTD weeks. 

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GoalsThis last section is where you (the missionary) and your MTD coach and/or supervisor can think through 3 weeks ahead and create goals to work toward. These goals will appear on the MTD summary section of your dashboard so you can see how your goals compare to your real time numbers. 

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Support GoalsHow to UseVisual
Support GoalIn this section, you'll be able to see your current goal, or if you don't have one yet, create a new goal. You can also create a new goal at any time if something in your program has changed. These goals will need to be approved by the Reliant Central Team, so be sure to communicate with your Liaison when you make changes in order for things to be approved in a timely manner.