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  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 fixed goal (long-term goals are still created via Staffnet). 

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

Received Gifts

This section is where you can see all the gifts that have actually come into the account you are responsible for. 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 (recurring or one-time)

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

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.


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 whose giving had an end date so their giving was completed. 

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MTD Dashboard Sections

Personal Information

In this This section , there will be provide some basic information about you as a ministry worker. If you are an intern/resident, your personal information dashboard will have these sections:

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

  • Ministry Assignment: The church a ministry worker 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; Sustaining= working in assignment


If you are a long-term ministry worker with a support goal on Staffnet, your personal information dashboard will have these sections:

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

  • Ministry Assignment: The church a ministry worker works with

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

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

  • Release Date: The date in on which you were fully funded and released to the ministry assignment
  • Training Date: The date you attended a Reliant training

Fundraising

In this This section , there will be give a great overview of your MTD journey. If you are a resident/intern, here is how your fundraising section will look:

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

  • Time Left: How much time is 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 been 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)

If you are a long-term ministry worker, here is how your fundraising section will look:

  • Goal: Current active goal 

  • Monthly Promises: Total monthly amount of recurring gifts

  • Not Current: Total monthly amount of promises (recurring gifts) that are non-current. This includes any frequency of recurring giving broken down monthly (ex: if someone gives $1,200 annually, it will show up as $100/month).

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

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: The amount of funds that has have come in from promised giving so far this current month

  • Promised Gifts Remaining: any  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

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 to month instead of just daily in real-time. It can be very helpful to use this section to make sure ensure your progress is moving at the pace you expect it to be. 

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) will appear. 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. 



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 (if support letters is are part of your MTD strategy)
  • Connection attempts for decision - any attempt to connect with a donor about decisions on hold
  • Decision responses - a record of the decisions made my by 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 your presentation, writing MTD letters, working on prayer updates, etc).

Entry FormThis is the section where you will input your daily activity from the listed sections listed. Best The 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. 

GoalsThis last section is where you (the ministry worker) 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 Goal
Support Goal

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 mannerpromptly.