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Comment: Added "Married Couples" question.

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titleSomeone has financial questions outside of Toolbox

This could be regarding their support goal, paystub, benefits, etc.

Please have the worker contact your program team liaison or administrator for support when these questions arise.

If a worker has questions about a donor's gift or a question on behalf of a donor that you cannot help with, please have them reach out to the Gift Services team or the program team liaison.

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titleMarried Couples

When coaching a married couple:

  • Balance "Work in your strengths" with "Do what you need to do to raise your total amount." This is particularly important in relationships with a Type A wife and a more "passive" husband. Often, the husband will pass the harder work off to the wife because it's in her "strengths" but then he's off the hook for really going for it. As coaches, we can call these men to lead with strength; consistently challenging them to do the hard work of MTD out of love for his family and obedience to the Lord. (This is another area where MTD grows the person for ministry!)
  • Provide individual accountability. Accountability that is only based on the Reliant MTD hours and number of calls form can be too vague for a couple who is recording hours together, because it doesn't show what each individual is doing. It's better to have specific goals for the week with names of people to contact and follow-up with and then be asked "did you call so-and-so?" 
  • If both are working on MTD, coach both of them. Even if one has a lesser role. 


EOYA Questions

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titleShould someone in Initial MTD make a year-end ask?

Depends. EOYA appeals to a different type of giver than your recurring donor. For example, EOYA can be a great way to approach a larger-capacity giver whom your coachee is intimidated or with whom they cannot book a formal MTD presentation meeting (due to the giver's busy schedule). When this type of donor gives to a year-end appeal, it indicates a level of interest in the ministry and invites follow-up conversations and follow-up giving opportunities. 

If those you're coaching are willing to follow the Game Plan for End-of-Year Giving and only ask those who have not received an invitation to give in 6 months or more, then tell them to go for it. 

Here's another way to think about it: 

  • The EOYA appeals to a different type of donor than the monthly/ recurring donor. Because of that, yes, you can encourage those who are in Initial MTD to do an EOYA. However, they should only send the appeal to the following types of people: 

      • Larger capacity (wealthy)
      • Those who are non-committal (won't sign up for a recurring gift but might give a special gift)
      • Those who have previously said no to giving
      • Those who are extra hard to get a hold of/ ghosting
      • Those who have given a special gift but don't give on a recurring basis.

    This might end up being a concise list of people. But that's okay for year 1! It starts the healthy habit of offering a year-end giving opportunity.

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titleWhat if people aren't responding to the appeal? 
  • Double-check to ensure the person you're coaching has asked voice-to-voice or face-to-face. (If not, it's not too late to call them!)
  • Dig into how the follow-up is going. How often are they following up, and what are they saying? Here are some more Follow-up Strategies.
  • Encourage them to vary their follow-up with different times and different methods. 

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