Page History
...
If you see an interruption in someone's normal giving pattern, reach out. Don't be that field worker that causes a grieving widow more tears because you were "too busy" (or too scared) to call about a lapse in giving. You're not a "debt collector" (as the Enemy would like you to think); You're a person who notices others and checks up on them when something changes. People usually don't want to stop giving. So, when they intentionally stop stop giving, usually something big has happened (death, loss, stolen credit card, furloughed from work, hospitalization, etc). There are also times when people unintentionally stop giving (ex: credit or debit cards expired). They don't even know their giving has had an interruption. Either way, We show these disruptions in giving as "suspended gifts" or "non-current donors." And it's very valuable and encouraging to the donor supporter when you reach out promptly. Reaching out to a supporter who has had a disruption in their giving (we call these "non-current donors") communicates care and concern to your supporter and can be a very encouraging conversation for you as well.
Here's how:
Discover who is suspended /non-current
- Check for changes in giving.
- MPDx or TNTMPD: here's how to sync your giving data.
- Toolbox: here's where to find giving data.
To try and figure out who the donors are from within Toolboxfind what donors are in the suspended category, go to the promises Promises report within Toolbox (https://toolbox.reliant.org/mtd/promised-gifts), filter for active gifts, and sort the results by next transaction date, ascending (oldest first); the active gifts at the top of the list with next transaction dates in the past are most likely your non-currentsyour suspended gifts.
- Partner Essentials (use MPDx tutorials): How to sync your giving data.
- TNTMPD: How to sync your giving data.
Reach out
These conversations are encouraging because they’re a way to communicate care and concern to your supporter.
...