Page History

This section is where you can see all the gifts that have 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 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. 

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.

In this section, ministry workers are able to view their donors as well as their donor information and history of giving. 

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

Donor History

• Find the donor you are looking for, or you can use the search bar on the left
  • NOTE: you can select Active, Suspended (Non-Current), or Ended status!
• Once you have located that donor, you can select the arrow by their name to see some historical data.
• For a more details for that donor, click on the date of the last recurring gift
  • This will open up a new browser window that contains all the giving from that donor
  • NOTE: you can filter this list by date, payment, or gift type 

This form allows you to notify gift services when someone has verbally committed to giving a certain amount through a certain time frame but isn't able or willing to go through our recurring gift structure. Sometimes this can look like a check donor committing to give $25 a month, or this can look like a donor committing to give a large gift of $2,000 every July.

Regardless of the situation, this form can notify gift services that this is the plan, and we can make that change in the background once the first gift is received to allow it to show up in your ongoing percentage.

The page itself has clear instructions on how to submit this form, so if you find yourself in this situation, head to that section of Toolbox and fill out the form. 

The Datasync file is a downloadable file that contains all your historical data. This can be used to upload content to your database for ongoing progress. Here is a Solomon page that explains how you can use this datasync file with your preferred database.