Page History
...
UI Expand | ||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ||||||||||||||
You can dive in even further by selecting either the Last Recurring or One-Time gift. You'll be able to see the ongoing or one-time gifts from a specific donor with the date on the left and the amount on the right. This is a great way to see if an individual has changed their giving. You can also search on the left by payment type, gift type, and a specific time frame for a specific donor.
|
UI Expand | ||
---|---|---|
| ||
|
UI Expand | ||||
---|---|---|---|---|
| ||||
One of the forms that has lived solely on Staffnet until now was the New Promise Gift form. 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; sometimes, 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. This now lives on Toolbox as well, Under the MTD Reporting Menu. Click that menu item, and it will take you to a page with clear instructions on how to send in that information. NOTE: Making any change using the New Promise Gift form is a manual process, this could take 2-5 business days to reflect on your percentage on Toolbox. |
UI Expand | ||
---|---|---|
| ||
Currently, the best way to see your most recent gifts would be to go to MTD Reporting > Received gifts. This will autofill ALL of your previous gifts. To see gifts in a specific timeframe, you can filter to see during a certain timeframe (See below for February 2024). Additional filters are available. Selecting by payment method will allow you to see check donors more easily. You can also filter by One-Time or Recurring. |
Is there something we should add to this page? Email mtd@reliant.org