Page History

This is a place to see all the news and announcements that Reliant has made, most recently.

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

Ministry workers can use this section to see a summary of their daily and weekly activities 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 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 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).

See Direct Deposit for more detailed instructions.

This section of toolbox allows ministry workers to see their monthly account statements. Below is what is included:

• Giving & Fees - Includes all giving from the previous month as well as the fees pulled from the giving, such as admin
  • Restricted Giving– The restricted giving amount represents both the donations received and also includes the subtracted admin fees for a total restricted giving amount. Restricted giving funds receive tax-deductible donations made with the understanding that the donations will be used for an intended, specific stated purpose of the fund (examples include MTD Funds and Project Funds). 
  • Unrestricted Giving – This type of fund does not accept tax deductible donations and is typically only used for internal purposes such as internal transfers between departments.
• Payroll Expenses - This can include wages, salaries, parsonage, subsidies, medical insurance,

In 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 for things to be approved promptly. 

If you have already created a support goal in Toolbox, you will see your support goal with details.