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.

This section

will

provide some basic information about you as a

ministry worker. If you are an intern/resident, your personal information dashboard will have these sections:

• Fund Number: The number Reliant uses to associate a person

• with their account

• Ministry Assignment: The church a

• ministry worker works with

• Program: The specific program the church offers

• Employment Status: Status with Reliant (Associate = Volunteer until hired)

• MTD Status: Initial = in full-time MTD;

• Sustaining= working in assignment

If you are a career ministry worker, your personal dashboard will have these sections:

• Fund Number: The number Reliant uses to associate a person with their account

• Ministry Assignment: The church a ministry worker works with

• Employment Status: Status with Reliant (Associate = Volunteer until hired)

• MTD Status: Initial = in full-time MTD; Sustaining= working in assignment

• Release Date: The date on which you were fully funded and released to the ministry assignment
• Training Date: The date you attended a Reliant training

This section

will

give a great overview of your MTD journey

. If you are a resident/intern, here is how your fundraising section will look:

• Start Date: The date the ministry assignment is due to begin

• Time Left: How much time is left until the release date

• Goal: Current active goal 

• Amount Received: Total amount of funds received (includes single gifts

• and any promised gifts that have been actualized)

• Amount Promised: Total amount of gifts that are scheduled to be given in the future

• Amount Remaining: Total amount of funds left to raise to reach 100% funded

• Suspended Promised: Any gift that has been put on hold due to the funds not being received (often a credit card issue)

If you are a long-term ministry worker, here is how your fundraising section will look:

• Goal: Current active goal 

• Monthly Promises: Total monthly amount of recurring gifts

• Not Current: Total monthly amount of promises (recurring gifts) that are non-current. This includes any frequency of recurring giving broken down monthly (ex: if someone gives $1,200 annually, it will show up as $100/month).

• Suspended Promised: Any gift that has been put on hold due to the funds not being received (often a credit card issue)

This section lays out the giving that has happened in the current month. These numbers can change day to day as new donors sign up to give. 

• New Donors: The number of donors whose first gift given falls in the current month

• New Promised Gifts: Total amount of the gifts those donors are giving

• Promised Gifts Received: The amount of funds that

• have come in from promised giving so far this current month

• Promised Gifts Remaining:

•  Any promised giving that is expected to come in later this month

• Promised Gifts Total: Total amount of funds expected to come in throughout this month

• Single Gifts Received: Amount of single gifts received in this current month

• Projected Total: Total amount projected to come in from promised and single gifts

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).

for things to be approved

promptly. 

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