Welcome to Solomon!

Enter the Access Code below

Access code is invalid

Solomon Logo

Versions Compared

Old Version 5

changes.mady.by.user Mike Swann

Saved on

compared with

New Version Current

changes.mady.by.user Keva Ambre

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Updated how to find lapsed donors in Toolbox

...

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

  • Toolbox: Go to your giving data page. Filter for "Gift Status: Suspended" and a list of suspended gift donors will appear.
    Image Added  
  • Partner Essentials (use MPDx tutorials): Sync your giving data. Check for changes in giving. 
  • TNTMPD: Sync your giving data. Check for changes in giving. 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 Toolbox, go to the promises report (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-currents.


Reach out

These conversations are encouraging because they’re a way to communicate care and concern to your supporter.

...