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title"Where do I find an individual donor's history?"


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UI Step

After logging into Toolbox, open the menu item labeled "MTD Reporting" on the left.

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Scroll down and select "Donors"

. This will pull up a list of your donors. The basic settings are set on "Active" donors, but you can select "Suspended," "Ended," or "

Ended

All" to see other categories of donors.


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Once you have the list of donors up that you'd like to view, you can see overall information about each donor by selecting them individually:

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To see an individual donor's overall giving history, click on the caret next to their name:


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You can dive in

even

further by

selecting either

clicking on the date of the Last Recurring or Last One-Time gift.

You'll be able to see

This will show you all the ongoing

or

and 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

 


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UI Step

Within that individual donor's data, you can also

search

filter on the left by

payment type

Payment Method (Direct Debit, Credit Card, Check), gift type

, and a specific time frame for a specific donor. 
 

(Recurring or One-Time), and filter to understand your partner's giving tendencies, look for special gifts, or to understand better which payment methods the donor uses.


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UI Expand
title"Where is the Datasync file now located?"
  1. After logging into Toolbox, open the menu item labeled "MTD Reporting"
  2. Scroll down and select "Datasync".
  3. This will pull up the page where you can download your own personal datasync file to use with different Database platforms
    1. Here is a Solomon page that talks about how to use this file with different systems. 




UI Expand
title"Where do I go to find the New Promise Gift form?"

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.

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title"How can I see my most recent gifts?"

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. 

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Is there something we should add to this page? Email mtd@reliant.org