The MPD Tab in the Contacts area is the core financial information area about your contacts. This page tells you the MPD phase of the contact, from stranger to committed financial giver or pray-er, as well as who referred this contact, all of their gifts to date, whether they get your newsletter or not, etc. This section covers these concepts in brief. They are expanded on subsequent topics.
Overview
The MPD Tab contains the primary fields that define a contact's financial partnership on your team.
MPD Tab fields
MPD Phase
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The point your contact is at on the cycle of MPD for your team.
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Read More > MPD Phase
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Next Ask
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To schedule a future “ask” time. Tip: Almost all of your contacts should be challenged at some point in the future.
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Read More > Next Ask
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Pledge
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Dollar amount and frequency of pledge. Check box indicates they have begun fulfilling their pledge. Tip: Do not check the box when you record the pledge. TntMPD will check the box when you receive/download the next gift.
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Read More > Pledge
View > Video: Entering Pledges
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Region
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Geographically combine your contacts. Useful for lookups and future MPD maintenance. You define regions that work for you.
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Read More > Region
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Referred by
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Type the name of the person who gave you their name. If “Referred by” is bold (as shown in picture above), that indicates this contact has several referrers; click on the bold letters to see the whole list.
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Read More > Referred by
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Likely to Give
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To assist in future fund-raising, you can assign one of three likely-to-give levels.
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Read More > Likely to Give
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There are four check boxes for doing future lookups and analysis of your team:
Send Newsletter
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For people who receive your newsletter. This checkbox (true/false) is used when doing the Newsletter Recipients and Relevant Contacts lookups.
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Read More > Send Newsletter
View > Video: Create Newsletter List
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Deceased
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To avoid the loss of financial history, do not delete a donor who is deceased. TntMPD does several things automatically once you check this box to make it apparent when a contact is deceased.
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Read More > Deceased Contacts
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Direct Deposit
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In some countries, ministry partners can give recurring gifts directly via their bank accounts. This check box helps you track who those are.
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Read More > Direct Deposit
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Magazine
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If your organization has one, check this box to indicate who you send this magazine to.
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Read More > Magazine
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Bottom Section
The lower half of the page is the giving history of this contact. The column on the left lists the date of each gift, followed by the amount, and any appeal with which this gift is associated.
For information on how to add, delete, and edit gifts shown on this page, refer to the topic on Giving History.
Read More > Giving History
The box on the right is a graphic history of this contact’s giving. You can choose how many periods to view, as well as whether you want to view just this contact or the Current Group of contacts. The Current Group is the list of contacts to the left (not shown in the above picture).
Tip: Gifts columns
You can change the columns in the Gift window shown by dragging the column headings to the left or right (there may not always be additional columns). You can widen any column by clicking on the line between two columns.
Read More > Gifts & Appeals
Summary Data
At the top right of the Contact View is a summary of each contact's MPD activity. This displays five items:
Send Newsletter
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If the contact's "Send Newsletter" box is checked, an envelope will appear.
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MPD Phase or Pledge
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The MPD Phase is shown unless they are a financial partner. In that case, it shows their pledge amount and frequency.
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Giving Status
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A colored dot representing their status. A PARTNER-Financial will show no average until their first gift is received, even if the Pledge box is checked. See the table below for a description of each colored dot.
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Average monthly gift
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This average computes differently for financial partners (PARTNER-Financial MPD Phase) than for other MPD Phases. Financial partners are computer on the average associated with their pledge, while non-financial partners are computed on a straight 12-month average.
Read More > How monthly average is computed
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Donor Number
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If you download gifts from your organization, TntMPD will display the donor number(s) for this contact.
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Color
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Example
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Who?
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Light Blue
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Financial partners: Pledge box unchecked and no gifts ever received.
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Green
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Financial partners: Current on pledge.
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Yellow
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Financial partners: Behind on pledge (30-60 days)
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Red
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Financial partners: Behind on pledge (61 days or more)
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Gray
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Only contacts whose MPD Phase is not PARTNER-Financial
No gifts in the last 12 months.
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Dark Purple
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Only contacts whose MPD Phase is not PARTNER-Financial
Gave a gift in the last 6 months.
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Light Purple
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Only contacts whose MPD Phase is not PARTNER-Financial
Gave a gift 6-12 months ago.
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Read More
Read More > Color Coding
Read More > View Organization Info
Tip: Address / Phone numbers out of sync with your organization
Out of sync. When a contact’s address/phone in TntMPD has an unresolved discrepancy with your organization’s address/phone, their address/phone will be bold and red. There is a special Lookup just to find and resolve all these issues
Click on the red address or phone to view your organization's information.
If you see the organization's address is one you know is an old address, contact the office so they can update their address.
Read More > Address / Phone Out of Sync
Note: TntMPD will only compare your organization's address with your database when you use Address Input from Web. It will not make this comparison on an ongoing basis as you download gifts. When you do an Address Input from Web, it will clear any choices you made previously about whether to accept TntMPD or accept your organization.
MPD Phase
The MPD Phase is a critical piece of information for TntMPD.
n/a
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The default MPD Phase for a new contact. However, you should move your contacts into another phase as quickly as possible. If this contact is a person you do not intend to ask to join your team, you should move them to #100, “Never Ask”
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Never Contacted
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The typical starting place for a new contact. Ideally, most contacts will move through these early phases rapidly!
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Ask in Future
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As a contact moves through the phases, you will typically start them with Ask in Future. Also, a contact may have requested that you contact them again “at a later date”.
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Call for Appt
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You have initiated some form of ‘contact’ with your ‘contact’ and now need to follow up on it. For example, you may have sent a letter and now need to follow it up with a phone call.
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Appt Scheduled
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Obvious.
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Call for Decision
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The appointment or phone call has occurred, and now you need to follow it up (soon) for a decision.
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This is the Decision Line.
Contacts above this line have not made a decision,
while those in the phases below have made a decision.
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PARTNER-Financial
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This contact is a regular giver; their giving will be automatically checked against their pledge, and you will be alerted when they give an amount greater than their pledge.
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PARTNER-Special
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This contact has indicated a willingness to give, but without a specific time frame or amount. When they give, you will be alerted to send a thank you.
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PARTNER-Pray
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A contact who has committed to praying regularly for your ministry.
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Not Interested
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This person has been contacted and has indicated a desire not to be a part of your ministry.
This is their "No" decision.
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Unresponsive
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You have not been able to get a response from this contact. This differs from "Not Interested" because you are not able to determine whether or not they are Not Interested. (No decision has been made.)
The great challenge with this group is finding the balance between being persistent and being pushy. You may want to contact the original referrer for insight on how to approach this contact for a decision.
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Never Ask
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You do not intend to ask this person to join your team. They may be a family member who gets your newsletter but is not interested in your ministry per se. Or they may be deceased.
This is your "No" decision.
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Research Abandoned
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You have not been able to reach this contact at all.
You may want to contact the original referrer to see if you can get more accurate contact information.
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Expired Referral
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It is prudent to follow up on referrals quickly. After an extended period, it may be awkward to use the referrer's name. These contacts are valid referrals, but a reasonable time to contact them has passed.
You may want to contact the original referrer to see if you can get more accurate contact information.
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MPD Phase Flow Chart
More on MPD Phase
MPD Phase is a critical piece of information. You should select an MPD Phase for every contact.
The MPD Phase, in combination with the Pledge amount and frequency, are the cornerstone of the lookups and analysis tools.
Best MPD Phase for new contacts:
By default, new contacts are assigned "n/a" as their MPD Phase. You should change them to "Never Contacted" until you make the initial contact, at which point you would begin moving them down the list.
You can change the MPD Phase for the entire Current Group.
You cannot use Change a Field to change the MPD Phase to "PARTNER-Financial" because TntMPD requires financial partners to also have a pledge amount and frequency.
TntMPD suggests MPD Phase changes
TntMPD has a special feature that will sometimes prompt you to change a contact’s MPD Phase based upon a certain task you perform.
Read More > MPD Phase
Pledge Amount
If a contact's MPD Phase indicates they are a regular financial giver (“PARTNER-Financial”), then TntMPD compares their giving to their pledge commitment and offers assorted features:
•Automatic Actions for New Gifts (TntMPD checks a gift when it is downloaded, and creates tasks for you if warranted)
Read More > Automatic Action for New Gifts
•Pledge Fulfillment Report tells you the current status of each financial partner in relation to their pledge.
Read More > Pledge Fulfillment Report
•Updates the Status Dot
•Support Progress box on the Analysis View.
Read More > Pledge
Filed under: contacts, Contact View, MPD tab, contacts MPD Phase, MPD Phase, Contact View MPD tab, MPD tab overview, contacts summary data, giving summary data, summary data, giving, reference guides, reference guides MPD tab, MPD Tab reference guides