Reference Guide: The MPD Tab

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	The point your contact is at on the cycle of MPD for your team.	Read More > MPD Phase
Next Ask	To schedule a future “ask” time. Tip: Almost all of your contacts should be challenged at some point in the future.	Read More > Next Ask
Pledge	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.	Read More > Pledge
Region	Geographically combine your contacts. Useful for lookups and future MPD maintenance. You define regions that work for you.	Read More > Region
Referred by	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.	Read More > Referred by
Likely to Give	To assist in future fund-raising, you can assign one of three likely-to-give levels.	Read More > Likely to Give

There are four checkboxes for doing future lookups and analysis of your team:

Send Newsletter	For people who receive your newsletter. This checkbox (true/false) is used when doing the Newsletter Recipients and Relevant Contacts lookups.	Read More > Send Newsletter
Deceased	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.	Read More > Deceased Contacts
Direct Deposit	In some countries, ministry partners can give recurring gifts directly via their bank accounts. This check box helps you track who those are.	Read More > Direct Deposit
Magazine	If your organization has one, check this box to indicate who you send this magazine to.	Read More > Magazine

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.

MPD Phase or Pledge	The MPD Phase is shown unless they are a financial partner. In that case, it shows their pledge amount and frequency.
Giving Status	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.
Average monthly gift	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
Donor Number	If you download gifts from your organization, TntMPD will display the donor number(s) for this contact.

Color	Example	Who?	Description
Gray		Non-financial contacts	No current gifts
Light Blue		Financial partners	Pledge box unchecked and no gifts ever received
Green		Financial partners	Current on pledge
Yellow		Financial partners	Behind on pledge (30-60 days)
Red		Financial partners	Behind on pledge (61 days or more)
Purple		Only partners whose MPD Phase is not PARTNER-Financial	Recent gift

n/a	The default MPD Phase for a new contact. However, you should move your contacts into another phase as quickly as possible.
Never Contacted	The typical starting place for a new contact. Ideally, most contacts will move through these early phases rapidly!
Ask in Future	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.
Call for Appt	You have initiated some form of interaction 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.
Appt Scheduled	Obvious.
Call for Decision	The appointment or phone call has occurred, and now you need to follow it up (soon) for a decision.
This is the Decision Line. Contacts above this line have not made a decision, while those in the phases below have made a decision.
PARTNER-Financial	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.
PARTNER-Special	This giver does not have a regular pledge. When they give, you will be alerted to send a thank you.
PARTNER-Pray	A contact who has committed to praying regularly for your ministry.
Not Interested	This person has been contacted and has indicated a desire not to be a part of your ministry.
Never Ask	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.

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