As a Key Contact of an organization, how do I see where “members” within my organization are serving?

On your organizational Dashboard, under My Account and Member Reports, click the buttons to view:

  1. Pending Gifts/Commitments (View Instructional Video) – Pending Gifts are commitments by your Approved Members which they have not yet indicated they have fulfilled. For each Pending Gift you can see what they agreed to give (or service they agreed to provide), to whom, quantity and how long ago. For charities, “Pending Gifts” lists all outstanding commitments of your Approved “Members” to meet needs only of your organization. For churches and companies, this page lists all current commitments (adopted, but not yet completed) to meet needs of your organization and other organizations by your Approved “Members”. This allows you to view all of the giving activity that your organization is involved in across any date range or any type of need.
  2. Completed Gifts/Commitments (View Instructional Video) – Completed Gifts are commitments by your Approved Members which they have indicated that they have fulfilled. For each Completed Gift, you can see what each member gave (or service they provided), to whom, quantity, how long ago, how long it took them to fulfill the commitment, and a testimonial about their experience meeting each need. For charities, “Completed Gifts” lists all past commitments/gifts of your Approved “Members” to meet needs only of your organization. For churches and companies, this page lists all past commitments/gifts to meet needs of your organization and other organizations by your Approved “Members”. This allows you to view all of the giving activity that your organization is involved in across any date range or any type of need.

Your “members” can “complete” a Pending Commitment/Gift by logging back into their account after they have met the need, going to their Personal Dashboard, clicking on My Pending Commitments, clicking on the Complete button next to the applicable need, entering a testimonial about their experience meeting the need and clicking Submit.