Giving Tab - Gifts Settings

New Gift / Edit Gift

Setting Description
Type Select the type of gift (such as cash, property, stock, in-kind services, etc.). These gift types can be created and modified by configuring prompts for Slate standard advancement fields. This field is required to save a gift.
Fulfilling This field displays if a pledge or planned gift exists, allowing the gift to be associated with the pledge or planned gift.
Campaign Allows for the ability to associate an individual gift with a particular fundraising campaign. Select the appropriate campaign from the list. 
Fund Select the appropriate fund from the list. These are particular accounts where people can donate. All gifts must be associated with a fund. 
Appeal This field displays only if specific appeals have been set up. These are specific outreach efforts, such as a new graduate appeal. 
User The gift officer to be associated with a solicitation or gift. This defaults to the current user but can be changed.
Date of Gift Select the date the gift was received.
Gift Status Select the status of the gift. Statuses for gifts, pledges, and planned gifts can be configured when setting up the Slate standard advancement fields. This field is required to record a gift. 
Amount Enter the amount of the gift. This field is required to save a gift.
Fair Market Value Enter the taxable amount of any item given to the donor as a result of the gift (e.g., tickets to a game, t-shirt, etc.). This value defaults to $0.00.
Tax Amount This field automatically calculates the amount reported for tax purposes (amount minus the fair market value).
Anonymous If selected, the donor's name will not appear in external publications.
Occasion Should the gift be made with a particular reason, such as In Honor Of or In Memorium, selecting the appropriate prompt will allow the gift to be connected to a separate existing record within Slate.
Honoring Search for a record within Slate for which to associate the occasion reason.
Honoring Other If honoring an individual not in Slate, enter a free-text honoree name. 
Notes This field stores custom, internal notes associated with a gift, pledge, or planned gift.
External ID This field allows for a unique ID to be assigned to a particular gift, typically to export to other systems.
Suggested Soft Credits This field pulls in linked relationship records to easily apply soft credits. Can be defaulted according to how the relationship records are configured. 
Soft Credits Search active records in Slate and add additional soft credits (non-relationships). 
Documents This field displays advancement materials associated with particular gifts, pledges, or planned gifts (such as copies of checks).
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