| Setting |
Description |
| Type |
Select the type of pledge (such as cash, property, stock, in-kind services, etc.). These pledge types can be created and modified by configuring prompts for Slate standard advancement fields. This field is required to save a pledge. |
| Campaign |
Allows for the ability to associate an individual pledge 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 pledges must be associated with a fund. |
| Opportunity |
Associate the pledge with a potential gift suggested by institutional research and giving history. This will only display if there is an opportunity for the record. |
| Appeal |
This field displays only if specific appeals have been set up. These are specific outreach efforts, such as a new graduate appeal. |
| Anonymous |
If selected, the donor's name will not appear in external publications. |
| Revocable |
Select whether the pledge can be reversed by the donor or if the gift is a contractual or legally binding agreement. |
| User |
The gift officer to be associated with a solicitation or pledge. This defaults to the current user but can be changed. |
| Date |
Select the date the pledge was made. |
| Status |
Select the status of the pledge. 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 pledge. This field is required to save a pledge. |
| Occasion |
Should the pledge be made with a particular reason, such as In Honor Of or In Memorium, selecting the appropriate prompt will allow the pledge 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 pledge, 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). |
| Configure Installments |
Select this option to set up installments. |
| Start Date Override |
By default, the initial installment date will default to the date of the pledge. Inserting a date in this setting will override that date. |
| Number of Installments |
Enter the total number of payments for which the pledge to be fulfilled. |
| Months Between Installments |
Enter the monthly recurrence of the installment (e.g. every month = 1; every other month = 2; twice a year = 6; etc.). |
