Gifts, Pledges, and Planned Gifts
  • 23 Nov 2023
  • 1 minute read
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Gifts, Pledges, and Planned Gifts

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Article Summary

Gifts in Slate are segmented into three main categories: Gifts, Pledges, and Planned Gifts.

Category

Description

Gifts

Donations made in this category represent a current transaction (e.g. an institution has received something of value from a donor.)

Pledges

Donations made in the pledge category represent the intention of a donor to make a gift in the future. The donor can make a gift in fulfillment of a pledge. This fulfillment can be done as a single gift or over a series of installments.

Planned Gifts

Donations made in the Planned Gift category represent the intention of a donor to make a gift as part of their estate.


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