Campaign

Campaigns are configured in the Campaigns section of the Database. Once created, a list of available campaigns will be available for selection when entering a gift.

n/a

n/a

Gift Type

By default, all prompt values for gift_type will appear under gifts, pledges, and planned giving. These prompt values may be restricted to only display under gifts, pledges, or planned giving through the use of a PKV.

Examples of gift types may include:

• Cash

• Property

• Stock

• In-Kind Services

gift_type

n/a

Gift Appeal (Legacy)

🔔 Important!

Gift Appeals must now be stored in the appeals dataset. This document describes storing basic appeals information through a legacy method that should no longer be used.

A specific outreach, such as a new graduate appeal. This field will only appear when a prompt list exists.

gift_appeal

 n/a

Gift Status

Status of a gift. Ex: Received

This field shares the same field and prompt list as pledge status, and planned giving status.

The prompt requires a category of "Received".

gift_status

Received

Fund Type

Funds can be categorized by creating a field with the key of "fund_type."

A prompt list can be associated to this field to house the prompt categories. Leveraging this field allows for greater control over the funds list for use on forms. 

n/a

n/a

Pledge Status

Status of a gift. Ex: Pledged

This field shares the same field and prompt list as gift status and planned giving status.

The prompt requires a category of "Pledged".

gift_status

Pledged

Planned Giving Status

Status of a gift. Ex: Planned

This field shares the same field and prompt list as gift status and pledge status.

The prompt requires a category of "Planned".

gift_status

Planned

Opportunity Status

Status of an opportunity.

gift_project_status

n/a

Occasion

A reason for giving a particular gift. Ex: In Honor of or In Memorium.

Can be connected to a separate, existing record within Slate.

gift_occasion

n/a

Relationships

Relationship types are configured using the “relationship_type” special prompt key. Out of the box the following relationships are configured (Any of the standard relationship_types listed above may be inactivated if not utilized):

• Father

• Mother

• Step-Father

• Step-Mother

• Legal Guardian

• Sister

• Brother

Additional relationship types to consider:

• Aunt

• Uncle

• Cousin

• Employer

• CEO

• Owner

• Fund Primary

• Contact

• Think about how all of the entities in an instance could be related.

• Relationships also serve the purpose of linking gifts as soft credits.

relationship_type

Pledged

<p>
<k>status_category</k>
<v>Pledged</v>
</p>

Using this PKV will display the prompt value under pledge gift type.

Received

<p>
<k>status_category</k>
<v>Received</v>
</p>

Using this PKV will display the prompt value under received gift type.

Planned

<p>
<k>status_category</k>
<v>Planned</v>
</p>

Using this PKV will display the prompt value under planned gift type.

Hide as suggested soft credit

<p>
<k>status_category</k>
<v>Received</v>
</p>

Using this PKV will hide relationships types from displaying as a suggested soft credit.

Default suggested

<p>
<k>status_category</k>
<v>Received</v>
</p>

Using this PKV will default a suggested soft credit to always receive credit.

Received

<p>
<k>status_category</k>
<v>Planned</v>
</p>

Using this PKV will display the prompt value under planned gift type.

Hide as suggested soft credit

<p>
<k>soft</k>
<v>0</v>
</p>

Using this PKV will hide relationships types from displaying as a suggested soft credit.

Default suggested

<p>
<p>
<k>soft_default</k>
<v>1</v>
</p>

Using this PKV will default a suggested soft credit to always receive credit.