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Slate Knowledge Base
Advancement
Advancement
Getting Started
Guiding Principles of Implementation
Assembling the Core Slate Team
Advancement Support Resources
Step 1: Initial Data and Process Audit
Step 2: Populate Advancement Core Datasets
Step 3: Build the Record and Process Architecture
See all 13 articles
The Slate Environment
The Slate Interface
Database Settings
Records
Standard Fields & Prompts
Matching & Consolidation Criteria
Branding Your Database
Relationships
Linked vs. Unlinked
Relationship Types
Soft Crediting
Record Customization
Dashboards
Custom Tabs
Custom Fields & Prompts
Research
Research Overview
Research Sources
Research Data Keys
Adding Research to a Record
Research Materials and Material Metadata
Custom Research Dashboard
See all 10 articles
Importing and Exporting Data
Source Formats
Person Records
Companies and Foundations | Funds
Relationships
Gifts
Historical Gift Imports
See all 13 articles
Queries, Reports, Analytics
Reports
Examples
Communication and Outreach
Overview
SMS & Texting
Voice
Print
Methods of Communication
Automated Communications
Tracking Off-Line Print Mailings
Adding Outside Communication
Event and Event Communications
Trips
See all 11 articles
Users & Permissions
Overview
Use Cases and Examples
💻 Automated Export / Import Process Using Web Services
Donor Management
Calculating the Head of Household
Calculating Salutations/Names
Automating the Donor Status
Automating Donor Giving Levels & Constituency Groups
Capturing Donor Interactions
Capturing Donor Involvements and Activities with Entities
See all 12 articles
Gift Management
Person-based Gift Receipting
Gifts, Pledges, and Planned Gifts
Required Gift Fields
Customizing Slate Advancement Standard Fields & Prompts
Custom Gift Fields
Soft Credits
See all 12 articles
Datasets
Store Appeal Data in a Dataset
Advancement Datasets
Funds Dataset
Companies & Foundations Dataset
Advancement Dataset Dashboard
Gift Processing
Double the Donation Integration
Enabling PayPal and Venmo as Payment Methods
Link/Unlink Gifts with Payments
Pledges on a Form
Gifts on a Form
Online Giving
See all 7 articles
Common Query & Report Configurations
Introduction to Queries
Associating Pledges to Gifts
Associating Gifts to Pledges
Group By Functionality in Subquery Exports
Consecutive Years of Giving & Sequential Value Groups
Campaigns
Fundraising Campaigns
Fundraising Campaign Settings
Records
Donor / Alum Record
Controlling Access to Donors and Gifts
💻 Webinars
💻 Advancement
💻 Slate by Technolutions Presents: Apply to Alumni (Advancement)
💻 Standard Giving Day Portal
💻 Slate Spotlight: Actionable Fundraising Intelligence for Higher Education
💻 Consecutive Years of Giving & Sequential Value Groups
