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
The Slate Environment
Research
- Research Overview
- Research Sources
- Research Data Keys
- Adding Research to a Record
- Research Materials and Material Metadata
- Custom Research Dashboard
Importing and Exporting Data
- Source Formats
- Person Records
- Companies and Foundations | Funds
- Relationships
- Gifts
- Historical Gift Imports
Queries, Reports, Analytics
Communication and Outreach
- Methods of Communication
- Automated Communications
- Tracking Off-Line Print Mailings
- Adding Outside Communication
- Event and Event Communications
- Trips
Use Cases and Examples
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
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
Datasets
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