Getting Started with Giving
- Guiding Principles of Advancement Implementation
- Assembling the Core Advancement Team
- Advancement Support Structure
- Step 1: Initial Data and Process Audit
- Step 2: Populate Advancement Core Datasets
- Step 3: Build the Record and Process Architecture
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
- Double the Donation Integration
- Person-based Gift Receipting
- Gifts, Pledges, and Planned Gifts
- Required Gift Fields
- Customizing Slate Advancement Standard Fields & Prompts
- Custom Gift Fields
Prospect Research
- Research Overview
- Research Sources
- Research Data Keys
- Adding Research to a Record
- Research Materials and Material Metadata
- Custom Research Dashboard
Datasets
Communication and Outreach
- Methods of Communication
- Automated Communications
- Tracking Off-Line Print Mailings
- Adding Outside Communication
- Event and Event Communications
- Trips
Gift Processing
Common Query & Report Configurations
Importing and Exporting Data
- Source Formats
- Person Records
- Companies and Foundations | Funds
- Relationships
- Gifts
- Historical Gift Imports