Gift and pledge payment details can be collected on a Slate form using Slate Payments . This form must include person information that can be used to match existing records in your database or to create new records. This article describes how to co...

Utilizing Slate Payments allows for the collection of gift and payment details on a Slate form. Similar to other forms within Slate, this form must include person information that can match onto records that already exist in your database, as well a...

There are three methods for modifying and reversing gifts: Edit, Reversal, and Edit with Reversal. Edit Editing a gift allows a user to change the details of a gift without sending an additional row to the general ledger. A user who modifie...

Any number of online giving forms can be created within Slate. These forms can be accessed directly as part of a Portal or embedded on institutional web properties. Online giving forms must include person information that can match onto records tha...

Payments not automatically associated with a gift can be linked manually. Gifts that need to be unlinked from a given payment can similarly be unlinked or linked with another unlinked payment. Link a Gift to a Payment 1. Navigate to a gift ...

The PayPal/Venmo feature is an early release feature and is not yet a default for all provisioned instances of Slate. To enable the feature: Select Database on the Slate navigation bar. In the Configurations section, select Configuration...

Double the Donation adds a search to your donation form that determines if a donor’s employer provides matching gifts. This solution then provides qualifying donors with actionable matching gift next steps, making it easy for donors to immediately...

Summary Learn how to identify donors based on their consecutive years of giving.