Gifts in Slate are segmented into three main categories: Gifts, Pledges, and Planned Gifts.

In order for a gift to be created (whether an outright gift, pledge, or planned gift), it must contain  at least the following four data points: Gift Type Gift Status Gift Fund Gift Amount These four elements define the type of gif...

Fields and prompts can be created and directly associated with individual gifts. By setting the scope of a custom field to  Gift , institutions can store custom information about a gift. The Giving Tabs Insert list defines the visibility of the f...

Soft credits can be applied from any gift to any record within Slate. Leveraging autosuggest functionality, a gift can apply soft credits to any number of records. Soft credits can be configured to be suggested or defaulted automatically based on t...

Adding Opportunities and Proposals Major asks are tracked in Slate as Opportunities. A record can have any number of Opportunities. To create a new Opportunity, navigate to the Giving Tab on the record and select New Opportunity. Add the name, date...

By default, Slate allows for giving made 'In Honor of' or 'In Memory of' of individuals. Users can search for a specific record for which to link the tribute - or enter a name not linked to a record within the database. Should an occasion be made a...

Payments and gifts are related, but are separate entities within Slate. A single payment or transaction can have multiple gifts associated with it. For example, a donor may designate gifts across multiple funds. They may wish to designate $100 to a...

With Form Communications and recurring Deliver mailings, you can send acknowledgments and receipts electronically. Merging in details from the gift and payment details, this method provides an immediate or close-to-immediate method of thanking a d...

Specific outreach efforts in the solicitation of a gift can be captured as Appeals . Associated with individual gifts, active appeals can be managed through the special configuration of the Gift Appeal prompt list. This field will only appear when...

Appeals are stored in the Appeals dataset. As with the constituent record and other dataset appeals, many have their own custom fields and tabs for tracking data around a specific appeal.   Appeals are linked to gifts through the Appeal section on ...

Standard Field Types Slate for Advancement uses various types of standard fields & prompts for giving. Customizable Fields Gift Type 1,2 Gift Status 1,2 Gift Fund 1,2 Gift Amount 1,2 Gift Appeal 1 Campaign 1 Opport...

Recurring payments may be configured for institutions who are using Slate Payments and have the giving module enabled within their database. When configured, donors have the ability to give on a recurring schedule, including: Daily Weekly E...

Gift receipts and acknowledgements can be created and tracked on a per person basis. Leveraging query execution modes, as well as subquery comparison operators, a record can be both in the history of the receipt run, and also be returned in new runs...