Slate provides a Campaigns tool to create and manage various campaigns (such as annual, capital, or endowment) for associating gifts. Configuring a Campaign Select Records on the Slate navigation bar. The Person records search page app...

This article covers converting existing campaigns to campaigns dataset records and setting up the new campaigns dataset for using campaigns in Slate.  The basic procedure is: Run the migration procedure. Create a Campaign Committee Entit...

Presented by iWave and Slate The Fundraising industry has changed and advancement teams have had to work smarter and faster in what is now a more competitive environment.  Understanding your constituents’ capacity and likelihood to give is cri...

In this webinar, General Manager of Advancement Shawn Kelly covers Performance Management and Goal Tracking in Slate, presenting the tools through the lens of a Major Gift Officer. Learn how to combine standard Slate functions to track emp...