Slate provides many ways to enter a gift. This article covers a typical procedure to enter the gift directly through the donor’s record.

Remember that gift entry can take place in many ways, and this is just the basic entry form. Your local practices may vary.

To enter a gift:

1. Open the donor’s person record.

2. Click the Giving tab. The donor’s giving information appears.

   Any custom dashboards or giving details will vary depending on how your institution has configured the Giving tab.

3. On the right side of the page, click Gifts. A list of the donor’s gifts appears.

4. Click New Gift. An Edit Gift popup appears.

5. Configure the gift using the following settings:

• Type: Select the type of gift being entered. Gift types available in your database are created and modified by configuring prompts for Slate standard advancement fields. This field must have a value to save the gift.

• Fulfilling: This field appears if a pledge or planned gift exists for the donor, enabling you to associate the gift with the pledge or planned gift. Select an applicable value from the list, or leave blank.

• Campaign: The enables you to associate an individual gift with a particular fundraising campaign. As you start entering text in the field, matching campaign names appear. Selecting a campaign displays two additional links: View Campaign opens a new browser tab to display detailed information about the campaign. Clear removes the selected campaign from the Campaign field.

• Fund: This enables you to direct the gift to an existing fund. A gift must be associated with a fund. As you start entering text in the field, matching fund names appear. Selecting a fund displays two additional links: View Fund opens a new browser tab to display detailed information about the fund. Clear removes the selected fund from the Fund field.

• Opportunity: If desired, select an existing opportunity.

• Appeal: This enables you to direct the gift to an existing appeal. As you start entering text in the field, matching appeal names appear. Selecting an appeal displays two additional links: View Appeal opens a new browser tab to display detailed information about the appeal. Clear removes the selected appeal from the Appeal field.

  Note

  This field only appears if appeals exist in your database. Appeals are created and managed using an appeals dataset.

• User: Select the gift officer to be associated with a solicitation or gift. This defaults to the current user but can be changed.

• Date of Gift: Click the field to open a date picker tool. Select the date the gift was received.

• Status: By default, a gift is always given a “received” status when entered.

• Amount: Enter the amount of the gift. This field must have a value to save the gift.

• Fair Market Value: If the donor receives any item of value related to the gift (game tickets, t-shirt, etc.), enter the taxable amount of the item here. This value defaults to $0.00.

• Tax Amount: This field automatically calculates the amount reported for tax purposes (Subtracting the entered Fair Market Value from the entered Amount).

• Anonymous: Select to hide the donor's name in external publications.

• Occasion: Should the gift be made with a particular reason, such as In Honor of or In Memory of, selecting the occasion prompt displays additional fields to connect the gift to a separate, existing record.

• Honoring: As you start entering text in the field, matching record names appear. Selecting a name adds that record to the Honoring field. Names in this list can be removed by clicking the X on the record name.

• Honoring Other: If honoring an individual not existing as a record in Slate, enter the honoree name here.

• Notes: This field stores custom, internal notes associated with a gift, pledge, or planned gift.

• External ID: This field provides for a unique ID to be assigned to a particular gift, typically to export to other systems.

• Suggested Soft Credits: This field pulls in linked relationship records to easily apply soft credits, and it can be defaulted according to how the relationship records are configured. Select any records that you want related to the gift. Selecting the record adds the record name to the list in Soft Credits.

• Soft Credits: As you start entering text in the field, matching record names appear. Selecting a name adds that record to the Soft Credits field. Names in this list can be removed by clicking the X on the record name.

• Stock - Realized Value: For stock gifts, enter the realized value attained from the sale of the stock.

• Stock - Sale Date: For stock gifts, enter the date of sale for the stock.

7. Click Save. The gift is added to the record’s list of gifts.