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 practi...

Enter multiple gifts at once with batch gift processing . With batch gift entry, you can: Set default values for each new gift. Search for individuals in an open batch. See giving history at a glance with a custom dashboard. View a cou...

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 o...

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 ...

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 constituent record can include unlimited opportunities. To create a new opportunity: Open a constituent record and select the Giving tab. Click the ...

By default, gifts can be made “In Honor of” or “In Memory of” individuals. Users can search for a specific record to link the tribute, or they can enter a name not currently linked to a record in the database. Should an occasion be made and linked ...

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 s...

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 G...

With recurring payments , donors can give on a recurring schedule. ✔️ Prerequisites: To use recurring payments, you must have the Giving module enabled use Slate Payments Find a donor’s recurring payments on their person record ...

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...