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&n...

Slate automatically applies pledge payments to the overall pledge and to the earliest installment that still has an outstanding balance, so you can tell at a glance whether a donor’s pledge installments are ahead, behind, or on-track. Creating...

Gifts can be accessed on the donor’s Giving tab . Select a gift to open the View Gift popup. In this popup, there are three actions you can take on the gift record. You can: Edit the gift Reverse the gift Edit the gift with a reversa...

Unlimited online giving forms can be created in Slate. These forms can be accessed directly as part of a portal or they can be embedded on institutional web properties. Online giving forms must include sufficient person information to match with an...

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 ...

PayPal and Venmo can be enabled as payment options within the standard Payment widget on forms. They can be offered alongside Slate Payments or configured as the sole payment method. Your institution must have its own PayPal Business account to acc...

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.