Gifts and Pledges on a Form
- 17 May 2024
- 1 minute read
- Print
- DarkLight
- PDF
Gifts and Pledges on a Form
- Updated 17 May 2024
- 1 minute read
- Print
- DarkLight
- PDF
Article summary
Did you find this summary helpful?
Thank you for your feedback
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 to collect gifts and pledges on external forms and how to configure the payment widget using a simple calculation.
Giving with a Form
Slate collects data primarily through forms.
🔔 Important!The following fields should be included on a person-scoped form to create a new record or match an existing record:
First Name
Last Name
Birthdate
Email Address
Gift Type
Gift Status
Gift Fund
Gift Amount
.png?sv=2022-11-02&spr=https&st=2024-07-27T14%3A39%3A55Z&se=2024-07-27T14%3A49%3A55Z&sr=c&sp=r&sig=jEagpqIyPiSmA%2Fw2NBTcc2598RI7TGKuGcdRrCG7vmQ%3D)
System Field | Field Scope | Mapping |
|---|---|---|
Soft Credits | Giving - Gift | Apply - Apply Relationship to Soft Credits |
Gift Type | Giving - Gift | Gift - Type |
Gift Status | Giving - Gift | Gift - Status |
Gift Fund | Giving - Gift | Gift - Fund |
Gift Amount | Giving - Gift | Gift - Amount |
Gift Payment | Payment Widget | n/a |
Pledging with a Form
When “Make a Pledge” is selected, the form dynamically shows pledge-related questions. All pledge fields can be dragged from the form palette. In this section, a payment widget will not be included.
🔔 Important!The following fields should be included on a person-scoped form to create a new record or match an existing record:
First Name
Last Name
Birthdate
Email Address
Gift Type
Gift Status
Gift Fund
Gift Amount
System Field | Field Scope | Mapping |
|---|---|---|
Soft Credits | Giving - Pledge | Apply - Apply Relationship to Soft Credits |
Pledge Status | Giving - Pledge | Pledge - Status |
Pledge Type | Giving - Pledge | Pledge - Type |
Pledge Fund | Giving - Pledge | Pledge - Fund |
Pledge Amount | Giving - Pledge | Pledge - Amount |
Installments | Giving - Pledge | Pledge - Installments: Number of Installments |
Installments Months | Giving - Pledge | Pledge - Installments: Months Between Installments |
First Installment | Giving - Pledge | Pledge - Installment: Date Override |
Payment Widget
Slate Payments must be configured to use a giving form to allow individuals to enter and pay for gifts in the same form. When adding a payment, just drag the payment widget onto the form. Populate the payment amount formula by entering the export value of the gift amount field to the payment amount formula.
@sys:gift:amount
This widget allows an individual to make a payment. This payment widget is using Slate Payments to either debit a checking account or accept a credit or debit card.
Was this article helpful?
