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 existing record in the database. The forms can also create records that do not currently exist, so in addition to person information, the form must include (at least) the required fields necessary for a gift or pledge to be created.

Gift fields can either be selected by the user (that is, designated to a fund) or hidden and defaulted to a particular value (such as Gift Status defaulted to “Received”).

Payment can be processed directly through the form by including the payment widget. The payment widget can calculate the sum of the gift amounts to charge the appropriate amount with the ACH or credit card payment.

Split gifts can be accepted on a single online giving form through the use of Replicate Blocks.

🦈 Slate Bytes Video

Please watch the following Slate Bytes video for more information on this topic!