Standard Giving Fields & Prompts
  • 08 May 2025
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Standard Giving Fields & Prompts

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Article summary

This article lists the standard gift-scoped fields provided in your Slate for Advancement database.

📖 Related articles

  • A standard field listed with an asterisk ( * ) has additional configurations available. To review the additional configurations for Gifts, Pledges, Planned Giving, and Opportunities, refer to the Customizing Giving Fields & Prompts Knowledge Base article.

  • A full list of standard person-scoped fields and prompts is provided in the Standard Fields & Prompts Knowledge Base article.

Gifts, Pledges, and Planned Giving

  • Type*

  • Campaign

  • Fund

  • Opportunity

  • Appeal

  • User

  • Date

  • Status*

  • Amount

  • Anonymous

  • Occasion*

  • Notes

  • External ID

  • Suggested Soft Credits*

  • Soft Credits

Note

Campaign, Fund, and Opportunity standard fields can be used to link a gift and the respective dataset record.

Gifts only

  • Fulfilling

  • Fair Market Value

  • Tax Amount

Pledges only

  • Configure Installments

  • Start Date Override

  • Number of Installments

  • Months Between Installments

Pledges and planned giving only

  • Revocable

  • Write-Off Date*

  • Write-Off Amount*

Opportunities

  • Name

  • Date

  • Status*

  • User

  • Opportunity Type*

  • Funding Type*

  • Fund

  • Campaign

  • Anticipated Ask Amount

  • Probability

  • Asked Date

  • Asked

  • Description

  • External ID

Note

Expected and Received values appear once a pledge or gift, respectively, are connected to the Opportunity.

Opportunity Notes

Note

Opportunity Notes only become available after the Opportunity is created and saved.

  • Date

  • Time

  • User

  • Subject

  • Notes


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