Batch Gift Processing

25 Feb 2026

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Batch Gift Processing

Updated 25 Feb 2026

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Enter and manage multiple gifts efficiently using Batch Gift Entry in Slate.

Batch processing streamlines high-volume gift entry by allowing advancement teams to enter, review, validate, and post groups of gifts in a controlled workflow.

With Batch Gift Entry, you can:

Set default values
Create gifts without immediately committing them to records
Enter gifts for multiple record types and gift types in a single batch
Review record details and giving history at a glance
Monitor batch totals in real time

Creating a new batch

To create a new gift entry batch:

Go to Database → Batch Gift Entry.
Select New Batch.
Enter a name for the batch.
Select Save.

Select Edit to rename or delete the batch.

Set defaults (optional)

Select Set Defaults.
In the Edit Gift popup, provide default values for the batch. Any standard or custom field can be defaulted.
Visit Gift Entry as needed to review definitions or uses for standard gift fields.
Select Save to set the default values for the batch.

When you add a new gift to a batch, the Edit Gift popup will include your configured defaults.

💡Tip
Defaults are helpful when the majority of gifts have commonalities. You can edit any defaulted field on the individual gift you are entering throughout the batch, and you can change the batch default fields at any point during gift entry.

Creating a batch gift entry dashboard

The following appears when you select a record and do not have a batch gift entry dashboard:

Use the Dashboards tool to create a Giving dashboard.

You can use Suitcase to import our pre-made batch gift entry dashboard, or you can create your own.

Option 1: Use Suitcase to import a pre-made dashboard

We’ve created a batch gift entry dashboard that you can import into your database. To import it:

Go to Database → Suitcase Import.

Copy the following Suitcase ID:

0d001d22-111f-4cd4-a0c5-7b305e902c8b:slate-advancement-showcase

Paste the Suitcase ID in the Suitcase Import field.

Copy the following HTML:

<html xmlns="http://www.w3.org/1999/xhtml">
  <head>
    <title>Batch Gift Entry Dashboard</title>
  </head>
  <body>
    <h2>
      <strong>Person Summary</strong>
    </h2>
    <p>
      <strong>First</strong>: {{Person-First}}<br />
      <strong>Last</strong>: {{Person-Last}}<br />
      <strong>Class Year</strong>: {{Person-Preferred-Class-Year}}<br />
      <strong>Birthdate</strong>: {{Person-Birthdate}}<br />
      <strong>Primary Address</strong>: {{street}}, {{city}} {{postal}}<strong><br />
      Primary Constituency</strong>: {{Primary-Constituent-Type}}<br />
      <strong>All Constituencies</strong>: {{Current-Constituent-Type}}<br />
      <strong>Staff Assigned</strong>: {{Staff-Assigned-Full-Name}}
    </p>
    <p>
    </p>
    <h2>
      <strong>Recent Gifts</strong>
    </h2>
    <p>
      <strong>Lifetime Giving</strong>: {{Lifetime-Giving}}<br />
      <strong>Current FY Giving</strong>: {{Current-FY-Giving}}
    </p>
    <p>
    </p>
    <table class="table sortable">
      <colgroup>
        <col />
        <col />
        <col />
        <col />
        <col />
      </colgroup>
      <thead>
        <tr class="column">
          <th>Date</th>
          <th>Fund</th>
          <th>Amount</th>
          <th>Category</th>
          <th>Credit Type</th>
        </tr>
      </thead>
      <tbody>{% for item in recent-gifts %}
        <tr>
          <td>{{item.date}}</td>
          <td>{{item.fund}}</td>
          <td>{{item.amount}}</td>
          <td>{{item.category}}</td>
          <td>{{item.credit-type}}</td>
        </tr>
        {% endfor %}
      </tbody>
    </table>
    <p>
    </p>
    <h2>
      <strong>Linked Relationships</strong>
    </h2>
    <table class="table sortable">
      <colgroup>
        <col />
        <col />
      </colgroup>
      <thead>
        <tr class="column">
          <th>Name</th>
          <th>Type</th>
        </tr>
      </thead>
      <tbody>{% for item in linked-relationships %}
        <tr>
          <td>{{item.name}}</td>
          <td>{{item.type}}</td>
        </tr>
        {% endfor %}
      </tbody>
    </table>
  </body>
</html>

Go to Database → Dashboards.
Select the Batch Entry dashboard you imported.
In the Edit Dashboard tab, select Source.
Paste the HTML.
Select Save.

Example dashboard.png — The dashboard as it appears in *Batch Gift Entry*.

Option 2: Create your own dashboard

To create your own batch gift entry dashboard:

Go to Database → Dashboards.
Select New Dashboard.
In the Edit Dashboard tab, configure the following settings:
- Status: Active
- Name: Enter a name for the dashboard.
- Type: Giving Batch Entry
- Base: Person
Select Save.
Configure the dashboard query and appearance as described in Editing a Dashboard.

📝 Note
Company and Foundation records need a separate Batch Gift Entry dashboard using the Company and Foundation base.

Entering gifts in batch

To add a new gift to a batch:

Enter a record’s name in the Search Records… field. A suggestion list appears when you start entering text.

When you select a record, the following options appear:

Clear: Deselect the record
Lookup Record: Opens the record in a new tab
Add Address/Device/Relationship/Job: Opens a popup in which you can associate a new address, device, relationship, or job with the record
New Gift/Pledge/Planned Gift: Opens a popup in which you can add a new gift, pledge, or planned gift to the batch.

Enter gift details, then select Save.

Information about the gift appears under Gifts:

Records appear in a list with their accompanying amounts.
A Gift Summary displays the count of gifts and the total dollar amount for all entered gifts.

Closing a batch

When you’ve finished entering gifts for this batch, select Process Batch. A browser prompt appears asking you to confirm your decision.

Under the Closed column in the Batch Gift Entry list, your batch receives today’s date.

🔔Important
Once a batch is processed, it cannot be undone. If you need to make changes to a gift after a batch is committed, you must follow steps for Edits and/or Reversals.

💡Tip
You can query on the Gift Batch base.

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What's Next

Required Gift Fields

Table of contents

Creating a new batch
Creating a batch gift entry dashboard
Entering gifts in batch
Closing a batch