Slate provides many ways to enter a gift.

This article covers a typical procedure to enter the gift directly through the donor’s record.

Gift entry can take place in many ways, and this is just the basic entry form. Your local practices may vary.

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Entering a gift

To enter a gift:

1. Go to Records.

2. Search for a donor.

3. Select the Giving tab.

4. Select Gifts.

5. Select New Gift.

Configure the gift using the following settings:

General

Amount (required)

Enter the amount of the gift. This field must have a value to save the gift.

Fair market value

If the donor receives any item of value related to the gift (game tickets, t-shirt, etc.), enter the taxable amount of the item here. This value defaults to $0.00.

Tax amount

This field automatically calculates the amount reported for tax purposes (Subtracting the entered Fair Market Value from the entered Amount).

Payment

If you’re collecting payment at the time the gift is recorded, select Collect Payment. A popup appears:

• Account: Select a payment account.

• Amount: Enter a payment amount.

Fulfilling

This field appears if a pledge or planned gift exists for the donor, enabling you to associate the gift with the pledge or planned gift. Select an applicable value from the list, or leave blank.

Fund (required)

Direct the gift to an existing fund. A gift must be associated with a fund.

As you start entering text in the field, matching fund names appear.

Selecting a fund displays two additional links:

• View Fund: Opens a new browser tab to display detailed information about the fund.

• Clear: Removes the selected fund from the Fund field.

Type (required)

Select the type of gift being entered. This field must have a value to save the gift.

Gift types available in your database are created and modified by configuring prompts for Slate standard advancement fields.

Status

By default, a gift is always given a “received” status when entered.

Date

Click the field to open a date picker tool.

Select the date the gift was received.

Connections

Opportunity

If desired, select an existing opportunity.

Campaign

Associate an individual gift with a particular fundraising campaign.

As you start entering text in the field, matching campaign names appear.

Selecting a campaign displays two additional links:

• View Campaign: Opens a new browser tab to display detailed information about the campaign.

• Clear: Removes the selected campaign from the campaign field.

Appeal

Direct the gift to an existing appeal.

As you start entering text in the field, matching appeal names appear.

Selecting an appeal displays two additional links:

• View Appeal: Opens a new browser tab to display detailed information about the appeal.

• Clear: Removes the selected appeal from the Appeal field.

📝 This field only appears if the appeals dataset exists in your database.

Soft credits

Add as many soft credits as are applicable to the gift.

Suggested Soft Credits

This field pulls in linked relationship records to easily apply soft credits, and it can be defaulted according to how the relationship records are configured.

Select any records that you want related to the gift. Selecting the record adds the record name to the list in Soft Credits.

Soft Credits

As you start entering text in the field, matching record names appear.

Selecting a name adds that record to the Soft Credits field.

Names in this list can be removed by clicking the X on the record name.

Record

The selected record appears here.

Type

Select a soft credit type from the list.

Amount override

Enter an amount override if applicable.

Tributes

Add as many tributes as are applicable to the gift.

Occasion

Should the gift be made with a particular reason, such as In Honor of or In Memory of, selecting the occasion prompt displays additional fields to connect the gift to a separate, existing record.

Honoring

As you start entering text in the field, matching record names appear. Selecting a name adds that record to the Honoring field. Names in this list can be removed by clicking the X on the record name.

Honoring Other

If honoring an individual not existing as a record in Slate, enter the honoree name here.

Details

User

Select the gift officer to be associated with a solicitation or gift. This defaults to the current user but can be changed.

Notes

This field stores custom, internal notes associated with a gift, pledge, or planned gift.

Anonymous

Select to hide the donor's name in external publications.

External ID

This field provides for a unique ID to be assigned to a particular gift, typically to export to other systems.

Custom fields

Gift-scoped custom fields appear here in addition to:

Stock - Realized Value

For stock gifts, enter the realized value attained from the sale of the stock.

Stock - Sale Date

For stock gifts, enter the date of sale for the stock.  

Saving the gift

When you’re finished configuring gift settings, select either:

• Save: The gift is added to the record’s list of gifts.

• Save and Split: Commits this gift and opens a new gift entry form with information pre-populated. The splits you create for a given gift share a gift group GUID.