Slate forms can be used to collect gifts and pledges while processing payments through Slate Payments . These forms may support public-facing online giving pages , embedded giving experiences within portals , or internal gift entry workflows ...

Slate automatically applies pledge payments to the overall pledge and to the earliest installment that still has an outstanding balance, so you can tell at a glance whether a donor’s pledge installments are ahead, behind, or on-track. Creating...

Gifts can be accessed on the donor’s Giving tab . Select a gift to open the View Gift popup. In this popup, there are three actions you can take on the gift record. You can: Edit the gift Reverse the gift Edit the gift with a reversa...

Use online giving forms to collect gifts and pledges directly in Slate. Embed them on institutional web properties or include them as part of a portal. Online giving forms must include enough person information to match the submission to an e...

PayPal and Venmo can be enabled as payment options within the standard Payment widget on forms. They can be offered alongside Slate Payments or configured as the sole payment method. Your institution must have its own PayPal Business account to acc...

In Slate, payments and gifts are related, but separate, objects: A payment is the actual processing of funds in Slate. A gift is a record of a donation or a planned donation. Gifts in Slate You can create a gift that is unaffiliat...

Payments not automatically associated with a gift can be linked manually. Gifts that need to be unlinked from a given payment can similarly be unlinked or linked with another unlinked payment. Link a Gift to a Payment 1. Navigate to a gift ...

Double the Donation adds a search to your donation form that determines if a donor’s employer provides matching gifts. This solution then provides qualifying donors with actionable matching gift next steps, making it easy for donors to immediately...

Summary Learn how to identify donors based on their consecutive years of giving.