Slate Presents:

Shawn Kelly, General Manager of Advancement at Technolutions, walks through the Gift Officer Portfolio Management portal made in collaboration with BWF, a Gold Preferred Partner. Learn how to manage contact reports, household summaries, goals, and tasks for frontline fundraisers, all in one user friendly portal!

Shawn Kelly, General Manager of Advancement, walks through ways to structure your volunteer opportunities and events. He explores the advancement use case of tracking volunteer interests in a sustainable and easy-to-use manner.

Functional topics include: datasets, entities, related dataset row fields, events, and portals.

Shawn Kelly, General Manager of Advancement at Technolutions, explores using Slate to manage employee performance and track goals. Learn how to combine standard Slate functionality to track employee goals in a centralized way. Aggregate departmental goals and display key KPI's to campus leadership teams using datasets, entities, dashboards, interactions, and portals.

Shawn Kelly, General Manager of Advancement, walks through how to use datasets to track Class Year information. View total alumni, fiscal year giving, total class giving, and current pledges at a glance. Centralize class details, such as reunion years, committee members, pricing, and more to manage and engage your classes more effectively. This dataset may be easily modified for other groups on campus.

Learn about enhanced features and functionality for Giving Campaigns within Slate.