Welcome to your digital demo experience.

We want your demo and onboarding process to be as smooth and transparent as possible. We want you to be equipped with all of the information necessary to make a decision to move forward with Slate for Advancement.

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You likely ended up here after filling our a form to connect with us or schedule a demo. Our team is looking forward to meeting with you soon to hear more about how Slate for Advancement can help your operations. If you need anything from us before we connect, send an email to adv@technolutions.com and we’ll be in touch.

Watch the pre-recorded demo.

Your time is valuable. Our team has recorded a high level overview of Slate for Advancement that covers the major functional areas of the product. Watching this video ahead of a conversation with our team will allow us to focus on specific questions your time might have, allowing for a deeper and more productive dive into the product.

Start a conversation with a Preferred Partner.

Our recommended approach to implementing Slate for Advancement is with the guidance and expertise from one of our Preferred Partners. These select organizations can accelerate your understanding of Slate and provide additional value added services through an implementation and beyond. Starting the conversation now will allow your team to be ready when you move forward with Slate.

Several of our Preferred Partners can provide additional demos to your team at no additional cost, allowing for an enhanced onboarding experience. Click the button below to allow us to share your information with this trusted network.

Slate for Advancement is Illinois Wesleyan’s Advancement CRM and system of record for all philanthropy and alumni records. It is the main tool used for all gift processing, event management, data analysis and reporting, information gathering and distribution, email and text communication and many other functions that support fundraising best practices.
— Gina Mandros | Vice President of Advancement | Illinois Wesleyan University

All of our resources at your fingertips.

We've included links to the most commonly asked for pieces of information about Technolutions and Slate for Advancement. Please feel free to browse these resources and reach out to our team if you need any additional items to help with your decision making process.

  • Configuration options

    Slate can be licensed and implemented for admissions and advancement in one of two manners: (1) together within a single, shared database, or (2) as separate, standalone databases. There is no "right" or "wrong" path, but there are some key differences.

    Shared Database

    Slate provides granular permission controls and can restrict who can process gifts separately from who can process decisions, for example. Population permissions can restrict which users can access which records. For example, advancement staff might be able to access all constituents while admissions staff might be able to access only prospect applicants, applicants, and limited information about alumni.

    On a constituent record, a comprehensive timeline would be able to show the admissions interactions, enrolled student interactions, and alumni/advancement interactions. Reports could look at the entire funnel from prospective applicant through to donor. Communications could target all constituents of the university for major announcements. Under this model, Slate becomes an enterprise system that has the capability to manage centrally this entire lifecycle. As an enterprise system, there would need to be centralized support and administration at the university.

    While there could be divergent business processes and data fields, there should be some degree of process and data alignment. For example, rules and automations should take into consideration the existence of all of these cohorts. Fields, tabs, and populations would need to be permissioned, and there would need to be a structure to organize the queries, forms, events, and communications of the different offices using Slate.

    The key to this approach is that there be some degree of coordination, at a high database level, between the offices using this Slate database. Institutions for which this would be an effective option should also desire the value in whole lifecycle visibility and reporting.

    There would be a single domain name, so the existing domain name would need to be renamed to something more generic like, where the admissions alias could redirect on to the new shared alias. There would also need to be unified branding, but this would likely be as simple as removing the current highlighting of "Admissions" in the navigation for certain types of generic pages. Support of Slate would be provided in a centralized manner to the institution, but support would still include all of the nuance that is specific to admissions, advancement, or elsewhere in the funnel.

    Separate Databases

    These would be wholly separate databases with wholly separate implementations and support structures. There could be a centralized support unit at the university, but this would not be a process requirement. Where there is a desire to share data, there could be data integrations between the two databases, but as two separate databases, there would need to be a data integration wherever there is a desire to query, report, or communicate for a combined audience.


    Ultimately, the decision to operate in shared or separate databases is motivated more by human and organizational factors than technical ones. If a university has a capacity to adopt Slate as an enterprise system and a desire to look at this whole lifecycle of a constituent, the possibilities are incredibly powerful. If, however, a university does not have this capacity or desire, there could be challenges to operating in a single database that are solved by implementing and operating out of separate databases.

  • Slate Design

    The clean, functional design of Slate ensures that users do not need technical expertise to maximize its powerful capabilities. The intuitive interface and straightforward systems simplify training needs.

    Fundamentals of Slate

    Slate institutions embark on their onboarding with Fundamentals of Slate, a comprehensive overview of the entire system. Developed by a team of specialized, highly experienced Technolutions staff, Fundamentals of Slate consists of a self-paced, online course and supporting live segments. The online course provides you with the skills, knowledge, and resources necessary to configure Slate. The live segments offer opportunities to engage with Technolutions staff, to build your network, and to forge connections with other Slate organizations. After training, your team receives priority access to our staff for any number of follow-up community conversations, on-demand access to a suite of online training videos, and comprehensive written documentation. Your comprehensive Slate license includes three complimentary Fundamentals of Slate registrations and there are no additional implementation fees.

    Client Success Team

    All client organizations have a Client Success Team as the primary point of contact within Technolutions. Working closely with your team throughout the implementation process, our Client Success Team members are Slate generalists who understand the entire system and how each module is interconnected. Many of our staff have had previous experience in enrollment management, advancement, and student success roles on campuses across the United States. Our staff also brings a mixed background of expertise in technology, marketing, finance, and management, with the skills necessary to ensure successful onboarding.

    Community-Based Support

    In the Slate Community Forums, users can ask questions, share best practices, and solicit answers for best practices and advice from the broader Slate community. Slate is in a constant state of evolution with continuous enhancements to Slate published throughout the year. Our feedback portal allows for bidirectional communication about Slate features and functionality. The development roadmap is shared transparently with all Slate users who can quickly and easily provide feedback about all aspects of the Slate user experience.

  • Access our Getting Started guide in the Knowledge Base. This series of articles provides a general roadmap on how to assemble your core team and start the implementation process.

  • All licenses to Slate are comprehensive and include access to all features, functionality, service, support, design, and development, without limitation or restriction. There are no per-user fees or restrictions, and there are no separate implementation fees. All data migrations and integrations are included as part of the annual subscription. Only four types of costs fall outside of the annual license: 1) Any credit card processing fees charged by third parties; 2) Nominal communication fees charged by third parties, such as telephony, printing, postage, and text messaging; 3) The registration cost for attending optional events and training such as the Slate Innovation Festival; 4) Travel expenses for events

    Rate tiers are based upon their active full-time undergraduate enrollment (FTE), which we have found to be the greatest predictor of the active and contributing alumni base. The license tiers for a separate database for advancement are as follows, with the corresponding annual fees:

    < 2,500 — $50,000

    2,500-7,500 — $75,000

    7,500-15,000 — $100,000

    15,000-30,000 — $125,000

    30,000-45,000 — $150,000

    45,000-60,000 — $175,000

Looking for a deeper dive but in a bite-sized format?

We understand that showcasing the power and versatility of Slate is essential for potential users to make informed decisions. That's why we've curated an extensive collection of videos that allow individuals to explore specific aspects of Slate that align with their roles and unique business processes.

Whether you're a major gift officer, a communications specialist, or an advancement services guru, our videos enable you to watch Slate in action and discover its full potential.