First Draft is your innovative AI companion for crafting initial drafts of emails and text messages and seamlessly integrating them into Slate. This intuitive tool pulls contextual information, including person and gift details, from your database to automatically generate highly personalized communications for your review and use.

Expedite your querying and reporting! Enter a plain language request for a query, and our AI large language model gets you started by building the query for you.

Send personalized email communications using various methods, including on-demand individual messages, ad-hoc mailings to a single recipient from an existing group message, email blasts, and recurring messages used for drip campaigns. Embed video content with other personalized merge fields in a message and pre-design the layout, copy, and branding of the message.

Pivot tables can summarize and reorganize query data and reveal underlying patterns.

Perform transparent, centralized tracking of employee goals. Datasets, entities, dashboards, interactions, and portals enable you to identify departmental goals and display key KPI metrics for campus leadership teams.

Customize a mobile pass for your event. The pass can be saved to the attendee's device passbook (such as an Apple Wallet). This tool provides space to create a printable badge for registrants to a specific event.

Combine multiple events, donor meetings, stops, notes, and flight information in a one-stop-shop environment. Events and meetings appear on a map, providing Gift Officers easy access to details.

Easily create complex events in Slate. Manage event schedules, forms, registration, related events, and payment processing in one place.

Create automations in Slate to organize constituents by similar criteria. Use filters to refine the criteria and build populations. Use exclusivity groups to pinpoint specific alumni and donors for communications and campaigns.

Create and track gift receipts and acknowledgments on a per-person basis. A record can appear in the history of the receipt run and be returned in new runs when creating new gifts. Using this method on a person-based versus a gift-based acknowledgment query provides several benefits, including simplified receipting; donors with gifts split among multiple funds will receive a single combined receipt instead of one per individual gift.

Schedule and manage events in Slate with an event calendar view. Filter and sort based on event status or folder.

Text messaging is fully supported within Slate. Messages can be sent on an individual basis, en masse, or as part of a transactional communication associated with a form, event, or scheduler. A list of available numbers can be refined by area code, near a particular ZIP code, or containing certain digits. An institution can have any number of SMS/phone numbers - each number costs $1 per line/month.

Donor portals provide a self-service way for constituents to provide updates to their biographical information, address and contact details, relationships, employment history, education history, and opt-out preferences. It also provides them with their full giving and pledge history -- including the ability to make individual pledge payments, view any recurring payments, and make a gift.

Increase engagement and donations with customized campaign portals. Use videos, texts, and call-to-action buttons to stay connected throughout your giving day. Create challenges and mini campaigns to engage your alumni and donors.

Design unlimited online giving forms.

Create a unique website address and giving form landing page for prospective donors. Add your institutional branding and design unlimited giving forms.

Voyager empowers users to manage prospects and upcoming trips directly in Slate. Find new prospects using a geospatial map and plan cultivation trips in particular areas. Add overlays to filter prospects by income, giving history, and engagement.

Split testing enables you to create two different versions of a message and test the relative performance of each version in terms of opens and clicks.

Manage constituents from identification to stewardship using the cultivation process workflow tool. Maintain giving history, contact reports, and research data in one place.

Research any data point with custom queries and exports—no SQL knowledge needed! Refine your results using filters and schedule automated exports.

Record in-person interactions with constituents through contact report forms. The submitted form and any mapped interactions will appear on the Timeline tab of the constituent record. This form can be submitted administratively and directly associated to an individual's record.

Track major gift asks as opportunities in Slate. A record can have multiple opportunities, and each opportunity includes a name, date, status, and description. Customize opportunity statuses institutionally by modifying the standard giving prompts.

Alumni can easily search for classmates and update their alumni profile through the alumni directory portal.

Dynamic content blocks enable the efficient creation of personalized content in mailings and form communications using merge fields, Liquid markup, and even other content blocks! Add dynamic content and conditional logic to both new and existing content blocks with the WYSIWYG editor or by manually inserting merge field formatting (such as the {{Person-Preferred}} field) in the source code.

Maximize the effectiveness of your existing communications by adding automated print pieces, including static or personalized postcards, letters, mailers, brochures, and viewbooks to your overall Slate communication strategy.

Gifts in Slate are segmented into three main categories: Gifts, Pledges, and Planned Gifts.

Use funds dashboards to provide useful information about funds managed by the advancement office. Link gifts directly to funds and maintain critical fund data points such as accounting information, contacts, benefits, and VSE reporting.