Advancement Showcase Portals & Datasets
The Slate Advancement Showcase database within the Clean Slate environment is a great resource for newly implementing advancement institutions or veterans who are interested in streamlining more of their office processes with Slate. The Slate Advancement team is constantly updating and adding to this database based on feedback from our community. We’ve created user-friendly portals and datasets for common advancement operations. Simply copy these items to your own database and customize the look, feel, and process to suit your needs. Learn more about our Clean Slate offerings below and let us know what you’d like to see next!
Volunteer Management Portal
The Volunteer Management portal houses all the essentials for successful volunteer engagement. Track volunteer interests in a sustainable manner by centrally maintaining a collection of volunteer opportunities and storing the expressed interest on the volunteer’s record. Create individual events that connect to larger shared interest groups and display them in an easily accessible portal.
Volunteer Management Portal
Gift Officer Portfolio Management Portal
The Gift Officer Portfolio Management portal is your one-stop-shop for prospect management. Manage contact reports, household summaries, goals, and tasks for frontline fundraisers, all in one user-friendly portal. This portal was made in collaboration with BWF, a Gold Preferred Partner.
Portfolio Management Portal
Performance Management Dataset
The Performance Management dataset combines standard Slate functionality to track employee goals in a transparent and centralized way. Aggregate departmental goals and display key performance indicators to campus leadership teams using datasets, entities, dashboards, interactions, and portals.
Performance Management Dataset
Class Years Dataset
Managing simultaneous reunions and class events just got much easier. With the Class Years Dataset you can 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 engage your classes more effectively.
Class Years Dataset
Giving Campaigns Dataset
Level up your giving campaigns with the Giving Campaigns dataset! Add sub campaigns, custom fields, committees, materials, and all relevant notes and interactions.
Giving Campaigns Dataset
Named Spaces Dataset
With the Named Spaces Dataset, you can centralize important details on named spaces and sub-spaces within buildings on campus. Add detailed photos, descriptions, and notes to keep gift officers and donors up to date on named contributions. Additionally, attach materials such as blueprints or plaque specifications that link back to the donors or those associated with the space. This dataset may easily be modified for other uses on campus.
Named Spaces Dataset