Inclusive & Unlimited
Our Feature Set
Slate provides a powerful solution for identifying, engaging, and cultivating alumni and donors. Our single solution includes an unlimited and unrivaled feature set, providing the best combination of services, value for money, and experience.
Comprehensive CRM/DMS and Gift Management
• Customized gift management
• Unlimited online giving forms
• Recurring gifts
• Opportunity/proposal tracking
• Customized soft credit policies
• Alumni directory
• Donor self-service portals
• Bespoke day of giving portals
• Relationship management
• Automated and customizable head of household rules
• Unlimited customized salutations
• Customized contact reports
Outreach and Communication
• Fully integrated email, SMS, voice, social, and print communications
• Automated drip marketing and stewardship campaigns
• Automated thank yous and receipting
• Inbound and outbound communications tracking
• Data visualization tools to identify prospects
• Conditional content blocks within messages
• AI chatbots for FAQs
• VOIP telephony services
Events & Travel
• Complex event management, including related events
• Automated event communications
• RSVP and registration form pre-population
• Streamlined multi-person registration
• Seamless payment integration, including combined registration fees and gifts
• Self-service event cancellation and rescheduling
• Automated transfer from the waitlist to the guest list
• Custom event landing pages
• QR codes and location-aware links for an efficient check-in process
• One-on-one donor meetings
• Post-event surveys
• Aggregation of events and individual meetings into a single trip
• Built-in expense management with receipt scanning
• Integration of flight details
• Export of registrants to mail merge (name tags, table tents, etc.)
Reporting & Data
• Graphical query, dashboard, and report builders
• Predictive modeling using machine-learning algorithms
• Integrated analytics and user-identifiable website tracking
• Geospacial donor prospecting
• Document management and digital imaging
• Digital portfolios, media conversion, and media hosting
• Real-time web services and data feeds
• Integrated data transformation systems for imports and exports
• Robust data deduplication
• Dataset storage of organizations, contacts, alumni, etc.
• Integration with all major information systems, finance systems, and ERPs, including homegrown
Slate allows for the consolidation of multiple systems into a single environment that encompasses the wide range and functions of a modern advancement and alumni office all from within a centralized platform. With unlimited data and document storage, users, and communications, Slate affords advancement offices with the unique opportunity to centralize and manage the full stack of donor lifecycle management from donor identification and verification to highly customized and segmented stewardship campaigns.
The benefits that result from each individual feature within Slate are compounded when aggregated into a wholly integrated system. Internal efficiencies created through the automation of previously manual processes allow institutions to focus on building relationships with their donors and alumni resulting in an increase in both donor engagement and dollars raised.
Gift Management & Processing
Colleges and universities possess unique control over the entire gift management and processing components along with solicitation tracks, opportunities, and proposals within Slate. Gifts can be added individually on a donor’s record, imported en masse using the Upload Dataset tool, or entered directly by a donor either through an online giving form, as part of an event registration, or through a donor’s custom gift management portal. In addition to the standard giving fields, additional fields can be added as needed for complete process customization. Recurring gifts can be created on a daily, weekly, every other week, monthly, every other month, quarterly, biannually, and annual basis.
In addition to outright gifts, the pledge and planned gift process can be customized and managed within Slate. Pledge installment schedules are automatically generated and can be individually modified as needed. Gift agreements, copies of important documents, and other documents can be uploaded or scanned directly to a donor’s record and associated with a unique planned, pledged, or received gift.
Soft credit policies can be developed and set on relationship type, so the right person receives soft credit every time a gift is entered.
Slate’s automations and query capabilities enable receipts, pledge reminders, thank you notes, and other messages to be run, delivered, and connected back to the donor’s timeline. These communications can be automatically segmented and sent through any of Slate’s communication channels including print, SMS, and email.
Telefunding campaigns can occur directly within Slate using VOIP allowing callers to connect with donors while simultaneously updating their information and processing their gifts and pledges. Processed in a completely PCI compliant manner, callers are able to pull segmented lists of donors and record the details of the conversation.
Donor & Record Management
Leveraging business rules, custom data points may be set based on an individual record’s type, giving history, level of engagement, involvement, and any other data point associated with the record. These records may then be segmented and placed within donor populations for automated and targeted communications.
Additionally, custom datapoints can be set on individual donor records, so that institutions can keep track of a donor’s solicitation preferences, affinity groups, board involvements, moves management stages, and more. The decision about what elements to create and store on a record can be individually defined by each institution – as it relates to their own unique processes.
Contact reports let gift officers record interactions with donors and prospective donors and details of each interaction can be captured, stored, and mapped back directly to a donor’s record.
Gift officers can be automatically given a portfolio of donors based on any combination of criteria (such as total FY giving, affiliations, donor giving levels, etc.) using the rules editor. Portfolios can also be assigned on an individual and manual basis for circumstances where additional human intervention is required.
Projects (comprised of tasks) aid in the completion of a business process directly in Slate. Tasks are user- aware, display to the appropriate staff member, and can be linked to specific records within Slate. The associated user can be set either manually or through an automated process that evaluates the task assignee based on custom criteria (such as Assigned Gift Officer). Each task can have a unique status, deadline, and description, as well as task notes that allow for an additional level of detail.
Giving Days, Constituent Portals, & Campaigns
Bespoke portals can be built that empower each institution to create their own day of giving, alumni directory, and donor history and management website that leverages the totality of data housed within Slate. Campaigns and appeals can be captured on individual gifts, allowing for the aggregation and reporting on the success of institutional initiatives – and the methods of solicitation for those initiatives.
Analytics, Reporting, & Integrations
Native analytics and reporting tools provide ease of data access for the end user, freeing up time for employees to focus on their core jobs of engaging and soliciting the right constituents at the appropriate phase of the donor funnel.
The powerful query builder uses drag-and-drop functionality that enables end-users to learn and build queries without the need for IT assistance. Any data point throughout all of Slate is easily accessible with just a few clicks. This query tool is used throughout Slate for robust capabilities in all aspects of Slate’s functions.
Slate provides powerful reporting tools that enable year-to-year, predictive modeling, and crosstab reports containing data tables, charts, and geo maps. All data points and communications in Slate are available for reporting, including first source/contact with a person. Reports may be emailed to parties on a scheduled basis.
Example reports have been created that can be copied and modified for each institution’s own business process. These include funnel reports, daily visit reports, daily gift production, VSE, and more.
End users can embark on a visual data journey using Slate’s Voyager tool. This data visualization tool lets users to plot and view data spatially. Using the query tool, custom layers can be overlaid on a map – so institutions can see where their records live, where organizations are located, and where events have been held. By overlaying census data from the American Community Survey (ACS),
Voyager creates data visualizations for existing territories and explores areas with growth potential. The layers update dynamically as users navigate the map and provide an easy visualization of effectiveness across a desired geography.
Institutions can employ any data point as part of an engagement scoring and predictive modeling algorithms. From simple additive models, to gate-based methods, to polynomial regressions, Slate can calculate which donors have the appropriate mix of affinity, capacity, and propensity to give
Bidirectional file transfers can be established as needed to connect Slate with institutional systems. Data can be made available via real-time web services (both via a RESTful API call to Slate or where Slate posts to an external endpoint) as well as scheduled batch exports, which can include delimited, fixed-width, XML, and JSON, among other formats.
Communication & Outreach
Connect with donors via fully integrated text messaging, emails, voice, social, and print communications. Messages can be sent on an individual basis or broadcast to thousands of records. Slate’s Deliver module allows for incredible control over all components of the message. From initial mailing design and sending configurations, to the unlimited segmentation potential, Slate’s ability to leverage all underlining information within your database enables you to spend less time creating your message and more time executing your communications strategy.
Create automated, sequential communications to target specific populations of records based on what is known about them. Looking to send a series of messages to first-time donors? Population filters allow users to configure messages to dynamically send based on when individual records meet certain criteria. These campaigns can mix and match various channels of communications and a single campaign can contain a combination of email, text, and print messages.
Within any campaign, as well as within any Deliver message, dynamic content can be incorporated using merge fields, Liquid markup, and custom content blocks called “snippets.”
Slate’s Inbox feature helps organizations to manage multiple office email accounts and incoming text messages. These messages can be viewed, replied to, and otherwise managed by administrative users. Automations can be created that route messages to specific users or role groups and both the inbound message and subsequent replies are automatically captured and associated with the person’s record
With the ability to create, schedule, and invite attendees to events, the event management system in Slate consolidates and simplifies office processes into a single, straightforward system. Leveraging templates, recurring events can be created en masse without the need for additional configurations. Slate can handle multiple event registrations with a single form submission using our Related Events feature. If desired, payments and gifts can be collected as part of the registration process.
Events can be aggregated and displayed on custom event landing pages or embedded directly on institutional web properties. These landing pages can display events either on a calendar, map, or as part of a list. Registrants are empowered to sign-up, reschedule, or cancel their own registration in a completely self-service way.
Transactional messages associated with an event can be automatically triggered upon registration, waitlist registration, and hours before and after an event, just to name a few. These communications can be crafted to send through any of the multi-channel methods allowed within Slate – such as SMS, print, or email.
QR codes and location-aware links can be embedded within event reminder messages for registrants to either check themselves in once they’re within 2km of the event or allow staff to scan their codes, automatically marking them as attended.
Slate’s Scheduler functionality may be used to manage donor meetings and other important one-on-one events. Templates can be created to manage the registration, communication, and details of individual meetings. These slots can be added to a trip, and post-meeting report forms can be submitted and connected back directly to the person record.
Trips allow for the aggregating of multiple events, applicant interviews, donor meetings, stops, notes, and flight information in a one-stop-shop environment.
Events and meetings are displayed on a map— which may include a Voyager overlay—and details are easily accessible by a staff member. Points of interest can be searched from directly within a trip map (and then added as a stop on a trip).
With Slate being entirely online and mobile, planning, scheduling, organizing, and customizing donor visits, events, and trips are easily managed by those who use them the most – all while on the go, using the Slate mobile app.