Powerful advancement and alumni tools for higher ed
Simplify the complexity and number of campus systems by using Slate. Our feature set is comprehensive, unlimited, and unrivaled. Spend more time focusing on your mission and less time shifting between systems.
An All-In-One Solution for Advancement
The single cohesive Slate environment creates synergies between individual features, compounding their effect as part of a wholly integrated system.
Delight and Inspire with Personalization
With Slate, your constituents always have a personalized experience. Customize texts, emails, video messages, alumni portals, or branded giving forms—your ability to connect with donors in a bespoke manner is limitless. Slate fosters an enduring sense of connection with your donors and alumni.
Create Unlimited Giving Forms
Customize your giving forms with pre-filled donor information and recurring gift options. Include any custom gift fields relevant to your institution. Add your own branding for a unique and personal look and feel.
One-to-One Texting & Email
Send one-to-one emails and texts to donors and alumni. Increase personalization of your messages with custom merge fields and snippets. Capture all communications on each person's timeline.
Personalized Call Campaigns
Use VOIP voice to run successful calling campaigns. Create call lists that display specific donor information for callers. Embed scripts and the opportunity for follow-up messages in your calling campaign.
Donor Portal & Alumni Directory
Create portals for donors and alumni to manage their giving history, contact information, and more. Donors and alumni easily manage communication preferences, search for classmates, fulfill outstanding pledges, and set up recurring gifts.
Bespoke Giving Days
Increase engagement and donations on your giving day 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.
Spend More Time Focusing on your Mission
Your mission is driving the work that you do. With Slate, access any data point, at any time, anywhere to support your fundraising goals. Share valuable insights among departments, as well as customize the right information for each user. Whether you are a gift processor, major gift officer, or senior management, Slate gives you the information you need to do your job effectively.
Drag & Drop Querying
Research any data point with custom queries and exports—no SQL knowledge needed! Refine your results using filters and schedule automated exports.
Create custom dashboards for each staff member and display the relevant information they need.
General Ledger Integration
Export data to your general ledger and reconcile with your finance office. Slate integrates with any and every financial system out there.
Drag & Drop Reporting
Build custom reports using any data point in Slate. Share valuable insights with your stakeholders. Slate runs reports in real time, and you can schedule report delivery to suit your needs.
Voyager empowers users to manage prospects and upcoming trips right 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.
Rules & Automations
Create automations in Slate to organize constituents by similar criteria. Apply filters to define this criteria and build populations. Using exclusivity groups, pinpoint specific alumni and donors for communications and campaigns.
Spread the Message Far and Wide
Connect with your donors and alumni individually or at scale. Spread your message through one-on-one or mass email, text, VOIP, print, and drip marketing campaigns. Segment your donors automatically via rules and parameters. Engage your constituents in the ways that make sense for your institution.
Email Blasts & Newsletters
Send mass communications with your institution's branding and dynamic content. Design messages using Slate's easy-to-use message editor. Define your recipient list using Slate's robust query tool.
Integrated SMS Texting
Use SMS to send personal messages individually or en masse. Track delivery statistics for both group and individual messages.
Use the voice option to record personal voice messages from faculty, staff, and alumni. Automatically call and deliver pre-recorded messages.
Design engaging, printed postcards with no production minimums. Automatically print, ship, and send postcards through USPS. Each mail piece is tracked and displayed on the recipient's timeline.
Automated Communications Flow
Create drip marketing campaigns for distinct donor and alumni segments. Build your communications flow, and then you can set and forget. Next, define which constituents should receive campaign materials. As soon as constituents fit the criteria, they start receiving automated communications. Include print and text communications for a dynamic experience.
And so much more. Want to see it all? Reach out and request a demo.
Class agent portals
Events and trip management
Mass SMS (texting)
Personalized video postcards