Advancement. Development. Fundraising. Whatever you call it, someone has to keep the lights on.
implementations
Welcome to Slate! Supercharge your first year with Post-Captain. Giving forms, phonathons, newsletters, volunteer programs - tell us where you want to go and we'll help you get there. We'll be the Dumbledore to your Harry, the Yoda to your Luke, or even the Mary Poppins to your Banks kids, if that's your thing.
alumni directory
Keep that connection to alma mater alive and well! Use an alumni directory portal to collect updates and news, drive networking events, and share gift receipts.
volunteer management
Do you have a volunteer program? Do you LIKE your volunteer program? Use Slate to keep your volunteers happy AND busy. Volunteer events, committee, tasks, mentoring, and more can all be right at your fingertips.
Configurable Joins
Does this beast really need a separate heading? It’s basically querying, right? Oh no my friend… it’s so much more. We offer hands-on configurable joins trainings for users of all skill levels that can show you how to get more out of queries, AND forms, AND dashboards, AND portals, AND rules, AND just about everything in Slate.
officer dashboards
Wheeling and dealing. Slicing and dicing. Fundraising and navel-gazing. There’s no limit to the number of rhyming things a a gift officer might need to do in a day. Help them find the details and to-do’s they need, when they need them.
data migration
So you’re happily settling into Slate and your new online giving form is live. But what do you do with all that sweet sweet data in your legacy system? Migrate it! We can help you package up that gift history and bring it over to Slate. No more checking in two places for the same donor!
giving days
Host your own Giving Day portal in Slate! No need for a developer to build you a website or custom-code your matching gifts algorithm. Use portals, funds, campaigns, and entities to calculate matching gifts, record donation challenges, and compute leaderboards. Then sit back and have a rest - Slate will handle it from here!
reporting
How many new donors did we have this year? How many donors have given for five years running? What about LYBUNTs? How many were gifts of $50 or more? How many gifts were matched? If you’re cringing just reading this, let’s talk. Slate reports can put these metrics at your (and your VP’s) fingertips.
PROSPECT PROFILES
Do you need information about a donor available at a glance? Well, maybe you can access it just fine but your [insert name of very important stakeholder here] needs it to be a little easier to find. Prospect profiles in Slate are more secure than printed PDFs and can be only one mouse-click away (yes we count the clicks!)