Supercharge Your Advancement Strategy

Slate for Advancement is your all-in-one powerhouse for donor management, digital engagement, gift processing, and AI-driven insights. Eliminate silos. Unify systems. Accelerate results.

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Scroll down to learn more about how Slate powers the full spectrum of higher ed advancement.

Schedule Your Initial Call

Pick a day and time that works for you — no back-and-forth required. You'll get a calendar invite automatically with the call details, where we can discuss your needs for a more in-depth product demonstration.

Trusted by 125+ higher ed institutions.

Engineered for Performance and Possibility

Built from the ground up for higher education, Slate delivers seamless experiences to donors and staff alike.

Unified CRM

From records to reports, Slate houses every aspect of your advancement ecosystem in one sleek platform.

AI-Powered Insight

Smart summaries, donor suggestions, predictive gifts, and automated outreach help your team focus on what matters most.

Campaign Intelligence

Track every dollar, pledge, fund, and campaign goal with stunning dashboards and real-time updates.

Donor Portals

Let donors view giving history, pay down pledges, update profiles, and submit scholarship stewardship letters with ease.

Modern Giving Forms

Design forms that drive conversion—mobile-optimized, branded, and intelligent by default.

Event Integration

Run events with custom sub-event logic, check-in tools, automated follow-up, and dynamic badges.

Accelerate Your Mission

Empower your staff. Delight your donors. Take your advancement strategy to new heights—with Slate.

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Beautiful. Powerful. Intuitive.

Every screen in Slate is built to feel as good as it functions—whether you’re planning campaigns or viewing lifetime donor journeys.

Comprehensive Tools for Every Moment

Slate powers the full spectrum of advancement—from first contact to final gift acknowledgment—with elegance and precision.

Giving Days

Launch dynamic, branded campaigns with real-time goals, challenges, leaderboards, and integrated offline gift tracking.

Contact Reports & Cadences

Log interactions, trigger workflows, and follow a cadence of outreach designed to strengthen relationships.

SMS & Video Messaging

Send personalized texts and record in-browser videos to thank, invite, or engage constituents at scale.

Virtual Agents

Deploy AI-powered assistants to handle donor inquiries, freeing staff to focus on stewardship and strategy.

Print & Mail

Design, merge, and mail solicitations, acknowledgments, and postcards—automatically printed and sent via USPS.

Badging & Check-in

Create personalized badges with QR codes and print them on-site. Check attendees in with mobile or geolocation tools.

Homecomings & Reunions

Manage multi-day events with nested sub-events, meals, lodging options, and dynamic registration flows.

In-Person Payments

Accept gifts during events or calls via card swipers and secure forms—fully PCI compliant.

Phonathons & Engagement Centers

Equip callers with tailored scripts, real-time data, and pledge fulfillment tools built directly into the platform.

Power of Slate AI

Empower your staff. Delight your donors. Take your advancement strategy to new heights—with Slate.

Ask Questions of Your Data

What are my top prospects for this quarter? Who hasn’t been contacted in 90 days? Just ask. Slate AI understands your language and returns answers in real-time.

AI-Generated Portfolios

Let Slate AI build and maintain prospect portfolios based on giving capacity, engagement, and custom criteria—automatically and continuously.

Write and Design with Ease

Draft personalized emails, newsletters, and website content that wow—without starting from scratch. Slate AI generates content and designs that reflect your brand.

AI Chatbots

Answer questions, route inquiries, and provide immediate assistance to constituents 24/7. Slate’s AI Chatbots deliver friendly, accurate responses based on your institutional knowledge sources — no staff time required.

AI Agents

Engage, solicit, and steward prospects at scale. AI Virtual Agents initiate personalized outreach, identify giving signals, and seamlessly hand off high-potential conversations to human fundraisers—supercharging your team’s efficiency and reach.

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All-Inclusive, Transparent Pricing

With Slate, you get every feature—no modules, no surprises. One simple license includes:

Unlimited Users

Give access to your entire team, without per-seat charges.

Unlimited Data

Store unlimited constituent records, gift histories, and event logs.

Unlimited Gifts & Documents

Track hard and soft credits, pledges, planned gifts, and upload any related files.

Unlimited Queries & Reports

Build as many insights and dashboards as you need—at no extra cost.

Unlimited Artificial Intelligence

Unlimited use of Slate AI for your bots, agents, and assistance throughout Slate.

All Features Included

Giving forms, events, AI, Deliver, portals, texting, printing, dashboards—all part of your annual license.

What Our Clients Say

“The main winning aspect was that all touch points of the donor’s record would be managed, maintained, and updated in one location. We would not be reliant on a third-party vendor for main aspects like e-mail or texting or calling or payment processing. Slate for Advancement has an approach to technology that is embracing of our modern world of technology that I have not seen in other vendors.”

— Lloyd Lentz, Executive Director of User Experience and CRM, Macalester College

Ready to Elevate Your Advancement Strategy?

Join over 125 institutions who trust Slate to power their philanthropic success.