Dive Deeper with BWF : Leveraging Planned Giving Capabilities in Slate for Gift Planning

Unlock the full potential of your university’s gift planning program with Slate for Advancement—now optimized for a virtual learning experience. This session will demonstrate how to enhance donor engagement, streamline your workflows, and confidently manage complex planned gifts within Slate’s native tools. We’ll cover best practices for tracking donor intentions, sustaining long-term donor relationships, and ensuring seamless stewardship across your institution—all from a centralized, easy-to-use platform. You’ll also learn practical ways to elevate the visibility of key gift planning data and simplify self-service tracking for your team. Whether you're new to Slate or refining an existing build, this session will help you strengthen your gift planning processes with actionable, field-tested approaches. Through real case studies, we’ll share expert tips for configuring your Slate instance to support unique gift planning needs and drive greater impact across your Advancement program.