Category

Getting Started: Definitions for commonly used terms

  • Supporter- Any individual or business that contributes in some way to your organization. Can hold a variety of roles, and the record is shared across your entire organization.
  • Bidder - A Supporter who is attending your event or has purchased a package.
  • Donor - A Supporter who has donated an Item or Gift Certificate.
  • Staff - A Supporter who is an employee, volunteer or otherwise helping with the event/fundraiser.
  • Sponsor - A Supporter who has purchased a Sponsorship package or who is donating services/goods to your event.
  • An Active BidderDonorSponsor or Staff is a Supporter who has purchased a package (admission, sponsorship, donation, or auction), donated an item, or has been assigned a committee or marked as a solicitor.
  • Item - A physical object or certificate for services to sell at your event/fundraiser.
  • Packages - An object, or multiple objects, that will be sold at your event/fundraiser. If you would like Greater Giving Online to track Donor information, a Package should be entered as an Item first. Packages can have one, many, or no items depending on their type.
  • Sale - Any purchase made using a package within your software.
  • Payment - Any form of remittance for a sale.
  • Tables - The physical table around which you place seats for your event. How many seats are available for your event/fundraiser MAY be dependent on the number of tables.
  • Groups- Are groups of people who want to be seated together. By creating Groups you can easily assign them to the same or nearby tables.
  • Sections - Are groups of packages that would normally appear in the catalog as a contiguous range of numbers. Sections identify the type or location of a package within the auction. For a silent auction, sections typically identify the location of the packages.
  • Class - A general grouping of similar packages. You can query on this field to see related classes and print reports to see which classes brought in the most revenue for your auction. You can setup the class pick list to organize the packages by type, similar to those listed below. Another idea would be to setup the class pick list to organize the packages by value. For example, you could create classes of: $1-$100, $101-$500, $501-$1000, $1001-$5000 or Low, Mid, High and Super value.
  • Category - A general grouping of like items. You can perform a search on this field to see related items, either to combine them into a package for the live or silent auction, to group them together for a silent auction, or to ensure they are spread out among different locations.
  • Item Type - A very general classification of the destination or purpose of the item. The item type is used to differentiate the purpose of the item.
    • Most items will be sold at a live or silent auction. Other items will be sold but not auctioned. Still other items are not really items to be packaged - they are donations to support the event’s production.  When you enter items to be auctioned, you may not know if they will end up in the live auction or silent auction. Leave the field blank for these items and complete it later.
  • Value Type - A standard for assigning a value items and packages.
    • Estimable - Applied to Items and Packages that, for tax purposes, have a fair market value, such as a bottle of wine. You can add other Value Types.
    • Priceless - Applied to Items and Packages that cannot be easily valued for tax purposes, such as a child's painting. You can add other Value Types.
  • Affiliate Types - This field is used in the various supporter roles to designate the relationship of the person to your organization.

 


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