Introduction To Donors

January 2023: the current dashboard release has new graphics and some interface changes. Many screenshots still reflect the older release and will be updated shortly.

Donors are the people, or companies, that support your event by donating items or through sponsorships. Donors will be acknowledged on the auction website and on printed forms for the items they donated and can also be acknowledged as Sponsors on the website as well.

To access the Donors Dashboard, click Donors from the main Auction Dashboard menu.

INFORMATION

All Donors are available to every auction you host as the are saved at the Organization level. There is no need to copy donors from one auction to another. See Active and Inactive Donors for more details.


Adding A Donor

To enter the information for an individual Donor, from the main Auction Dashboard click Donors and then click the Add New Donor button or the circled + icon in the Donors Dashboard banner.

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An example taken from a demonstration event.

Enter Donor Record Details

Enter the information for the new Donor. You can enter as much, or as little, information as you want... the Name field is the only required detail that needs to be added.

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Click one of the Add Donor buttons to save the changes.

Recommended Reading

For more information, see the Add Donors page in this User Guide.

Add Donor Section Details

There are a number of information fields you have available for your donor details.

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An example Donor section from a Donor Record from a demonstration event.

  • Website
    You can link a website to the Donor’s name and whenever the donor is shown online it will be linked to that address.

  • Acknowledge publicly
    Donors will only be shown on the website or printed forms if the Acknowledge publicly checkbox is checked. This should be checked by default for new donors.

Add Donor Address Details

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  • Donor Address
    To show or hide the Donor’s Address information, click the Address heading to expand and enter the address of the donor. By default, the Show contact details publicly publicly checkbox is not selected. This will only affect printed Gift Certificates.

The images tab displays images that have been uploaded for the Donors, such as a company logo or brand logo. By adding an image of the Donor's logo, that image will be available to be included in the auction catalog and on some printed forms.

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Active and Inactive Donors

A newly added donor will be considered "inactive" until a donation or sponsorship is recorded for them in the current auction. This is this case even for Donors that were entered specifically into this auction. See Active and Inactive Donors for more information.


Recommended Reading

The following sections and pages about Donors may also be of assistance.


Reviewed: January 2023