Altivo Glossary

Altivo Glossary

ALTIVOSponsor Management

Quick reference for every term used across Altivo and this help centre.

Reference > Glossary

Core entities

  • Allocation: A specific asset assigned to a specific sponsor for a defined period - which asset, when, how many units, at what agreed value.

  • Asset: A sponsorship opportunity a school can offer - billboards, jersey branding, naming rights, programme adverts, digital screens.

  • Enquiry: A request from a potential sponsor submitted through the Sponsor Portal, either about a specific asset or generally. Can be accepted (creating a sponsor) or declined.

  • Sponsor: A company, organisation or individual contributing cash, goods or services.

  • Sponsorship: A recorded contribution from a sponsor, made up of one or more contributions.

Financial terms

  • Agreed Value: What the school and sponsor actually settled on for an allocation. May differ from the pro-rata value if a discount applies.

  • Contribution: One component of a sponsorship - a type (Cash, Goods or Services), a value, and a description. A sponsorship can hold several.

  • Date Received: When the sponsor's payment actually arrived. Drives which month revenue appears in on the dashboard and is used for SARS matching on Section 18A.

  • Discount: Pro-rata value minus agreed value, floored at R0.

  • Pro-Rata Value: Altivo's calculated fair value for an allocation, from the asset's price, duration type, dates and units.

  • Total Allocated: Sum of a sponsor's allocation agreed values.

  • Total Sponsored: Sum of a sponsor's sponsorship contribution values.

  • Unallocated Value: Total sponsored minus total allocated - money committed but not yet matched to an asset.

Asset terms

  • Available Units: Total units minus units currently allocated.

  • Booking Rate: Units allocated divided by total units, as a percentage.

  • Duration Type: How an asset's price is measured - per week, per month, per year, once-off, or per event. Drives the pro-rata calculation.

  • Free Asset: Price explicitly set to R0.

  • Total Units: How many instances of an asset exist to sell.

  • Unpriced Asset: No price set at all. Needs manual value entry on allocations, and never appears on the Sponsor Portal.

Status terms

  • Allocation Status: Pending, In Progress, Fulfilled, Expired, Cancelled. Expired is applied automatically once the end date passes; the others you set yourself.

  • Availability Status: Available (at least one unit free) or Booked (all units taken).

  • Enquiry Status: Pending, Accepted, Declined.

  • Expiry Status (Days Left badge): OK (60+ days), Warning (30-59), Critical (under 30), Expired (past end date).

  • Sponsor Status: Prospect, Contacted, In Discussion, Active, Lapsed, Declined - the stages of your own pipeline, all set manually.

Tax and compliance terms

  • PBO Number: Public Benefit Organisation number from SARS. Enables Section 18A references on qualifying cash sponsorships.

  • Section 18A: The Income Tax Act provision letting donors deduct cash donations to an approved PBO from taxable income.

  • Section 18A Reference: Auto-generated in the format 18A-{PBO number}-{tax year}-{sequence}.

  • Tax Year (South Africa): 1 March to end February, labelled by the ending year.

Platform terms

  • AI Assistant: The conversational assistant, bottom-right of any page. Reads your live data, answers in plain language, changes nothing.

  • Multi-tenant: Every school's data is fully isolated - no school can reach another's, even by mistake.

  • Onboard / Import: The getting-started checklist and spreadsheet import wizard, at the bottom of the sidebar.

  • Quick Add: Top-bar shortcut that creates a sponsor, sponsorship and allocations together in one flow.

  • Soft Delete: A deleted record is hidden, not erased - the data is kept.

  • Sponsor Portal: Your school's public page for browsing assets and submitting enquiries. No login needed. Excellence plan only.

  • Sponsorship Level: A tier based on a sponsor's total spend - Bronze, Silver, Gold, Platinum by default, thresholds configurable per school.

  • Student Count / Parent Count: The reach figures shown on the Sponsor Portal, set in My School.

Frequently asked questions

Pro-rata value vs agreed value - what's the difference?

Pro-rata is the system-calculated fair price. Agreed value is what you and the sponsor actually settled on. A lower agreed value shows as a discount.

What does unallocated value mean in practice?

The sponsor gave money that has not yet been matched to anything they receive. R20,000 unallocated means R20,000 with no asset placement to show for it.

Allocation status vs availability status - what's the difference?

Allocation status describes one allocation's own lifecycle. Availability status describes whether an asset has any free units left at all, based on every active allocation against it.

Do I need a PBO number?

Only if you want to issue Section 18A tax receipts for cash donations. Everything else in Altivo works normally without one.

Last updated: September 2026  |  Version 3.0

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