Sponsorships
What is a Sponsorship?A sponsorship is a contribution made to support the organization or to support a more specific activity like a program or special event. Sponsors can be companies or individual constituents. Sponsorships typically include some benefits to the sponsor in exchange for the contribu…How do I create a Sponsorship?o create a sponsorship, go to the Fundraising Module and select Sponsorships from the menu. The default view will be the Manage Follow Ups grid which shows all the tasks (or deliverables) that have already been assigned through sponsorship purchases or transactions. You can add…Can I delete a Sponsorship?Yes, a sponsorship can be deleted if it has not already been connected to a gift or event level. To delete a sponsorship, click onSwitch to Task Setupfrom the Manage Follows Ups grid. Select the row of the sponsorship you wish to delete and click on the Trash can iconon the left…How do I assign a task for a Sponsorship Follow Up?Tasks are assigned on the Sponsorship Page. Once the sponsorship level is created, tasks associated with that level can be added. - Click the row with the applicable sponsorship level. - If there are existing tasks listed, you can check the box next to that task to add it to the…How can I update Sponsorship Follow Ups?Go to the Follow Ups Page from the Fundraising ModuleSponsorships. Click on the Edit icon on the left side of the grid next to the task. In the pop up window, toggle the Completedbutton to YES, enter the date the task was completed under Status Date and any Comments. Click Updat…Are assigned tasks automatically created for sponsorships?Yes, assigned tasks are automatically created and recorded in the Assigned Tasks area of the Sponsorship page when there is a transaction connected to a sponsorship such as a gift or event level purchase. If the Sponsorship Gift button is marked YES on a gift and a Sponsorship L…How can I link an Event Level to a Sponsorship?To link a sponsorship to an event, ensure the sponsorship and applicable tasks have already been created. You can learn more in this article " How do I create a Sponsorship ?" From an Event Page, go to the Event Setup Tab and add or edit an event level. From the event level wind…How can I see Sponsorships for an Event?From the Events Grid in the Events Module, select the event from the Events filter on the Side Bar. Then scroll over to find the Sponsorship Level column and sort or filter to find the records.How do I link a transaction to a Sponsorship?From the Transaction Entry page, toggle the Sponsorships button to YESand select the Sponsorship Level from the dropdown menu and assign an expiration date if necessary.How do I see Sponsorships related to a Transaction?From the Transactions Grid in the Transactions & Invoices Module or from a constituent's Transaction grid under their Transactions Tab, find the Sponsorship Gift or Sponsorship Level column and filter the column.How do I link a membership to a sponsorship?To link a sponsorship to a membership level, ensure the sponsorship and applicable tasks have already been created. You can learn more in this article " How do I create a Sponsorship ?" From a Membership Page, go to the Membership Setup Tab and add or edit a membership level. Fr…How do I see sponsorships linked to memberships?You can find sponsorships linked to memberships on the Transactions grid. The Sponsorship Transaction column will have a check mark if there is a sponsorship linked to that transaction. You can also see the Sponsorship Level and Sponsorship Expiration Date, if applicable.