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 c...
Wed, 20 Jul, 2022 at 9:04 AM
How do I create a Sponsorship?
To create a sponsorship, go to the Transactions & Invoicing Module and select Sponsorships from the menu. The default view will be the Manage Follow Ups...
Fri, 3 May, 2024 at 2:32 PM
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 on Switch to Task Setup from...
Fri, 3 May, 2024 at 2:23 PM
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 ...
Fri, 3 May, 2024 at 2:26 PM
How can I update Sponsorship Follow Ups?
Go to the Follow Ups Page from the Transactions & Invoicing Module>Sponsorships.  Click on the Edit icon on the left side of the grid next to the ...
Fri, 3 May, 2024 at 2:31 PM
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 spo...
Fri, 3 May, 2024 at 2:40 PM
How can I link an Event Level to a Sponsorship?
Yes. Create the Sponsorship and assign the applicable Tasks before linking to an event level. From an Event Page, go to the Event Setup Tab and add or edi...
Fri, 3 May, 2024 at 2:42 PM
How do I link a transaction to a Sponsorship?
From the Transaction Entry page, toggle the Sponsorships button to YES and select the Sponsorship Level from the dropdown menu and assign an expiration date...
Fri, 3 May, 2024 at 2:43 PM
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 Spo...
Fri, 3 May, 2024 at 2:48 PM
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 an...
Fri, 3 May, 2024 at 2:51 PM