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 com...
Thu, Jul 14, 2022 at 7:49 AM
How do I create a Sponsorship?
To create a sponsorship, go to the Fundraising Module and select Sponsorships from the menu. From here you can add new or edit existing sponsorship...
Wed, Jul 20, 2022 at 9:13 AM
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 the trash can icon. Click...
Thu, Jul 14, 2022 at 7:50 AM
What are Sponsorship Follow Ups?
Sponsorship Follow Ups are tasks that are due to the sponsor in exchange for their contribution. To see what Follow Ups have been assigned for sponsors, go ...
Thu, Jul 14, 2022 at 7:50 AM
How do I assign Tasks for Sponsorship Follow Ups
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 ...
Thu, Jul 14, 2022 at 7:50 AM
How can I update Sponsorship Follow Ups?
Go to the Follow Ups Page from the Fundraising Module>Sponsorships. Click on the Edit icon on the left side of the grid next to the task. In the p...
Thu, Jul 14, 2022 at 7:50 AM
How are Follow Ups assigned for Sponsorships?
Follow ups for Sponsorships happen automatically when there is a transaction connected to a sponsorship such as a gift or event level purchase. If the Spons...
Thu, Jul 14, 2022 at 7:51 AM
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 edit ...
Thu, Jul 14, 2022 at 7:51 AM
How can I link a gift to a sponsorship level?
From the Gift Entry page, toggle the Sponsorships button to YES and select the Sponsorship Level from the dropdown menu and assign an expiration date if nec...
Thu, Jul 14, 2022 at 7:52 AM
How can I see Sponsorships related to gifts?
From the Gifts Grid in the Fundraising Module or from a constituent's gifts grid under their Gifts Tab, find the Sponsorship Gift or Sponsorship Level ...
Thu, Jul 14, 2022 at 7:52 AM