The Sponsors feature allows you to display, sell, and manage your sponsorship packages. You can offer those packages for sale online, but there may be instances where you need to internally add offline sponsors.
When adding sponsors via your Dashboard, you’ll have the option to:
collect a credit card payment over the phone
log an offline cash/check payment
send the sponsor an invoice with a direct link to complete their payment online
customize the package to make it unique to the sponsor (such as adjusting price and/or and tickets included)
When adding offline payments (such as checks), you’ll be able to mark if the sponsor’s funds have been received and choose to send a receipt. If you haven't received their payment yet, you can leave them marked as Unpaid while still publicly recognizing them in your Sponsors logo display (if enabled).
Steps
Visit your campaign’s Dashboard.
Select Sponsors from the left side menu.
In the top right corner of your Sponsors dashboard, click Create then select Sponsor.
Under Sponsorship Information, enter the Sponsor Name, Sponsor Logo (optional), and Sponsor Website URL (optional). If no logo is uploaded, the Sponsor Name will be displayed.
Under Sponsorship Package, select the package the sponsor is receiving. If the sponsor package includes tickets, you will be notified immediately and given the option to customize their ticket invite code.
If you need to customize the price of the package or number of tickets included for this specific sponsor, toggle on Customize Package and make any needed adjustments. Read more about customizing sponsor packages below.
Under Contact Info, enter contact information for the sponsor. The Sponsors Receipt will be sent to this email, if you choose to send the receipt.
Under Payment Information, choose if you are taking an online payment over the phone, adding an offline cash/check payment, or if you'd like to send an invoice. You can also set your preferences for sending a receipt in this section.
If you have enabled additional custom questions for sponsors, you will see those questions under Additional Information and can enter their details. This may not appear if you have not added custom questions for sponsors.
Click Create Sponsor.
Your Sponsors dashboard will update with new data showing your total amount raised through sponsorships and you’ll see the new sponsor listed in the table display, which will indicate at a glance if they are Paid or Unpaid and how many of the tickets they received have been claimed, if tickets were included.
Tip: If you would like sponsor logos to automatically display on your campaign page after you add sponsors, enable the Sponsors logo display! This customizable display can automatically update once sponsors are added, but must first be configured by visiting Settings > Campaign Page and adding the content block labeled Sponsors.
Note: If you've added an unpaid sponsor, you'll be able to return to their profile and mark the sponsor as paid when their funds arrive or change their payment type.
Customizing Sponsor Packages
When adding a sponsor, you will see the option to customize their package, which allows you to override the price and ticket settings of the base sponsorship package you are selling and include any notes about your customizations.
This feature is particularly helpful for managing in-kind sponsors, as it allows you to customize the cost of the package to the sponsor and the amount that gets displayed in your public fundraising total, but it may be used in many scenarios to tailor a particular package to a sponsor's request.
Below is an example of what you'd see when customizing a package. There are three sections you can optionally customize:
Price
Tickets
Additional details
Customize Price
When customizing a package, the original price of the sponsorship package selected will auto-populate two fields: Cost to Sponsor and Public Fundraising Value.
Cost to Sponsor is the amount the payment amount you would like to receive from the sponsor. For example, if you are adding an in-kind sponsor that has paid you in goods and services, you would enter $0 as you are not collecting monetary payment from them.
Public Fundraising Value is the value that will be added to your campaign's fundraising total. For example, if a sponsor is receiving a $5,000 package but as an agreement with you to only pay $4,000, you can adjust the prices in both fields to collect the correct amount and ensure you are not over-inflating your campaign total. If you would like to exclude sponsorship funds from your public total, you can set this amount to $0.
Customize Tickets
You will be able to customize the tickets on any sponsor package you are adding, even if the base package was not set to include tickets. If the base package was already set to include a certain number of tickets, you would be able to alter the ticket selection and quantity for the specific sponsor you are adding.
Customize Additional Details
Whenever you are customizing a package, you will be able to leave a note to record any helpful information about why changes were made. The notes you include will be included in your Sponsors report and on the sponsor record for you or others at your organization to reference.
Frequently Asked Questions
Are sponsorship dollars included in my campaign’s fundraising thermometer?
By default, sponsorship dollars are included in your campaign's public fundraising total. However, you have the flexibility to adjust if sponsorships will reflect in this total. When adding a sponsor or when editing a sponsor record, you will be able to customize the package and alter the amount that is displayed in the public fundraising total by using the Public Fundraising Value field.
Can sponsorships be credited to a fundraiser or team?
Yes, if you are adding sponsors to a campaign that has peer-to-peer fundraising enabled, the sponsorship can be credited to a fundraiser or team page. When manually adding a sponsor, you will see a section for recognition where you can select a fundraiser/team to receive credit for the sponsorship. When sponsors purchase a payment online, they will also be able to choose the fundraiser/team they would like to credit.
Sponsorship credit will appear on a fundraiser's page or team's page in a separate section for sponsorships, above the list of donations they have received. The public fundraising value of the sponsorship will be added to the fundraiser/team's fundraising total.
Can I resend a receipt to a sponsor?
Yes. Select the sponsor who needs a receipt resent from the table in your Sponsors dashboard. You will pull up a summary of their sponsorship. Scroll down to the Payment Info section and click the button that says Resend Receipt.