Add a sponsorship record to your database

From the Sponsorships page, select Add a sponsorship. The Add a sponsorship screen appears.

Note: For more information about the items included on this screen, refer toAdd a Sponsorship Screen.
At the top of the screen in the General frame, enter or search for the sponsor’s name in the Financial Sponsor field. The financial sponsor is the sponsor responsible for payment.

If the sponsorship is a gift, select the Gift checkbox. This activates the Corresponding sponsor field. In the Corresponding sponsor field, enter or search for the sponsor who receives the sponsorship gift.

Other General information you must enter includes the sponsorship Program from which this sponsor wants to select an opportunity and the Start date. You can also enter a Finder number for the sponsorship, to match the payment to a particular marketing mailing, such as to track and report on the mailing’s performance.
On the Sponsorship tab, in the Sponsorship opportunity frame, select the opportunity you want to assign this sponsor.
1. If you want to associate the sponsor with a specific opportunity, select Choose a specific opportunity. Select the magnifying glass to open the Sponsorship Opportunity search screen and search for the desired opportunity. The search parameters and results are limited by the selected program.
2. If your organization ha reserved a set of opportunities through the Reserve opportunities function, select Choose a reserved opportunity to select one of those opportunities. In the Reservation key field, enter or search for the reservation key associated with the reserved opportunities. Next, select or search for the desired child you wish to assign to this sponsor. The search is limited to opportunities included in the reservation key.
  
  The Choose a reserved opportunity option is not available if a program associated with a project sponsorship opportunity group is selected. For more information about sponsorship opportunity groups, refer toSponsorship Opportunity Groups.
3. If you want to assign an opportunity based on the greatest need criteria, select Find a matching opportunity of greatest need. The program locates the greatest need opportunity based on the parameters defined in the greatest need rule associated with the program. For more information about greatest need rules, refer toGreatest Need Rules. To change the greatest need criteria for this sponsorship, select Clear and select your desired criteria. Once you have made your selections, press Find to locate a new opportunity.
  
  You can only modify the greatest need rule criteria for child opportunities.
4. If the selected sponsorship program allows for sole sponsorship, the Sole sponsorship field appears. To make the sponsor the sole sponsor for this sponsorship, select Sole sponsorship.
On the Payment tab, enter payment and mailing information such as credit data and a payment schedule.
1. In the Amount field, enter the payment amount for the sponsorship.
2. If the sponsorship is associated with a marketing effort, enter the source code, appeal, inbound channel, or effort information for the sponsorship.
3. Add any notes or pertinent information about the payment in the Reference field.
4. Select a Revenue category for the payment.
5. Set the payment schedule in the Schedule frame. Select the frequency and starting date for the payments. The payment schedule grid is updated based on the information entered in the Installment Frequency and Installment schedule begins fields.
6. Select a Payment method for the sponsorship:
  
  To set up a recurring gift with automatic payments, select the "Credit card - pay installments automatically" or "Direct debit - pay installments automatically." Enter the relevant payment information for the credit card or direct debit.
  
  To save a credit card for future reference, select "Credit card - store last 4 digits for reference." Enter the credit card data in the payment information fields.
  
  To pay with some other method, select "Other." Other type payment methods are configured in Administration.
  
  If the payment method is unknown, select "None."
7. To send payment reminders for the sponsorship recurring gift, select Send reminders.
8. If you do not wish to acknowledge the sponsor for this sponsorship, select Do not acknowledge.
On the Expiration tab, determine if this is a fixed-term sponsorship.
1. To set an end date for the sponsorship, select This is a fixed-term sponsorship.
2. Enter the expiration date and reason for the sponsorship. For more information about reasons, refer toReasons.
Select Save to save the new sponsorship and return to the Sponsorships page. The new sponsorship is added to your database and the constituency “Sponsor” is added to the sponsoring constituent.