Recording Sponsorships that Do Not Include Comp Tickets
There are 3 steps for entering sponsorships: 1) Creating sponsorship levels, 2) Creating a Donor Record, then 3) "Selling" the sponsorship to the donor.
If you do not provide complimentary tickets, it is easiest to create a catalog item for each sponsor level, then record the sponsorship by "selling' the item to the donor using the Internal Order Generation form.
This allows you to:
- designate the portion of the sponsorship that is considered a charitable contribution (only applicable if you provide complimentary ad space or other perqs to sponsors)
- record (or process) the payment
- generate a sales receipt for the payment.
Use these instructions If you provide complimentary tickets to your sponsors.
1. Add an Item for each Sponsor Level:
Go to Catalog > Add Item:
1. Use Generic Donor
2. Enter Sponsorship Level as Name
3. Enter number offered.
4. Select type = Signup or Sellable (signup provides a ready-made report with contact info of all sponsors/buyers by level)
5. Enter total FMV of any consideration provided to sponsors (ad space and/or other perqs).
6. Cost for this level of Sponsorship
7. Uncheck box to keep item from displaying in web catalog.
8. Save, then repeat for each additional sponsor level.
2. Create a Donor record for the sponsor:
Go to Donors > Add/Edit a Donor:
1. Use the Relationship to Organization of Misc. field to indicate Sponsor level.
2. Note: in order for sponsor names to appear on receipts, this box must be checked and the display donors box must be checked during the receipt set-up.
3a. Generate an Internal Order to record the sponsorship:
Go to Admin > Manage Users:
1. Click on desired Donor Name to display User record
2. Click on Generate Order button.
3b. Enter transaction details:
1. Use Add Item button to add sponsorship level item.
2. Use Add Payment button to record/process payment.
3. Generate receipt.