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How do I track sponsorships in Donor Management?
How do I track sponsorships in Donor Management?
Updated over a week ago

Tracking your revenue from sponsorships is a crucial way to both accurately finance your event, and provide reporting for other interested parties (or provide guidance on how to plan your event next year).

To understand how to review and track sponsorship revenue in Donor Management, please check out our helpful guide below.

Step 1: Review the sponsor's contact record in Donor Management.

In Donor Management, sponsorships will appear within a sponsor's contact record as a separate line on their "Giving Graph."

Step 2: Review the sponsorship revenue within the "Giving" graph.

Similarly, sponsorship revenue can also be found under the “Giving” tab as their own separate stream of revenue, easily displaying how much funding has been raised specifically through sponsorships.

Step 3: Use the filter options under the "Giving" tab.

There are also two easy ways to segment out your sponsors in Donor Management, for your reporting purposes.

We have added several filter options under the “Giving” tab in order to allow you to better segment out your sponsors from other donors or ticket purchasers.

  • Transaction: Purchased sponsorship to event – will provide you with a list of all Sponsorship Transactions currently listed in your Donor Management System.

  • Name: Purchased sponsorship to event – will provide you with a list of all Sponsorship Transactions related to a specific Essential Event you have created.

  • Name: Sponsorship type – will provide you with a list of all transactions that correspond to a specific Sponsorship Level.

Step 4: Use the filter option under the "Contacts" tab.

We have also added a filter option under the “Contacts” tab as well:

  • Contact: Purchased sponsorship to event – will provide you with a list of anyone who has purchased a sponsorship for a specific event.

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