Setting up Sponsorship Types

Using REACH, sponsorship types define the high-level categories and attributes of your sponsorship program.

Sponsorship types is also where you will set up:

  • Shares – the number of ways a full sponsorship is divided
  • Cost per Share – how much does each share cost, ex: $50 per share (per month)
  • Share Types – the ability to further sub-divide and categorize the shares by name
    • Note: Common examples are a share for Education expenses and a share for Healthcare expenses.

Here is an example on a sponsorship’s individual profile page.

Jasper Owino has 5 Shares (to be fully sponsored, he will need be sponsored 5 times), the Cost per Share is $50.00 per month and the organization has chosen to not further sub-divide sponsorships into Share Types.

To Create your Sponsorship Types:

  • Go to Sponsorships, > Sponsorship Types
  • Give your type a name in Title
  • Select your number of Shares – the number of times a sponsorship can be sponsored.
    • For Jasper’s example, it takes $250/mo to support him. Five shares allows for five supporters to sponsor Jasper at $50/mo each. You can set the share amount from 1 to any number, but a good rule of thumb is somewhere between 1 to 10.
    • Most sponsorship types are equally divided between the number of shares.  However, if you need to sub-divide shares further you can set up Share Types.
      • Note: This is only necessary when you need different amounts listed.  If all shares are the same type and amount, leave the share type blank.
      • For example, if you want each child to have 4 shares but you want 2 shares to be for Education at $50/month and 2 shares for Healthcare at $75/month. To do this, click “Add a Share Type” and enter the share number and amount.  
  • Set a Goal Amount only if you need to set a limit to the overall donations for your sponsorships.
    • Note: Most organization leave this blank to have unlimited recurring donations.  
      • For example, if after $5,000 a child is fully sponsored and needs no more donations, by setting a Goal Amount of $5,000, all recurring donations will automatically stop after the $5,000 limit is reached.  
  • Set the Recurring Period on which the shares are based
    • Note: Recurring period can be Monthly, Quarterly, Bi-Annually, or Yearly.  
    • For example, if Yearly is also offered, a Supporter can sponsor a child for a year at a time and be charged once a year for all twelve monthly share costs.
  • Choose to allow supporters to submit One-time Donations
    • Note: This is commonly chosen if you want sponsors to be able to add gifts for their sponsorship at other times during the year, such as end of year or holidays.
  • Select Allow Campaigns if you would like to let sponsors start their own personal fundraising campaigns
    • Note: “Start a Campaign” will be listed as an option for the sponsorship, but will not be applied directly to the sponsorship. Campaigns for sponsorships are an additional way to raise funds for a particular child/person, without setting up an ongoing sponsorship payment.
  • Select which Custom Fields apply to the Sponsorship Type
    • Note: This is where your custom fields you have created get attached to the sponsorship type.  You can add multiple custom fields to each Sponsorship Type and multiple Sponsorship Types can include the same custom fields.
  • If you would like to be able to include a description or explanation of this sponsorship type in Email or Mail Merges, type it in the Description box
    • Note: Once the description has been added, you can add the information to your New Sponsorship Email and your Sponsorship Mail Merges with the following liquid code: Sponsorship Type Description: {{sponsorship.sponsorship_type.description }}

If your organization decides to update the Cost per Share for the Sponsorship Type, not just for an individual, please note that any recurring donation already set up will not be updated to the new amount. The new Cost per Share amount will apply to new recurring sponsorship donations only. For existing recurring sponsorships, it is up to the organization to contact the supporter and adjust the total going forward for each supporter as needed.

The next step will be to add your Sponsorships.

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