The Sponsorship Supporter Record

Table of Contents

REACH allows an admin to manage a sponsorship for a supporter from the REACH Admin Console.

The Sponsorship Supporter record is where you go to view and edit the details of a supporter’s sponsorship donation information. You can navigate to this page any of the following ways:

  • From the Supporter record profile page > click a name in the Current Sponsorships box
  • From the Supporter record > click on the Sponsorship History tab, and select a Sponsorship > Pencil Icon > View Details
  • From the Sponsorship record, click a name in the Current Sponsors box

Update Details

The following sponsorship commitment options (how much, how often, since when) can be managed by selecting Actions > Edit Sponsorship Supporter from the top Actions menu button:

  • Name of Sponsorship
  • Number of Shares
  • Cost per Share (Donation Amount)
  • Transaction fees 
  • Recurring Period
  • Sponsor Since
  • Soft Supporter

Donation Options

The following donation options can be managed by selecting Donation Actions:

  • Add a One-time Donation
  • View Recurring Donation (if Online)
  • Edit Recurring Donation (if Online)
  • Manage Payment Methods
  • Convert to Offline OR
  • Convert to Automatic Credit/Debit (if Offline)
  • Mark as Current (if past due)

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