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Sponsorships

An account can view all the sponsorships sponsored collectively in the account profile via Sponsorships from the profile menu. The sponsorship section includes:

  1. Create a sponsorship option
  2. Sponsorship details for different beneficiaries

Create a New Sponsorship​

You can create a new sponsorship via the Add New Sponsorship option. For more details, go to the Create Sponsorship Documentation.

Create Sponsorship

Observing a Sponsorship​

All the beneficiaries sponsored by the specific account will appear under the sponsorships section. Each sponsorship viewed contains:

  1. Sponsorship reference number.
  2. The scheme name, location and reference.
  3. The commitment date, type and status.
  4. Name and picture of the beneficiary.
  5. Amount donated towards the sponsorship.

Sponsorship View

To envision a sponsorship in detail, click the View Sponsorship button. You will see all the details of the sponsor, beneficiary, the sponsorship, scheme's and ledger. For example, the scheme used contains information such as components, date for renewal, location and theme etc.

Sponsorship Detail

Also, each sponsorship contains other options which can be used via the down arrow in the top right corner of the box. Those options include:

  • Donate: Adds more donation towards the beneficiary.
  • View All Reports: Shows all the reports of a beneficiary.
  • Extend: Extends the sponsorship longer than the specified period.
  • End: Ends the sponsorship.
  • Replace Beneficiary: Transfers the sponsorship to a new beneficiary.
  • Update Fund Dimensions: Updates fund dimensions for the scheme used.
  • Create New Task: Creates a new task for a sponsorship.
  • Turn Reminders off: Turns off the reminders of all notifications received by the sponsor.

Advanced options include:

  • Change Commitment Type: Changes the commitment type of the sponsorship.
  • Edit Beneficiary: Navigates to the Umbraco beneficiary page to edit any information.
  • Move: Moves the beneficiary to a different or anonymous sponsor account.
  • Regenerate Profile PDF: Regenerates the profile of a beneficiary with the updated details if any as a PDF.
  • Update Dates: Updates the begin on and end date for the sponsorship.

Applying Filters to View a Sponsorship​

You can either search for a certain sponsorship or apply any filter to view the exact sponsorship via the Show Filters button. The filters include:

  • Commitment Date: The start and end date for a particular sponsorship.
  • Sponsorship Status: The status of a particular sponsorship e.g. Active, Ended.
  • Commitment Type: The type of particular sponsorship e.g. Fixed Term or Open Ended.

Filters Option