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:
- Selected 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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