Event Sponsorship Tracking

Kim Maynard

Our organization holds an annual golf tournament every year and every year we run into the question of how best to track sponsorships.  Most of our sponsorship levels consist of a benefit that needs to be deducted from the actual tax deductible donation.  Previously we only entered the amount that was tax deductible and included a note in the reference field to indicate the total amount of the check and what was a tax deductible donation vs. a benefit.  This year we are trying to enter the full amount of the sponsorship, but are struggling to make sure we still quantify what is a tax deductible donation versus what is a benefit.  How do others handle event sponsorship tracking?

shani traum

On the gift side...


We use gift amount for the full amount given and Receipt amount for the tax deductible portion.


The Package on the gift reflects what sponsorship level they "purchased" and we include non-sponsorship level things as well, like golfer, dinner only, lunch only, donation only.


 

Claudia Sauers

We record the gift amount as the full check amount and the receipt amount as the tax deductible portion. During our "event season" we would tape a tax deductible chart by our monitors that quickly outlined the most purchased things and their tax deductible portion for quick gift entry.


Our fund identified the event, our appeal identified sponsorship/ticket/donation and our reference specifically detailed what was purchased ie. "Hole in One Sponsor" etc.

Cathleen Mai

Do you have the Event module? If yes, there is a recent discussion about this here:  https://community.blackbaud.com/forums/viewtopic/147/40280