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Report on Sponsorships

Goal: Produce the numbers your board, your finance team, and (most importantly) your sponsors expect — sponsorship revenue, fulfillment status, year-over-year trends.

What sponsorship reports cover​

Ayuna includes pre-built reports under Sponsorships → Reports:

  • Sponsorship summary — total committed, total received, by event, by tier, by category
  • Active sponsorship list — all in-progress sponsorships with payment and fulfillment status
  • Renewal forecast — sponsorships approaching their end date or already flagged renewal-eligible (renewal is request-and-review only — it does not auto-bill; see Publish Sponsorship Opportunities → Renewals)
  • Benefit fulfillment status — outstanding benefits across all sponsors, by deadline
  • Sponsor impact report — per-sponsor lifetime view, drawn from the same data, useful for stewardship packages

Year-over-year comparison is computable from the sponsorship summary by running it for two windows and comparing — there is no dedicated YoY report yet.

Common reporting jobs​

  • Annual sponsor revenue for board reporting and audited financials
  • Per-event sponsorship recap — what each event raised in sponsorship dollars
  • Renewal pipeline — for budgeting and major-gift planning
  • Outstanding fulfillment — to make sure every benefit promised is delivered

Committed vs. received​

Important distinction worth tracking separately. Sponsorships have a top-level status (pending_payment, active, completed, cancelled) and each scheduled payment has its own status (pending, invoiced, paid, overdue, cancelled). The summary report rolls those up into:

  • Committed — sponsorships where the sponsor has signed up at a tier; payments may still be pending or invoiced
  • Received — installments in paid status
  • Outstanding — installments still in pending or invoiced status (with overdue highlighted separately)

For internal management and stewardship, watch all three. For external communication, lead with received unless you label clearly.

Per-sponsor stewardship report​

Run this per sponsor at year-end (especially for major sponsors):

  • Their lifetime sponsorship total
  • Years sponsoring
  • Tiers held over time
  • Benefits delivered each year
  • Notes on the relationship

Share with the sponsor as part of their renewal package. It's a powerful prompt for them to step up to the next tier.

Cross-module integration​

Sponsorship revenue rolls into:

  • The Donations summary (sponsorships are a category of donation in the broader sense)
  • Campaign performance reports (when the sponsorship is tied to a campaign)
  • Event recap reports (when the sponsorship is tied to a fundraising event)

A sponsorship paid via card-present terminal at the gala shows up in:

  • The sponsor's sponsorship record
  • The sponsor's donation history
  • The fundraising event's revenue
  • The day's reconciliation against Finix settlement

Watching for revenue concentration​

A common risk: one sponsor accounts for too large a share of sponsorship revenue. The reports show distribution; if your top sponsor represents more than 30–40% of total sponsor revenue, pay attention to that relationship and start cultivating others to diversify.

Forecasting next year​

The renewal report shows past sponsors. Combined with cultivation pipeline notes, you can forecast next year's sponsorship revenue:

  • Sponsors who'll likely renew at same level
  • Sponsors who could be moved up
  • Sponsors at risk of not renewing
  • New prospects in cultivation

Apply realistic probability weights to each. The expected-value total is your forecast for the year ahead.

Audit trail​

Every sponsorship action — signup, payment, benefit assignment, completion, refund, write-off — is logged with who did what and when. Annual audit prep includes pulling the year's sponsorship activity log for your auditor's review.