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docs/01-engage/04-sponsorships/02-creating-sponsorships/index.md
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title: Creating Sponsorships | ||
sidebar_position: 2 | ||
--- | ||
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In Engage, an account (donor or sponsor), whether individual or organization, can create a sponsorship to sponsor a beneficiary in support of any cause. This page will walk you through the steps to create a new sponsorship. | ||
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:::note | ||
- By default a sponsorship is created as anonymous. To associate the sponsorship with an account, click *Change Account* and choose the account accordingly. | ||
- Before creating a sponsorship, ask your system administrator to add sponsorship schemes for you. | ||
- To avoid any duplicate sponsorships and their problems, first <K2Link route="" text="search for a sponsorship within Engage" isInternal/>. | ||
::: | ||
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## Option 1: Create a Sponsorship using Create | ||
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- On the <K2Link route="dashboard" text="Engage dashboard" isEngage />, click the **Create** button. A bar containing different icons will be shown. | ||
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![Create Sponsorship Dashboard Video](./create-sponsorship-dashboard.png) | ||
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- Click **Create Sponsorship**. This will take you to the create sponsorship screen. | ||
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## Option 2: Create a Sponsorship using Quick Navigation | ||
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- On the <K2Link route="sponsorships" text="Sponsorship dashboard" isEngage />, navigate to **quick navigation**. | ||
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![Create Sponsorship Quick Navigation](./create-sponsorship-quick-navigation.png) | ||
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- Click on **Create Sponsorship** and a screen will appear to create the sponsorship. | ||
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## Create a New Sponsorship | ||
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1. On the **Create Sponsorship** screen, choose any scheme e.g. "Orphan Scheme" and currency e.g. "GBP" on the left-hand side. | ||
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![Choose Scheme and Currency](./choose-scheme-and-currency.png) | ||
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:::note | ||
After selecting a scheme, you can also change it to another one with the *Change Scheme* option. | ||
::: | ||
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2. Choose the *Begin On* date. By default, the date is displayed as the current date. | ||
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3. Select the *Commitment Type* as fixed term or open-ended and *Sponsorship Duration* e.g. 3 months. | ||
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![Choose Date and Others](./choose-date-and-others.png) | ||
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4. Select the beneficiary to sponsor. By default, a beneficiary will be prepopulated, but you can change it via clicking the *Change* option that displays a *Search Beneficiary* screen with a list of all beneficiaries and their name, age, location and gender. Select the one you wish to choose. | ||
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![Choose Beneficiary Gif](./choose-beneficiary.gif) | ||
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:::info | ||
You can also generate the "profile PDF" for the beneficiary for the first time via *Regenerate Profile PDF*. As soon as the PDF is generated, an option *Download Profile PDF* is displayed to download it if necessary. You can also view all reports related to the beneficiary e.g. annual reports via *View All Reports*. | ||
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![Download PDF and Report](./regenerate-profile-pdf.png) | ||
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::: | ||
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5. Choose the fund dimensions as defined by your system administrator for the beneficiary. Next, in the *Components* table, you can view the different components added in the scheme and their subtotal (price multiplied by the sponsorship duration) along with the accumulated sponsorship amount at the end. | ||
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:::note | ||
Mandatory components are necessary to sponsor and optional can be choosen via the toggle button. | ||
::: | ||
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![Components Table](./components-table.png) | ||
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6. Lastly, click **Create** if you only need to save the sponsorship or **Create & Donate** if you need to create the sponsorship and immediately donate towards it. The donation can be made as single or regular donation. |
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