This article explains how to view, add, edit, and delete sponsors in Altivo, and how sponsor statuses, levels, and computed financial fields work. It is intended for school administrators and managers responsible for day-to-day management of sponsor records.
Sponsors
Navigate to Sponsors in the sidebar to see a list of all your school's sponsors. The table shows sponsor name and logo, industry, status, sponsorship level, total sponsored amount, and active allocations count.
Click Add Sponsor in the top-right corner
Fill in the details: Name (required), Sponsor type, Registration number, Industry, Website, Logo URL, Status, Contact person, Notes
Click Save
Click on a sponsor in the table, then click Edit. Make your changes and click Save. Deleted sponsors are soft-deleted: hidden from views but data is preserved for audit integrity.
| Status | Meaning | When to use |
|---|---|---|
| Prospect | Not yet confirmed | New leads, enquiries |
| Active | Confirmed sponsor | Current or recent sponsorships |
| Lapsed | Previously active, not renewed | No activity in 6+ months |
| Declined | Decided not to sponsor | Rejected proposals |
| Level | Default minimum spend |
|---|---|
| Bronze | R0 |
| Silver | R10,000 |
| Gold | R50,000 |
| Platinum | R100,000 |
Thresholds are configurable per school via the Levels tab. Levels update automatically when sponsorships are recorded.
| Field | What it means |
|---|---|
| Total sponsored | Sum of all sponsorship contribution values |
| Total allocated | Sum of all allocation agreed values |
| Unallocated value | Total sponsored minus total allocated |
| Sponsorships count | Number of sponsorship records |
| Active allocations | Number of current non-expired allocations |
Check the status filter on the Sponsors page. If the list is filtered to Active but your new sponsor was saved as Prospect, they will be hidden. Clear all filters to see every sponsor regardless of status.
Levels are calculated from total sponsored amount. Check that all sponsorship contributions have been saved with the correct values. Levels update automatically when sponsorship data changes.
Lapsed means the sponsor was previously active but has not renewed recently. Declined means they actively chose not to sponsor. Both are set manually and help you track which sponsors to re-approach in future.
Unallocated value = total sponsored minus total allocated. Refresh the page and verify your allocation agreed values are correct. If a sponsorship has no linked allocations, the full sponsorship value shows as unallocated.
Last updated: March 2026 | Version 1.0