Sponsor Administrative Allocation

Sponsor Administrative Allocation calculates and confirms the monthly administrative allocation per sponsored nonprofit from Fund Accounting → Sponsor Administrative Allocation. Default rate is 7.5% of eligible revenue; adjust per org before you confirm. Allocation lines post to fund accounting—review and export from the same screen.

Enterprise fiscal sponsors. Use the Record cash settlement switch when you want due-to/from and checking entries in the same confirm step. For sponsor-to-project support there is no live Distributions tile—post a balanced entry in Journal Entries (see Distribution Manager for the planned workflow).

Calculate, review, and post the monthly administrative allocation to the sponsor.

Workflow

1. Open Fund Accounting → Sponsor Administrative Allocation
2. Select month (prior month by default; no future months)
3. Review revenue-based allocation lines per sponsored org
4. Adjust rates if your agreement differs from the default
5. Confirm batch; optionally record cash settlement
6. Export Excel or PDF for board packets

Good to Know

Parent org admins confirm; sponsored orgs view only. Map allocation posting accounts in Chart of Accounts before your first run.

Related: Multi-Organization Management, where allocation summaries live, Fiscal sponsor solutions.