Sponsor Fee Allocation

Quick Answer: Sponsor Fee Allocation

Sponsor Fee Allocation calculates and confirms monthly admin fees per sponsored nonprofit from Fund Accounting → Sponsor Fee Allocation. Default rate is 7.5% of eligible revenue; adjust per org before you confirm. Fee 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 transfers of restricted gifts, see Distribution Manager.

Sponsor Fee Allocation

Calculate, review, and post monthly sponsor admin fees.

Workflow

1. Open Fund Accounting → Sponsor Fee Allocation
2. Select month (prior month by default; no future months)
3. Review revenue-based fee 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 sponsor fee posting accounts in Chart of Accounts before your first run.

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