Add Commitment
Updated 2 weeks ago
Commitment Management
Add Commitment
Use Add Commitment when you need to create a new donor-recipient sponsorship relationship. The add workflow starts with donor and recipient selection, then loads the commitment details before confirmation.
Choose Where to Start
You can start adding a sponsorship from two places.
From the Commitments page, select Add Commitment in the table toolbar.
The Add Commitment button opens the sponsorship creation drawer from the Commitments table.
From a Donor Profile page, select Add giving > Add Commitment from the header actions. This option is available for donors with the Active or Deceased status, and disabled for archived donors and other statuses.
The Add Commitment action on a donor profile header starts the workflow with that donor preselected.
You can also use the Quick Actions palette (Cmd+K or Ctrl+K) and select Create commitment.
Step 1: Select the Donor and Recipient
From the Commitments table, use Search Donor to select the donor, then choose who is being sponsored. From a donor profile, the donor is already selected.
Select a recipient. Choose the recipient from the dropdown. The list shows recipients available for sponsorship in your programs.
Commitment details load automatically when the donor and recipient are selected. If the drawer still shows Load, select it to load the details.
The creation drawer loads the commitment details for the selected donor and recipient.
Note: When you start from a donor profile page, the donor is already known. Step 1 only asks you to select a recipient.
Step 2: Set the Sponsorship Details
After the donor and recipient are selected, Gratona loads the commitment fields. The fields you see depend on the program type connected to the selected recipient.
Choose the Sponsorship Amount
How the amount field works depends on the program type:
Funding or Contribution programs — enter a custom amount or choose from preset amounts when the program defines them. You can also type a custom amount and select Use custom amount to add a value that is not in the preset list.
Number of Sponsors programs — the amount may be fixed by the program or editable depending on how the program is configured.
Campaign programs — enter a custom amount or choose from preset amounts.
The amount summary below the field shows what the donor will be charged per period and the payment frequency. Review this summary to make sure the amount is what you intend.
Step 2 shows the sponsorship amount, payment method, frequency, and next payment date.
Select a Payment Method
Choose how the donor will pay. Available payment methods depend on the donor record and your configured payment gateways:
Cash — record an off-system cash payment.
Check — record a check payment.
Wire Transfer — record a bank wire payment.
External Processor — record a payment processed outside Gratona.
PayPal — available when the donor has a PayPal email and a PayPal gateway is configured.
Credit Card — available when the donor has a saved card and a card gateway (Stripe or Flutterwave) is configured.
ACH Direct Debit (US Bank Account) — available from the donor profile workflow when the donor has a saved US bank account.
Note: If a payment method is disabled, hover over the info icon next to the field label to see what the donor record needs.
Set the Frequency and Next Payment
Payment Frequency — choose how often payments are made. Options include monthly, quarterly, annually, and other frequencies your programs support.
Next Payment Due — choose the date the first payment is expected. This field is required for a paid commitment. When the program allows Funded separately — no payment, that choice creates the relationship without an amount or payment schedule.
Optional: Processing Fee
When the program charges a processing fee and the payment method is a credit card, you will see a checkbox to allow the donor to pay the processing fee. The processing percentage configured for the program is shown next to the option.
Optional: Notification Email
When the program has a new-donor email template configured, you will see an option to Send New Donor Signup email. Select this checkbox if you want Gratona to send the notification to the donor.
Review and Confirm
After you select Save, Gratona shows a confirmation summary. Review the sponsorship details before continuing:
Donor name
Recipient name
Charge per period
Payment frequency
Next payment date
Payment method
The confirmation dialog shows the full sponsorship summary before the relationship is created.
Select Create Commitment to complete the sponsorship. The sponsorship appears in the Commitments Table after it is created.
When a Sponsorship Cannot Be Added
The sponsorship is not created when:
The donor is archived. The Add Commitment option is disabled from the donor profile, and the create step shows a warning that an archived donor cannot be used.
The amount is less than the minimum required amount.
The donor or recipient record is not found.
The recipient is not connected to a program.
Permissions
Your role controls whether you can add sponsorships. If the Add Commitment button or the donor profile Add Commitment action is missing, your account may not have permission to create commitments. Program access also controls which recipients and programs are available when creating the sponsorship.