Nonprofit Corporate Partnership and Sponsorship Management
Corporate partnerships offer revenue diversification but create legal complexity around UBIT, cause marketing disclosure laws, and sponsorship agreement compliance. This checklist ensures corporate relationships are properly structured and managed.
- Industry: Nonprofit
- Frequency: Quarterly review; Annual audit
- Estimated Time: 2-3 hours
- Role: Development Director
- Total Items: 26
Sponsorship Agreement Review
Review active sponsorship agreements.
- Written agreements executed for all significant corporate sponsorships?
- Sponsor benefits clearly documented in agreements?
- All promised sponsor benefits delivered on schedule?
- Renewal opportunities and pricing communicated before annual renewal deadline?
- Sponsor logo and messaging approval process for organizational materials followed?
UBIT and Tax Analysis
Verify UBIT compliance.
- Sponsorships structured as qualified sponsorship payments (not advertising) where possible?
- Activities that constitute advertising (not sponsorship) identified and UBIT calculated?
- Advertising revenue below $1,000 threshold (Form 990-T filing threshold) monitored?
- Exclusive designation language reviewed to remain within qualified sponsorship rules?
Cause Marketing Compliance
Verify cause marketing compliance.
- State commercial co-venture and cause marketing laws reviewed for all programs?
- Written contracts with all commercial co-venture partners executed?
- Required consumer disclosures (percentage going to charity, period, etc.) included in marketing?
- Amounts owed under cause marketing agreements remitted on schedule?
Employee Giving Programs
Manage corporate employee giving.
- Corporate matching gift opportunities tracked and promoted to donors?
- Corporate employee volunteer days properly documented?
- Corporate in-kind donations properly valued and acknowledged?
- Payroll deduction giving programs administered per CFC or company requirements?
Reporting and Recognition
Report and recognize corporate partners.
- Annual impact reports provided to corporate partners showing return on investment?
- Corporate sponsors recognized in annual report, website, and publications per agreement?
- Sponsorship revenue over $25,000 reported on Form 990 Schedule G?
- Regular relationship meetings with key corporate partners scheduled?
Corporate Pipeline and Growth
Develop corporate partner pipeline.
- Active prospecting for new corporate partners ongoing?
- Tiered corporate partnership structure with escalating benefits offering?
- Board member connections to corporate prospects leveraged?
- Corporate sponsor retention rate tracked and improvement plan in place?
- Corporate portfolio diversified across industry sectors?
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Why Use This Nonprofit Corporate Partnership and Sponsorship Management?
This nonprofit corporate partnership and sponsorship management helps nonprofit teams maintain compliance and operational excellence. Designed for development director professionals, this checklist covers 26 critical inspection points across 6 sections. Recommended frequency: quarterly review; annual audit.
Frequently Asked Questions
What does the Nonprofit Corporate Partnership and Sponsorship Management cover?
This checklist covers 26 inspection items across 6 sections: Sponsorship Agreement Review, UBIT and Tax Analysis, Cause Marketing Compliance, Employee Giving Programs, Reporting and Recognition, Corporate Pipeline and Growth. It is designed for nonprofit operations and compliance.
How often should this checklist be completed?
This checklist should be completed quarterly review; annual audit. Each completion takes approximately 2-3 hours.
Who should use this Nonprofit Corporate Partnership and Sponsorship Management?
This checklist is designed for Development Director professionals in the nonprofit industry. It can be used for self-assessments, team audits, and regulatory compliance documentation.
Can I download this checklist as a PDF?
Yes, this checklist is available as a free PDF download. You can also use it digitally in the POPProbe mobile app for real-time data capture, photo documentation, and automatic reporting.