Definining Sponsorship Details for a Company

You can define the details of the sponsorship to the record being maintained for a company after you have supplied at least a name for the company and saved it. This information includes the amount of money being asked for and the amount received as well as all of the contact information.

To add a sponsorship details to a company:

1. Click Customer Service from the top navigation bar. The Customer Service splash page displays.
2. From the Related Actions list, click Manage Companies. The Local Companies list page displays.
3. Click Define Sponsorship Details from the Actions column of the company. The Sponsorship Details page displays.
4. On this page, for:
   1. Sponsoring Organization or Company Name, enter the name of this entity that will be asked to contribute money to the TeamRaiser as a sponsor
   2. Sponsorship Notes, enter details about this sponsor that other administrators may need to know
   3. Amount Requested, enter the monetary amount that this sponsor has been (or will be) asked to contribute to this TeamRaiser event.
   4. Amount Committed, enter the total monetary amount this sponsor has agreed to contribute.
   5. Amount Paid, enter the monetary amount that has been received from this sponsor.
   6. Amount Pending, displays the monetary amount yet to be collected from this sponsor.
   7. Sponsorship Status, select the phase in the sponsorship process that this sponsor has completed from the drop-down list displayed.
   8. Sponsorship Ask Date, enter (or use the calendar to select) the date on which this sponsor was contacted for the contribution.
   9. Sponsorship Projected Close Date, enter (or use the calendar to select) the date projected for receiving the money pledged by this sponsor.
   10. Sponsorship Type, select the type of company teams for this sponsor.
   11. Sponsorship Gift Type, select the type of gift that this sponsor will provide.
   12. Payment Type, select the method of payment that this sponsor will use.
   13. Internal Staff Contact, enter the name of the person from your organization who contacted (or, will contact) this sponsor.
   14. Sponsor Contact Name, enter the name of the person at the sponsor company with whom to communicate.
   15. Sponsor Contact Telephone Number, enter the telephone number of the contact person at the sponsor company.
   16. Sponsor Contact Email Address, enter the email address where the contact person at the sponsor company will accept email.
   17. Volunteer Manager, enter the name of the volunteer who will work with the sponsor.
   18. Sponsoring Company Only, click the checkbox if this company will not display for selection when Team Captains form teams in this TeamRaiser event.
5. Click Finish. The Local Companies list page displays again.