Adding a Gift from a Company

Company can give money as a direct donation in a corporate check, as registration subsidies to apply toward a portion of the registration fees that participants pay, or to use to match certain amounts given or raised by participants. Some companies may also offer an in-kind gift of services or merchandise. You can record these gifts in the company record.

You can also record a pledge of monetary support from a company or choose the Other option and list its value in the Notes section for a gift.

When you add a gift, the amount is applied to the fundraising thermometer. You can adjust this amount so all or part of it is removed from the thermometer total if appropriate (for example, you may want to remove matching money, registration subsidies, or in-kind values).

To add a gift from a company:

1. After logging into the site, click the link to access the TeamRaiser. The list of actions for this TeamRaiser display along with the Manage this Event link.
2. Click the Manage this Event link. The Event Management Center page displays.
3. From the top navigation bar, click Customer Service . The Customer Service splash page displays.
4. From the Related Actions list, click Manage Companies. The Local Companies list page displays.
5. Click Manage Company from the Actions column of the company. The Gifts list page displays.
6. From Related Actions, click Add a new gift. The Identify Gift page displays.
7. For Gift Category, click, from the drop-down list:
   • Corporate Check if the company has given money to the fundraising event itself
   • Sponsorship if the company is only a sponsor the fundraising event
   • Pledge if the company has promised to provide monetary support to your fundraising event
   • In-kind Gift if the company has given merchandise or services in support of the fundraising event
   • Registration Subsidies if the company has provided money to pay a portion of the registration fees for their employees (or others)
   • Matching Gift if the company has provided money for matching the donations made by their employees
   • Other if the company has provided another type of gift not on this list
8. For Gift Amount, click into the field and enter the amount of the gift.
   
   Note: If the company would like to keep their gift (or a portion of it) from displaying in the fundraising event thermometer, you can work with the amount later. This can be useful for Matching and Sponsorship gifts.
9. For Notes, enter any information about this gift to display it in the Gifts list for other event administrators or managers to reference.
10. Click Finish. The Gifts list page displays again with the new gift showing.
11. To remove all or a portion of this gift from the fundraising thermometer:
    Note: If the Current Total and Adjust Thermometer amounts are the same (or, synchronized), you do not need to enter the new gift. You need only supply a new thermometer amount if all or part of this gift should not display in the thermometer or to make both amounts the same again (for example, all of the matching money was used by registrants).
    1. Click the Edit Thermometer Amount link in the upper right area. The Adjust Event Thermometer pop-up displays.
    2. In the New adjust thermometer amount field, enter the portion of the Current Total that should be reflected in the event thermometer. For example, if the Current Total is $5000 and the company is adding a new $1000 matching gift, but only want $500 of a new $1000 gift to be reflected in the thermometer, you can enter $5500 as the New Adjust Thermometer amount.
    3. Click Submit.The Gifts list page displays again.