Online Help

Editing Company Gift Information

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 edit the category or amount of the gift as well as edit or add notes about it (for example, will adjust thermometer to remove this gift from total).

To edit company gift information:

  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. Click Edit Gift from the Actions column of the gift. The Gift Details page displays.
  7. Make your changes and click Finish. The Gifts list page displays again.
  8. 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.