Online Help

Recording a Donation Made In Support of a Team

If a donor gives a cash or check directly to the team, you can record this offline gift and confirm it as received or leave it unconfirmed until you receive the cash or check in hand. You also may be able to record offline credit card gifts from donors, but they are considered confirmed when you enter the credit card number.

You can enter both one-time payment and recurring gifts that will be collected for a specific number of payments. The monetary amounts will be displayed in the status indicators only if the appropriate event option to show recurring payments immediately has been enabled.

If you will be entering a large number of gifts at one sitting, you can enter a Batch ID to keep track of the gifts that you have entered.

To record a donation made in support of a team:

  1. Click Customer Service from the top navigation bar. The Customer Service splash page displays.
  2. In the Process Navigator, click Manage Teams. The Teams list page displays.
  3. Click Manage from the Actions column of the appropriate team. The Summary page displays.
  4. From the Related Actions, click Record Team Donation. The Enter Donor Information page displays.
  5. For Name, enter the required information in the First Name and Last Name fields.

    Notes:
    (a) This is the only required field for most TeamRaiser donations.

    (b) If the gift payment will be by credit card or bank account withdrawal, the Name entered must match the name on the credit card or bank account. The donor can use a less formal name (or, a nickname or joint donor name) as the Recognition Name in Step 9 that will display on the gift honor rolls on event pages.

    (c) You can also enter information in the Middle Name field as well as select a Title to display in front of the first name, and a Suffix and Professional Suffix to display after the last name.

    (d) Enter or select the appropriate information in the remaining address and biographical fields if you have it.
  6. Click the Next button. The Configure Gift page displays.
  7. For Gift Type, to enter a:
    • One-time gift payment. leave the One time radio button selected and, for Gift Amount, enter the amount that the donor has given or will be giving.
    • Recurring gift payment:
      1. Click the Recurring radio button. Two new recurring gift payment fields display under the Gift Amount field.
      2. For Gift Amount, enter the amount that the donor has given or will be giving.
      3. For Frequency of the Gift Payment, click the appropriate time interval from the drop-down list to represent the time interval at which each payment will be collected.
      4. For Number of Gift Payments, enter the number of times the gift will be collected.
  8. For Recognition Name to display in the status indicators on the Team Page:
    • Leave the field blank to use the name of the donor as it is entered in the Name fields above.
    • Or, enter the alternate name that the donor has specified (for example, the Smith Family or PJ Smith, or PJ Smith and AJ Brown).
    • Or, enter the word Anonymous if the donor has indicated not to display their name in association with this gift.
  9. For Batch ID, optionally enter the batch number with which this gift should be grouped. Note that if this field already contains a Batch ID, you can overwrite it with a new value if appropriate.
  10. For Payment Method, if the gift:
    • Is in cash and you have received it, leave the Cash radio button selected and the Confirmed radio button in the Payment Status area selected.
    • Will be in cash that you have not received, leave the Cash radio button selected, and click the Unconfirmed radio button in the Payment Status area.
    • Is made with a check and you have received it:
      1. Click the Check radio button.
      2. Leave the Confirmed radio button in the Payment Status area selected.
      3. For Check Number, enter the number on the check you have in hand.
    • Will be made with a check that you have not yet received:
      1. Click the Check radio button.
      2. Click the Unconfirmed radio button in the Payment Status area.
      3. If you have the number of the expected check, enter it in the Check Number field.
    • Is a credit card payment:
      1. Click the Credit Card radio button. The Credit Card Information fields display.
      2. For Credit Card Number, enter the card number. You can enter spaces or simply type all of the numbers and letters.
      3. If displayed, for CVV Number, enter the appropriate card verification number.
      4. If displayed (for Switch/Solo cards), for Issue Number, enter the appropriate information.
      5. Click the Expiration Date drop-down lists and click the appropriate month and year when the card expires.
    • Is to be withdrawn from a bank account:
      1. Click the Bank Account Withdrawal radio button. The Bank Account information fields display.
      2. For Bank Routing Number, enter the routing number of the bank from which the account will be charged for the payment.
      3. For Bank Account Number, enter the account number that will be charged for the payment.
      4. For Verify Bank Account Number, enter the account number again.
  11. To process this payment:
    • By itself and return to the Summary page for this team, click the Process button.
    • And then record another gift for this team, click the Process and Add Another button.