Add a Gift from a Local Company and Adjust Fundraising Thermometer

  1. From the top of any Administrator page, select Fundraising, TeamRaiser.

  2. On the TeamRaisers list page, find the event and select Manage from the Action column.

  3. Select the Local Companies tab.

  4. On the Local Companies list page, find the company and select Manage Company from the Action column.

  5. Take an action:

    • Record a Local Company gift

      1. On the left under Related Actions, select Add a new gift.

      2. Enter the gift information in the provided fields.

    • (Optional) Adjust the gift in the Fundraising Thermometer

      Note: You only need to adjust the thermometer amount if you want the Current Total and Adjust Thermometer amounts to match (e.g., when all matching funds have been used), or you want to exclude a portion of gift from being counted in the thermometer.

      1. On the Gifts list page, select Edit Thermometer Amount.

      2. In the New Adjust Thermometer Amount field, enter the amount that you want added to the Current Total of the fundraising thermometer.

  6. Select Submit or Finish to save your changes.