How do I enter offline gifts for a TeamRaiser participant?

Anonymous Blackbaud User

Use the following steps for entering offline gifts for a TeamRaiser participant.

1. Click the Fundraising button on the top menu bar and then from the TeamRaiser list click the Manage button (magnifying glass) next to the appropriate TeamRaiser.

2. In the Participant Search enter the name of the participant and choose to either "Search This TeamRaiser" or "Search Across all TeamRaisers". The latter is useful when you have multiple TeamRaisers and are not sure when one the participant is in.

3. In the resulting Participant List, click the name of the participant. You will then be on the participant's profile screen. Click the "Enter Offline Gift" link on the right side of the screen in the Gift History section.

4. Enter the appropriate information for the donor and then choose to either "Record Cash" or "Record Check".

5. Repeat these steps if you need to enter more offline gifts for other participants.