Create Donation Advisor Name Field (vs Donor Name) in Tax Receipt Templates
Currently there is no merge field in templates for Donation Advisor, versus Donor Name. For advised donations, it would be helpful to have a template that includes the fields for the advisor instead of the technical "donor." For example, Schwab Charitable may be the source of the donation check, but John Smith was the advisor for that donation. We don't want to thank Schwab; we want to thank John Smith. Right now, we must edit the thank you and it would be great if we could automate this process.
Jenny Praytor commented
I got around this by using a custom field for salutation, and including that in the tax receipt. What would be great, too, would be to have the donation advisor address print instead of the "donor" on envelopes/labels.