Add Donation Advisor as Receipt Template Merge Field
Simple, or maybe not so simple, request to add “donation advisor” as a receipt merge field option.
For us this would allow build out of conditional formatting related to acknowledgement of Donor Advised Gifts. See original support email below for reasoning and/or more details.
I was hoping you could help us finalize a new template we are developing for our “simple acknowledgement” receipt. This is the version we use when we want to provide a record of the gift but intentionally do not include tax language.
The issue we are running into is that I have not been able to locate the correct merge field for “donation advisor.”
What we are hoping to accomplish is to include conditional formatting that acknowledges gifts advised through other organizations. We currently only use the advisor field when a contribution comes from a source like another donor advised fund, so we are trying to apply logic similar to what we use successfully for tribute gifts.
In plain terms, we are aiming for:
If “advisor” is not blank, then display:
“We have received the grant you suggested from {{recognition_name}}.”
Here is an example of similar conditional logic we have working:
IF "{{tributetype}}" <> "" "Your gift {{tributename}} will be acknowledged to the family." ""
And here is what we have so far for this line:
IF "{{NEED ADVISOR TAG HERE}}" <> "" "We have received the grant you suggested from {{recognition_name}}." ""
JacobStone
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