Create a template for Advised Donations from our DAFs
We get donations to our annual operating fund from our DAF owners.
We'd like to have a template that would enable us to send a "courtesy" thank you to the DAF owner who advised this donation. This is obviously not a tax receipt, but just a way of us thanking them for donating to us via their DAF. It would be great to have a template for this purpose.
Anonymous
shared this idea
You can use the donor advisor field and create a "thank you"template to then send to the DAF.
https://support.foundant.com/hc/en-us/articles/4419033076247-Donation-Advisor
-
Rachael Chacon
commented
At the very least, we should be able to pull donation advisor contact information into a tax receipt template. I thought I would be able to create some sort of acknowledgement/thank you that way, but it doesn't appear you can pull those fields into any of the templates.