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.
Annette Knapp
shared this idea
If a donation advisor is added to the donation record prior to creating the tax receipt, the receipt will be addressed to the donation advisor. There are two additional idea lab requests to print the envelope for the donation advisor (currently uses donor info) and updating the salutation to the donation advisor salutation.
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Patty Dane
commented
This is a large problem for us as well. Very frustrating to keep track of who's letters and envelopes I need to change or reprint.
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Jonah
commented
If a field exists within a donation, we should be able to merge it in templates. I would also like to be able to merge Soft Credits for the same reason.
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Andi Senatro
commented
If "donation advisor" or "soft creditor" fields exist in CSuite, why can't we pull them into our letter templates? It would be incredibly helpful to be able to pull that information into a letter.
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CHRISTINE GREEN
commented
I too am surprised this is not yet an option. The recommended workaround leaves a margin for error in an otherwise tight process.
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Rachael Chacon
commented
Agreed. I'm surprised that adding a donation advisor to a donation is a feature without then being able to send an acknowledgement to the advisor from CSuite.
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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.
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Deborah Mast
commented
Please make the donation advisor merge field {{advisor.profile_name}} available on the donation receipt template along with the actual donor name & address. In event of a recommended donation or match to a donation, we want the receipt to be mailed to the actual donating company/address with a cc to the advisor/person recommending the gift. Currently when the donor advisor field is populated, it changes the donor name and address to the advisor's name and address when they actually aren't the donor & the merge field {{advisor.profile_name}} remains blank & won't populate at all when used on a donation receipt .