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Envelope Printing Incorrectly for DAF Donations

For Donations that are from a Donor Advised Fund or other scenarios where you have an Advisor to the donation that needs the tax receipt or acknowledgement letter (e.g., Edward Jones account is donor, but Jane Smith is advisor), the envelope template in Csuite still pulls "Edward Jones 1234 Foundant St" as the address, not the donor advisor. How can this be changed or can I change the envelope template and re upload this? I have to go to the donor advisor profile each time and print an envelope from their profile, rather than just use the streamlined 'print envelopes' section in receipts bucket. Thanks!

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Carrie Berdan shared this idea  ·   ·  Report…  ·  Admin →
Archived  ·  AdminSkye Weber (Admin, Foundant Technologies) responded  · 

Hello,


Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.


If you have any questions, issues or concerns please let us know!


Thank you

Show previous admin responses (5)
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  • Beverly Grazulewicz commented  ·   ·  Report

    We would appreciate being able to print letters to donor advisors to thank them for recommending a grant to us. I am not seeing how that is currently possible.

  • Marsha Lewis commented  ·   ·  Report

    This is a constant issue for our organization as well, it causes a lot of extra time when doing the acknowledgment letters and envelopes.

  • Mary Katherine Kerr commented  ·   ·  Report

    Bumping this! It's a constant issue for our organization. It doubles the time to print acknowledgement letters instead of having a smooth process! Thank you

  • Patty Dane commented  ·   ·  Report

    Yes! This has been a big issues for us as well

  • Heather Logelin commented  ·   ·  Report

    This seems like a no-brainer. Thank you, Foundant, for implementing this as soon as possible! Heather

  • Madison Leighty commented  ·   ·  Report

    Yes! Would be great to have all address, salutation, etc. fields for tax receipts and envelopes be the information from the Donation Advisor profile when one is applied to the donation. We have noticed that both envelope addresses and tax receipt salutations tend to reflect donor information, even if the donation advisor address is correctly pulled into the tax receipt. Donation advisors are not an infrequent occurrence for us, so this means we spend unnecessary time correcting this information.

  • Anonymous commented  ·   ·  Report

    I agree, it is a big time sink for our administrator when she goes into Donations / ThankYous / Print and goes to print envelopes and the envelopes for advised donations are addressed to Fidelity, Schwab, and other custodians, rather than the advisors for those donations. She has to create custom envelopes in Word for these donations.

  • Sandra Pickett commented  ·   ·  Report

    I would like for the Donation Advisor address to appear on a "Print Envelope" for thank you 's. I was able to get our 3rd party template correct (i.e. donor to thank for IRA charitable contribution, instead of Wealth Management/Financial institution), but the envelope pulls the Wealth Management/Financial Institutions address info.

  • Sandra Pickett commented  ·   ·  Report

    I would like for the Donation Advisor address to appear on a "Print Envelope" for thank you 's. I was able to get our 3rd party template correct (i.e. donor to thank for IRA charitable contribution, instead of Wealth Management/Financial institution), but the envelope pulls the Wealth Management/Financial Institutions address info.