Donation advisor can be applied to a donation made by one profile in order to recognize it with an acknowledgment under another profile. Credit goes to the account or donor that actually made the donation. When a donation advisor is applied, the donation appears under Advised Donation in the donation advisor's donor designation.
Donation reporting in CommunitySuite reports on the credit to the donor with one exception. The donor rollup report automatically shifts the donation to the advisor.
If the donor needs a tax receipt that has to be generated out of CommunitySuite, it needs to be done prior to adding the donation advisor. If a tax receipt is generated after a donation advisor is added to a donation, select merge fields will pull in the advisor information rather than the donor information.
Add Donation Advisor
- Create a donation.
- Click [add donation advisor] on the donation record.
- Set the donation advisor.
- If a profile exists, then enter the donation advisor's name in the Search Profile field and select the profile from the drop-down list.
- If the advisor is anonymous or unknown, then click [Advisor is anonymous or unknown].
- If a profile exists, then enter the donation advisor's name in the Search Profile field and select the profile from the drop-down list.
Remove a Donation Advisor
- Navigate to the donation record that has the donation advisor.
- Click [clear] next to the advisor's name in the Donor field.