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Question from numbersguyPA on Oct 5 at 10:48 AM What is the procedure to link one business partner to another in SAB B1? As a nonprofit ministry, we often receive donations from donor's charitable giving funds from investment houses - like Fidelity Charitable Gift Fund. I need to use Fidelity as the check sender so the donor does not receive a donor receipt from us since Fidelity tells it will do so at the end of the year. So, I need a way to link this Fidelity Charitable Gift for donor Jane Doe with the jane doe business partner database so we know the two sources where she has donated to use - her personal checking account and through her charitable fund at Fidelity.
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