Stock Gifts Custom Screen

Does anyone have a custom screen for stock gifts they are willing to share a screen shot of? I've asked our IT department to create a custom screen which would include the following fields:

Date Received: date
Symbol: text
No. Shares: number
High: currency
Low: currency
Median : (calculated?)

I'm wondering whether  anyone has a working system.

 

Thanks

  • We have a custom stock screen that we had gotten from another organization. The data entry is done after the contribution is entered and posted however, just as an FYI.

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Chandra Asken
    Sent: Monday, June 27, 2011 3:33 PM
    To: marta@smm.org
    Subject: [Tessitura Development Forum] Stock Gifts Custom Screen

     

    Does anyone have a custom screen for stock gifts they are willing to share a screen shot of? I've asked our IT department to create a custom screen which would include the following fields:

    Date Received: date
    Symbol: text
    No. Shares: number
    High: currency
    Low: currency
    Median : (calculated?)

    I'm wondering whether  anyone has a working system.

     

    Thanks




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  • We use an Excel spreadsheet to track the numbers, a Word doc form for gift entry and then record the info you've mentioned in the Notes tab of the transaction - this sounds like a good idea, I'd like to know how it turns out!