I forgot to bring this up at the conference! I created a custom contribution screen for stock gifts, but this process is limited in that it doesn't allow me to enter multiple stocks in one gift or pledge. It seems as though v11 should be able to accommodate stock gift entry in the payments window. For payment type "Securities" add the following fields:
1. Symbol
2. No. Shares
3. High
4. Low
5. Value
Would this be helpful for others?
So this is on the Custom Tab? We've currently been discussing how to handle this ourselves--currently, we just give our donors the donor credit amount (mean value of the stock on the day donated to us) on the payment screen, and then we enter this information into the notes field.
The place where it is complicated is where we submit it to our accounting department. Do you have reports that pull from this Custom Screen to account for that?
I've always hated giving our Accounting department a posting report that has a number in the "Stock Check" field that is different than the amount of the actual check--how do you deal with that?
Chris