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?
Chandra,
This would be useful for us too. We actually use a custom screen for tracking this information and can enter as many stock gifts as we wish; however, I manually enter the contribution ref id after the gift has been processed, then run a custom stock utility update which auto-populates the details of the corresponding gift to the custom stock screen. At present, we are not reporting on any of this information - it is mostly there for reference - but I would say that I think many of us agree that we would love for this to be included with the contribution details.
We also like to track:Stock NameMean of High and LowValuation DateDonor Credit ValueSale DatePrincipal AmountFeesActual PaymentGain/LossStock-specific notes
Thank you for sharing!
Amber
Hi Amber. Are you able to enter more than 1 stock transaction to a single gift or pledge? If so, how do you have it set up?