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Stock Gift Entry

Chandra Asken
$organization

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? 

Parents
  • $organization

    This is all good stuff – back in 1997-98 recording the stock information was in the specs of a new system we were developing.  At bare minimum we wanted the Stock, # shares, valuation and transfer date.    But when we got into testing all that was there was transfer date and Note field.

     

    Tracking stock gifts was to be a Day 2 item.

     

    I’m hoping when the Contribution module is redone Day 2 will finally arrive.

     

    From: Tessitura Next Generation Forum [mailto:forums-nextgeneration@tessituranetwork.com] On Behalf Of Amber Albert
    Sent: Tuesday, July 26, 2011 6:12 PM
    To: McKinley, Leslie
    Subject: Re: [Tessitura Next Generation Forum] Stock Gift Entry

     

    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 Name
    Mean of High and Low
    Valuation Date
    Donor Credit Value
    Sale Date
    Principal Amount
    Fees
    Actual Payment
    Gain/Loss
    Stock-specific notes

    Thank you for sharing!

    Amber

    From: Chandra Asken <bounce-chandraasken4838@tessituranetwork.com>
    Sent: 7/26/2011 4:56:07 PM

    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? 




    You were sent this message automatically by www.tessituranetwork.com because you subscribed to the Tessitura Next Generation forum email notifications. You may reply to this message or visit the site to reply to the post above. If replying via email, please consider deleting the previous message text before sending to help with readability on the site. Thank you!

Reply
  • $organization

    This is all good stuff – back in 1997-98 recording the stock information was in the specs of a new system we were developing.  At bare minimum we wanted the Stock, # shares, valuation and transfer date.    But when we got into testing all that was there was transfer date and Note field.

     

    Tracking stock gifts was to be a Day 2 item.

     

    I’m hoping when the Contribution module is redone Day 2 will finally arrive.

     

    From: Tessitura Next Generation Forum [mailto:forums-nextgeneration@tessituranetwork.com] On Behalf Of Amber Albert
    Sent: Tuesday, July 26, 2011 6:12 PM
    To: McKinley, Leslie
    Subject: Re: [Tessitura Next Generation Forum] Stock Gift Entry

     

    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 Name
    Mean of High and Low
    Valuation Date
    Donor Credit Value
    Sale Date
    Principal Amount
    Fees
    Actual Payment
    Gain/Loss
    Stock-specific notes

    Thank you for sharing!

    Amber

    From: Chandra Asken <bounce-chandraasken4838@tessituranetwork.com>
    Sent: 7/26/2011 4:56:07 PM

    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? 




    You were sent this message automatically by www.tessituranetwork.com because you subscribed to the Tessitura Next Generation forum email notifications. You may reply to this message or visit the site to reply to the post above. If replying via email, please consider deleting the previous message text before sending to help with readability on the site. Thank you!

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