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gift entry » stock/property gifts (RSS)
  • Best Practices regarding Stock Gifts

    When entering stock gifts....can you recommend "best practices" for gift entry, donor receipt letters and gift value reporting? Best practice for posting the gift of stock, including the information that should be included in the donor's receipt letter. Our practice is to sell "immediately"...
    Posted to Forum by Susan Cortese on 12-28-2009
  • How to "sell" a stock gift with large volume of shares sold over time

    We will be receiving one gift of more than several million shares of stock. Due to the large volume of shares they will have to be sold in increments which means at different prices. Is there a way to Sell this Stock/Property gift to reflect selling smaller increments of shares at different prices but...
    Posted to Forum by Cecily Knepprath on 10-29-2009
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