Outright Stock Gifts Raiser’s Edge Entry: 1) Enter with the Gift date that Joan receives the stock 2) When check arrives, use sale date as the date we are depositing the check Stock Gifts for Pledge Payments 1) Do nothing when Joan informs us of receipt of stock 2) When check arrives, enter...

Reports we run on a monthly basis for reconciliation: YTD Gift Detail & Summary Month Gift Detail & Summary YTD Pledge Status Report Month Pledge Status Report Month & YTD Adjustment report Month & YTD Write off report Month & YTD Stock Gain/Loss report Month &...

Appropriately enough I happened to be working on report testing just as I read your message :) Below is the stuff I have gleaned from a few people and digging in the conversion guides from Blackbaud. --------- •Gift Detail and Summary Report oRun for previous month and also by constituency...