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  • 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
  • Required Fields

    I was wanting to find out if any other institutions have decided to not make Campaign and Appeal required and what the implications of this has been? *Little background* We don't always have money that comes in tied to these and we were wondering if it would be better to make up "dummy"...
    Posted to Forum by Doug Baker on 08-14-2009
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