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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
  • Stock (sold) vs. stock

    Which amount do you typically use? We have both amounts in the record. Presently, when running a report on a campaign, we use the "donated" amount. How many of you use the sold amount? These reports are for the board to know how much money has been raised. This came into question because the...
    Posted to Forum by Katie Kupiecki on 04-09-2008
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