Stock Payment Tasks

When a constituent donates stock, you classify the payment method as Stock. When you receive a payment of stock, your organization may choose to keep or sell the shares of stock to benefit the goals of your organization. When you add the stock payment to the database, you enter the value of the stock as of the date that it transfers to your organization. If you sell the stock, you use the Sell stock task to record the sale amount. You can also edit sold stock information or undo a sold stock transaction.