Stock/Property Gifts

Some donors give stock or property instead of cash gifts. They can be stock certificates, land, or estates, which your organization may choose to keep or sell.

When your organization receives a stock or property gift, you can add it in the web view, from:

  • Home, New, Gift

  • Gifts, Overview

  • A constituent's record

The details you can include are issuer, symbol, number of units, and average price per unit. For more information, see Add Gifts.

From the gift record, select Edit. You can make changes to the issuer, symbol, number of units, and average price per unit.

From the gift record, select Sell. You can manage sale information, post status and date, and notes.

  • Amount is how much you sold it for.

  • Broker fee is how much you paid a broker or agent to help sell the stocks or property.

  • Gain or Loss is how much you gain — or lose, if you sell it for less than it was worth when you received it — after the broker fee is subtracted from the sale amount.

  • Sale date is when you sold it.

  • Post status and Post date indicate whether you posted the sale to your fund accounting software and when it posted.

  • Notes are additional details about the sale, such as if you only sell a portion of property.

  • Issuer is the company who issued the stocks or the donor who gave the property.

  • Symbol is the abbreviated market identifier for stocks, such as BLKB.

  • Number of units is how many stocks or pieces of property you received.

  • Average price per unit is how much, on average, a single stock or the property is worth when you receive the gift.