Stock gift recording

Track stock and securities donations with the fields that actually matter — share count, ticker symbol, fair market value at the time of transfer, brokerage account, and IRS-compliant valuation date. Stock gifts are major gift fuel for many nonprofits but most platforms force you to record them as a generic "other" donation. We give them their own first-class entry flow and reporting.

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Status

Under Consideration

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Feature Request

Tags

Donations

Date

9 days ago

Author

Dustin Cole

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