Gift Value per security/stock
Add the gift value per security on the gift summary. It would also be helpful to have the proceeds on the same screen if possible
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Sally Gillespie commented
Not having this ability is crushing me at the moment, as I try to reconcile pledges paid by gifts of securities with the balance due listed on the pledge. In numerous case the proceeds from the sale created a different variance from the pledge than what CSuite calculates based on the donation value. To figure out who has over or underpaid their pledge based on the sale proceeds, is mind numbingly tedious. I have over 100 stock gifts that need to be looked up individually in order to reconcile the true pledge balance. Unfortunately, I can not just aggregate them all to a single net variance for the Fund given the terms of these pledges and the precise amount of money that has to be in hand to proceed with a grant out of the Fund.
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Wendy Ponting commented
Net proceeds (after fees)