stock gift entry - import, update description and entry order
1- Ability to import securities - helpful as some donors contribute 20+ stocks at a time
2 -Auto complete the description of the security (but field should be able to be edited if needed). The database pulls the high / low information so it should also be able to pull the name of the security
3 - Keep the securities listed in the order they are entered. For some reason csuite re-orders (in no particular order) the securities after saving the entry making it difficult to review the stock gift entry
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Tiffany Peterson commented
Would also like same securities fields in donor tax receipts to be fields in Year End donor letters. We do these manually when the data is now built into fields for donation tax receipts.
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Sally Gillespie commented
I would also like the ability to run a single report that shows security donations with gift value and net proceeds of security sales with the donor names. When stock gifts are paying a pledge and the donation value is less but the proceeds are more, it would helpful to have a consolidated report to be able to easily see who truly has a balance owed on their pledge and who's balance should be cancelled.