split stock gift
Donors give stock just like they give cash, check, and by card. It’s nice that we can split their gift --cash, check, or card-- between funds, but we need to be able to split gifts of stock in the same manner. Currently, a profile payment can separate out the gift when it is acquired but when you go to sell the stock, the gains/losses, fees, and the sold amount go only to the original fund used to set up the profile payment. We need to see the stock gift reflected to each fund the donor designates when the stock is acquired and when it is sold.
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Amanda Price
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- (09-04-2024) Added Public Securities as a payment method in Payments. This will allow users to add multi-fund donations. From Payments, users will enter date, fund, and public security. Users will be prompted to the Add Securities table, import is available from left-side menu. After Securities are added, the users can then apply amounts through donation, invoice, or tickets.